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The Nonqualified Deferred Compensation Communications Consultant creates and executes communication campaigns to educate participants about retirement plans, enhancing participation and understanding through various media.

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.

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 growth by building and managing relationships with advisors, consultants, plan sponsors, and partners. Support the RVP in territory execution, uncover and advance sales opportunities, manage pipeline and CRM, deliver consultative retirement plan solutions, present at industry events, and ensure compliant, high-quality client experiences.

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.

Design, build, and maintain automated and manual test suites and frameworks (UI, API, integration, batch, big data). Execute integration, API, and performance tests; incorporate automation into CI/CD pipelines; perform exploratory testing; log and track defects; collaborate within Agile/Scrum teams following BDD/ATDD/TDD practices.

This role involves strategic problem solving, hands-on data analysis using R and Python, and collaboration with leadership to drive enterprise transformation and value realization in the financial services sector.

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

Provide advanced ERISA consulting to clients and internal teams including technical research, plan and form drafting, compliance audits, training, seminars, fee-for-service engagements, project SME work, mentoring, and handling disputes. Cross-train into a secondary technical area and meet departmental SLAs. Role includes 25%-40% travel.

Develop, test, document, and maintain software using Microsoft and open-source stacks. Collaborate on design, estimation, CI/CD pipelines, and Agile practices, ensuring secure handling of confidential data and smooth deployments.