Top Tech Jobs & Startup Jobs

Oversee fiduciary administration and compliance for retirement plans, ensuring adherence to plan documents, the Internal Revenue Code, and ERISA. Coordinate with plan sponsors, advisors, service providers, and participants; manage payroll uploads, monitoring, compliance testing, notices, disclosures, annual assessments, 5500 audits, and oversight documentation. Maintain access forms and support plan-related requests while managing multiple deadlines and communications.

Troubleshoot and improve enterprise AI systems, including LLM responses, prompts, RAG, agent workflows, tool calls, and backend integrations. Analyze logs and telemetry, identify root causes, document issues, collaborate with engineering and product teams, and enhance reliability. Train internal users, conduct demos and office hours, support adoption, and translate technical problems into actionable improvements.

Processes defined contribution retirement plan transactions, including loans, distributions, census, trust accounting, packaging, Form 5500, valuation imports, and reconciliations. Reviews processes, maintains productivity and quality standards, handles high-volume work accurately, and trains team members. The role also supports strategy setting, progress monitoring, problem solving, analytical tasks, and adaptation to day or night shifts.

Processes financial and retirement-plan administration activities, including loans, distributions, census, trust accounting, packaging, Form 5500, valuation imports, and reconciliations. Reviews processes, maintains productivity and quality targets, identifies issues, escalates problems, and supports team training, strategy, and progress monitoring. Requires accurate high-volume processing, analytical and problem-solving skills, Excel knowledge, adaptability, and flexibility for day or night shifts.

Manages relationships with large retirement plan clients and financial advisors, serving as the primary contact for service, issue resolution, retention, and growth. Coordinates with internal teams, supports product education and cross-selling, analyzes client data, leads outreach and communication strategies, and develops relationships with senior decision-makers. The role also manages escalations, supports plan design and product adoption, participates in value-creation projects, and maintains knowledge of financial, regulatory, accounting, service, and compliance requirements.

Manage relationships with large retirement plan clients and financial advisors. Serve as the primary contact for service issues, retention strategies, product education, escalations, and coordinated internal support. Develop executive-level relationships, identify cross-sell opportunities, analyze client data, lead outreach campaigns, and support product enhancements. Maintain knowledge of retirement services, financial, regulatory, compliance, and operational matters while coordinating projects and meetings.

The Principal DevOps Engineer will lead technical direction for DevOps practices, design CI/CD pipelines, manage cloud-native architectures, and mentor teams to optimize delivery processes.

Responsible for accurate monthly invoicing, invoice audits, fee reconciliation, payment processing, termination billing, refunds, plan receivables, and internal conversions. The role reviews service agreements, resolves billing inquiries, maintains billing documentation for Sarbanes-Oxley compliance, updates billing systems, and supports confidential data handling and special projects.

Drive territory sales by building and expanding relationships with advisors, consultants, plan sponsors, and institutional partners. Support RVP in territory execution, pipeline management, proposal development, and CRM updates. Provide consultative retirement plan guidance, deliver presentations and events, monitor performance versus goals, and collaborate with internal teams while maintaining compliance and product knowledge.

Manage onboarding for newly sold retirement plans, coordinating clients, advisors, and internal teams through implementation, documentation, plan conversion, quality control, and handoff to service teams. Provide client training, track milestones, resolve issues, escalate risks, maintain workflow updates, and ensure regulatory and service requirements are met. The role requires retirement-services knowledge, strong communication, analytical skills, attention to detail, and proficiency with office and plan administration systems.