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Provides administrative and client service support for complex defined contribution retirement plans. Processes withdrawals, RMDs, terminations, and other plan transactions; reconciles trust and recordkeeping balances; prepares reports; resolves client inquiries; supports trustee relationships; and ensures compliance with company, client, IRS, and DOL standards.

Provides administrative and client service support for complex defined contribution retirement plans. Responsibilities include processing plan transactions, performing plan testing and design analysis, reconciling trust and recordkeeping balances, preparing client reports and compliance filings, resolving issues, coordinating fund activity, and advising clients. The role also mentors junior recordkeepers, supports payroll reporting, participates in client meetings, and manages special projects.

Manages relationships with regional Tier 2 and Tier 3 employee-benefits clients, brokers, and partners. Responsibilities include client education, renewals, retention, growth, benefit enrollment strategies, cross-selling, market analysis, consultative presentations, and coordinating internal service teams. The role develops book-of-business strategies, identifies participation and coverage opportunities, delivers training, and supports profitable growth while maintaining strong client and broker relationships.

Manage an assigned book to implement new business, retain and grow assets, and ensure client satisfaction. Consult with clients and brokers on investments, design participant education to increase participation, support sales reps as a subject matter expert, and introduce new product and service initiatives while maintaining relationships with clients, distribution partners, and TPAs.

Assists with planning and executing internal audits across business lines, testing internal controls and compliance with policies, documenting working papers, analyzing results, identifying audit issues, and recommending improvements. The role communicates findings to management, supports special assignments, may supervise associate auditors, and contributes to professional development, recruiting, and process improvement.

Lead actuarial research, methodology design, audit-level reviews, profitability, reserve, and valuation modeling. Develop and automate actuarial models, validate regulatory memorandums, analyze insurance data, perform financial reporting and experience studies, and advise cross-functional teams on actuarial risks, assumptions, and regulatory requirements. The role focuses on retirement and group annuity products, reserve and cash flow testing, profitability metrics, stress testing, and assumption development.

Provide application maintenance and enhancement support for data management applications and middleware. Lead incident management, root cause analysis, documentation, security and architecture reviews, supplier guidance, and technical issue resolution. Design, build, monitor, and optimize Azure Data Factory pipelines, including data transformations, quality checks, validation, performance analysis, and troubleshooting. Collaborate with business and technical teams to ensure reliable enterprise data integration.

Leads and contributes to secure, auditable cloud automation across Azure, AWS, and OCI. Builds Terraform, Ansible, and GitOps CI/CD platforms with policy gates, artifact promotion, secrets management, audit trails, and compliance controls. Conducts infrastructure-as-code governance audits, remediates production risks, and partners with security, compliance, and change-management teams. Manages, mentors, and grows a team of cloud and platform engineers while serving as the technical authority for automation architecture.

Leads solution architecture for data and analytics, AI/BI, data science, and master data management initiatives. Develops enterprise architecture strategies, technology roadmaps, governance plans, and data integration solutions. Partners with business stakeholders, data owners, enterprise architects, and technical subject matter experts to assess needs, evaluate alternatives, manage risks and costs, and align technology investments with business objectives. Designs solutions using big data, database, visualization, middleware, and MDM technologies.

Support planning and execution of internal audits across Retirement and Wealth Management. Perform control testing, document findings, use data analytics, develop issues and recommendations, communicate results, support special projects, and contribute to continuous improvement and talent development.