You will design and operate AI agent systems to extract, validate, and process complex data from various financial documents. You will also own the full lifecycle of these systems, from initial design and deployment to production monitoring and performance optimization.
You will own the end-to-end development of core platform features, including designing data connectivity layers and building tool surfaces for AI agents. You will also lead architectural discussions, ensure system auditability, and mentor team members through code reviews.
You will own the data layer of the AI-native platform, including transformation, semantic modeling, and AI-access layers. You will also act as the technical SME to build and maintain metrics that drive product, revenue, and operational decisions.
The Senior Plan Administrator will lead the execution and quality assurance of retirement plan administration workflows, including compliance testing and government filings. They will also mentor team members, drive process improvements through automation, and serve as the primary escalation point for complex administrative issues.
The Plan Administrator will support 401(k) plan administration, 3(16) monitoring services, and onboarding processes while ensuring compliance with ERISA and IRS regulations. They will also collaborate with recordkeeper partners, manage plan documents, and perform non-discrimination testing to improve the client experience.
The Senior Plan Administrator will perform advanced technical compliance testing, government filings, and plan design consulting for retirement plans. They will also provide peer review, mentor junior staff, and identify opportunities for automation and process improvements.
The Associate Plan Administrator supports fiduciary functions by managing participant enrollment, contribution monitoring, and distribution processing. They also collaborate with internal teams to ensure regulatory compliance and identify opportunities for process automation.
The Manager will oversee plan document maintenance and lead complex compliance correction projects under IRS and DOL programs. They will also partner with product and engineering teams to improve internal tooling and automate technical workflows.
You will own the end-to-end product roadmap for the enterprise platform, reconciling partner requirements with advisor needs to drive platform growth. You will also manage day-to-day relationships with enterprise partners and collaborate closely with engineering and design teams to shape and deliver features.
