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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.

Monitor cybersecurity tools and environments for suspicious activity, develop SOC procedures and playbooks, manage threat detection and intelligence tools, maintain threat intelligence KPIs, support digital forensics and incident response, and assist with penetration testing. The role requires broad cybersecurity expertise across networks, endpoints, applications, cloud, malware analysis, threat hunting, incident response, and industry frameworks, while mentoring junior analysts and communicating with stakeholders.

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.

Manages relationships with large and high-value retirement plan clients and financial advisors. Serves as the primary contact, resolves escalated issues, coordinates internal teams, supports retention, identifies cross-sell opportunities, and promotes products and services. Develops executive relationships, analyzes client data, leads outreach and value-enhancement projects, and maintains knowledge of regulatory, financial, operational, and compliance requirements.

Supports enterprise risk management by identifying, assessing, monitoring, and mitigating organizational risks. Manages incident response tracking, performs risk and control assessments, coordinates privacy incident evaluation and regulatory notifications, administers access reviews, and supports audits, governance meetings, disaster recovery, business continuity, and process improvement initiatives. Collaborates with senior leaders and cross-functional stakeholders to analyze issues, document recommendations, and track corrective actions.

Owns the roadmap, vision, backlog, prioritization, and execution for retirement and government savings products. Defines and approves user stories, supports Agile ceremonies, coordinates feature development and UAT, monitors product KPIs, represents customers, and drives organizational readiness. The role requires strong stakeholder influence, technical and Agile expertise, business-domain knowledge, and collaboration with Scrum teams, business analysts, and technology partners.