Top Tech Jobs & Startup Jobs

Owns requirements and process design for retirement-plan automation initiatives. Partners with plan administration, compliance, client services, and developers to define specifications, user stories, workflows, acceptance criteria, and automation priorities. Evaluates regulatory risks and ROI, validates deployed solutions, supports change management, and monitors enhancements. Requires deep 401(k) administration expertise, business analysis experience, retirement-industry knowledge, and familiarity with Agile tools and automation technologies.

Manage the onboarding and implementation of new retirement plan clients, coordinating data collection, documents, compliance software setup, platform providers, advisors, and client communications. Review plan paperwork, answer operational questions, manage implementation timelines, and ensure work follows company procedures while delivering a strong client and advisor experience.

Paid internship supporting IRA distribution processing and retirement account administration. Responsibilities include preparing distribution packages, responding to account holder and partner inquiries, tracking request progress, maintaining records, and communicating with plan sponsors and vendors. The role requires strong organization, prioritization, independent learning, business communication, and proficiency with Microsoft Office. Training is provided, and no prior experience is required.

This role involves promoting services to financial advisors, conducting presentations, maintaining relationships, and analyzing market trends. Travel for training is required.

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.

The Client Relationship Manager will maintain client relationships, manage workloads, consult on plan operations, and ensure timely notice distributions, focusing on 401(k) administration.

Manage client relationships for tax-exempt 401(k) plans, ensuring compliance and service excellence, while collaborating with various teams.

Manage client relationships for MEPs, ensuring client retention, and coordinating with various departments for optimal service. Requires extensive 401(k) administration experience.

The Sales Consultant identifies investment professionals, maintains relationships with producers, and promotes consultancy services in the retirement plan market.

The Sales Consultant is responsible for identifying investment professionals, promoting services, maintaining client relationships, and participating in presentations and sales training.