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The Implementation Account Manager will support the onboarding of clients by managing documentation, communicating with carriers and clients, and ensuring proper database management.

Provide advanced investment analysis and recommendations for retirement plans; evaluate asset allocation, performance, and fees; support Sales, Advisor, and Service teams; monitor client portfolios; analyze fund change proposals; identify investment trends and prepare client-facing insights and talking points.

Develop and close new business, manage and retain an assigned book of business, collaborate with marketing and service teams, manage sales pipeline in CRM, lead client strategy, oversee renewals and contract negotiations, and ensure compliance and high client satisfaction.

The Data Quality Analyst audits and standardizes data from various internal sources to ensure accuracy. Responsibilities include developing reports, building data pipelines, and collaborating with teams to manage data integrity.