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Manage creation and maintenance of fund lists and corporate action processing for nonqualified plan liability recordkeeping. Oversee fund-specific earnings processing, resolve transactional issues, coordinate with vendors and operational teams, and serve as a subject-matter expert and mentor. Ensure adherence to SOPs, data confidentiality, and high-quality, timely service.

The role involves planning and implementing participant communication and engagement strategies for retirement plans, ensuring effective education programs, and maximizing participation rates.

Support and manage strategic team-selling initiatives by creating tailored sales presentations, coordinating presentation teams and internal stakeholders, participating in demos and site visits, and following up to refine future team-selling needs across multiple retirement product lines.

The Data Program Architect shapes the architecture for the enterprise data platform, ensuring compliance, scalability, and effective data management; leads design for data systems, selects tools, and collaborates with cross-functional teams to align technology with business goals.

Lead UX strategy and execution for large-scale web and mobile programs. Drive user-centered design, research, interaction, visual design, information architecture, and prototyping. Collaborate across design, product, analytics, and engineering; use qualitative and quantitative data to inform design decisions; scale UX solutions and improve processes; protect confidential data and promote company values.

Lead strategy, product development, and national distribution for workplace 529 and ABLE solutions. Build partnerships with brokers, HRIS and benefits platforms, define product and operational requirements, set pricing and P&L, and design the organizational model to scale employer-based education savings offerings.

Provide administrative and task-oriented support to the growth/sales team: process 401(k) sales materials, manage and maintain CRM and sales applications, generate reports, handle client requests and communications, coordinate events and scheduling, support marketing data and analytics, and create sales procedures.

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 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.

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