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3 Days AgoSaved
In-Office or Remote
Boston, MA, USA
65K-75K Annually
Mid level
65K-75K Annually
Mid level
Fintech • Payments • Financial Services
Sell Nova 401(k) consulting and pension administration services to retirement plan advisors and record-keepers. Prospect and build relationships with investment professionals, deliver presentations, maintain frequent client contact via visits and events, analyze market trends, provide feedback to management, and attend periodic sales training. Target regional intermediary partners and support business growth through consultative sales activities.
3 Days AgoSaved
Remote
USA
120K-150K Annually
Expert/Leader
120K-150K Annually
Expert/Leader
Fintech • Payments • Financial Services
Lead and manage 4–6 teams delivering fiduciary and non-discrimination testing services. Oversee productivity, staffing, budgets, training, client retention, regulatory compliance, and process improvements while developing team leaders and supporting succession planning.
Top Skills: ExcelMs WordPension Pro
4 Days AgoSaved
Remote
USA
70K-120K Annually
Senior level
70K-120K Annually
Senior level
Fintech • Payments • Financial Services
Manage a caseload of defined contribution clients (PEP and 402(a)), maintain client/advisor relationships, ensure plan compliance and testing, consult on plan design and operations, coordinate with internal teams and record-keepers, and meet weekly team goals to deliver superior client service.
Reposted 5 Days AgoSaved
Remote
USA
100K-125K Annually
Senior level
100K-125K Annually
Senior level
Fintech • Payments • Financial Services
Manage complex 401(k) plans and client relationships, ensure compliance with testing regulations, and maintain high client retention rates while providing exceptional service.
Top Skills: 401(K) Plan AdministrationAdp/Acp TestingClient Relationship ManagementNon-Discrimination Testing
Reposted 11 Days AgoSaved
Remote
USA
70K-85K Annually
Senior level
70K-85K Annually
Senior level
Fintech • Payments • Financial Services
As an Implementation Specialist, you'll onboard clients, manage relationships, coordinate data collection, and ensure an excellent client experience during the implementation phase of retirement plans.
Top Skills: Compliance SoftwareIrs Forms
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Reposted 13 Days AgoSaved
Remote
Minnesota, USA
65K-75K Annually
Junior
65K-75K Annually
Junior
Fintech • Payments • Financial Services
This role involves promoting services to financial advisors, conducting presentations, maintaining relationships, and analyzing market trends. Travel for training is required.
Top Skills: BusinessMarketingSales
Reposted 13 Days AgoSaved
Remote
USA
70K-100K Annually
Senior level
70K-100K Annually
Senior level
Fintech • Payments • Financial Services
Manage client relationships for 401(k) plans, ensuring client retention and satisfaction while collaborating with internal teams. Requires extensive experience in 401(k) plan administration.
Top Skills: 401(K) Plan Administration SoftwareWorkflow Management Systems
Reposted 13 Days AgoSaved
Remote
USA
70K-95K Annually
Senior level
70K-95K Annually
Senior level
Fintech • Payments • Financial Services
The Client Relationship Manager will maintain client relationships, manage workloads, consult on plan operations, and ensure timely notice distributions, focusing on 401(k) administration.
Top Skills: Adp/Acp
Reposted 13 Days AgoSaved
Remote
USA
70K-100K Annually
Senior level
70K-100K Annually
Senior level
Fintech • Payments • Financial Services
Manage client relationships for tax-exempt 401(k) plans, ensuring compliance and service excellence, while collaborating with various teams.
Top Skills: 401(K) Plan AdministrationForm 5500
Reposted 13 Days AgoSaved
Remote
USA
74K-95K Annually
Senior level
74K-95K Annually
Senior level
Fintech • Payments • Financial Services
Manage client relationships for MEPs, ensuring client retention, and coordinating with various departments for optimal service. Requires extensive 401(k) administration experience.
Top Skills: 401(K) Plan AdministrationMep Service Models
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