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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.

Responsible for managing defined benefit pension plans, ensuring compliance, preparing client communications, and overseeing internal project deadlines.

The Data Analyst Intern will assist in data collection, cleaning, analysis, and visualization, supporting the Retirement Operations team with insights for business decisions.

The Financial Analyst Intern will assist with financial modeling, forecasting, and data analysis while gaining hands-on experience in financial analysis and corporate functions.

The Product Manager will define product vision and roadmap for Enrollment, Wealth, and Investments products, ensuring effective collaboration and execution across teams to meet customer needs and achieve business goals.

The Product Manager leads large-scale product development for the 529 Government Savings division, overseeing initiatives from concept to launch and maintaining product strategy and roadmaps.

The NQ Plan Administrator manages client non-qualified benefit plans, ensuring accuracy in record keeping and facilitating daily financial transactions. They respond to inquiries and maintain client relations.

Manage individual case loads to meet service goals, ensure accurate transitions of plan assets, and lead special projects. Provide training, resolve client issues, and assist with audits under the QA processes.

The Actuarial Analyst will support pension actuarial consulting services by reconciling data, drafting reports, updating software assumptions, and interfacing with clients, all while pursuing actuarial credentials.