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Support Regional Directors by generating proposals, responding to RFPs, prospecting and onboarding retirement-plan clients, coordinating post-sale operations, and providing marketing and client service support. Handle inbound/outbound communications and collaborate across internal teams to ensure timely conversions and contract coordination.

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.

Lead sales enablement marketing strategy and execution to drive sales, advisor engagement, client retention, and participant action. Manage planning, project management, content/collateral creation, omni-channel campaigns (email, video, webinars, social, web), measurement and dashboards, vendor/budget oversight, and stakeholder collaboration across sales, product, UX, and digital teams.

Lead and manage transitions for financial/business lines, transform transition data into insights, track and report status, coordinate logistics and documentation, ensure adherence to global transition framework and tollgates, and collaborate with stakeholders to enable go-live.

The Account Services Representative assists Client Service Managers in providing top-notch service, resolving client requests, coordinating transactions, generating reports, and managing projects efficiently.

Translate business and user needs into functional specifications for a web-based financial platform. Lead requirements gathering, acceptance criteria, testing (functional/regression), UAT, demos, and documentation. Coordinate cross-functional Agile teams, manage enhancement/bug tracking, perform root cause analysis, and model workflows to support development through the SDLC.

Process defined contribution plan tasks including loans, distributions, census, trust accounting, valuation imports, 5500, packaging. Meet productivity, volume and quality targets, perform reviews, reconcile accounts, identify issues and escalate, and support client/admin team requirements.

Review and ensure retirement plan document compliance for new clients, consult on plan design, prepare document packages, update CRM, quality-review peer documents, lead process improvements and training, support internal partners and client calls, and transition all plan types (DC, DB, NQ).

Perform nondiscrimination testing and Form 5500 reporting for defined contribution plans to ensure qualification and compliance with IRS limits. Analyze client census data, calculate employer allocations and projections, perform ADP/ACP, Top Heavy, Coverage, Compensation and other tests, prepare government filings and audit packages, identify compliance issues, recommend corrective actions, and support internal and external partners.

Process participant retirement plan transactions (loans, hardships, distributions, QDROs, RMDs, in-service). Communicate with participants and plan sponsors, maintain system contact records, monitor email support queues, prepare notices/disclosures, assist with audits and compliance, and follow fraud-prevention protocols.