The Regional Vice President is responsible for driving retirement plan sales growth by collaborating with financial professionals, TPAs, and RIAs. They must conduct needs analyses, manage sales calls, and maintain productive relationships to expand the company's market presence.
The Relationship Manager serves as the primary point of contact for high-profile institutional accounts, providing specialized trust and fiduciary services. They are responsible for nurturing client relationships, overseeing account onboarding, and coordinating with internal teams to ensure timely deliverables.
The Compliance Plan Manager oversees plan operations to ensure ongoing compliance with plan documents, the Internal Revenue Code, and ERISA. Responsibilities include responding to participant inquiries, performing compliance testing, managing plan notices, and assisting with annual 5500 audits.
You will be responsible for analyzing, implementing, testing, and maintaining software applications while adhering to organizational coding standards. Additionally, you will collaborate with cross-functional teams to deliver solutions that support business goals and process improvement strategies.
The Principal Software Engineer will lead Scrum teams to deliver high-quality software solutions while adhering to architecture strategies and coding standards. They are responsible for mentoring team members, driving technical innovation, and ensuring the security and integrity of application data.
The Director of Fraud Operations will lead the fraud investigations function, setting strategic vision and overseeing operational performance to mitigate financial crime. This role involves partnering with executive leadership to enhance fraud controls, manage complex investigations, and drive enterprise-wide risk mitigation strategies.
The Product Owner is responsible for defining the vision, goals, and strategy for the digital onboarding process while collaborating with IT and business teams. They manage the product backlog, translate business needs into user stories, and ensure the delivery of high-value service features.
The Client Account Specialist is responsible for creating, analyzing, and delivering comprehensive reports for BOLI and ICOLI insurance policies. They work closely with stakeholders to ensure data accuracy, resolve client issues, and maintain an in-depth understanding of portfolio trends.
The Call Center Representative is responsible for providing high-quality customer service and processing account-based employee benefit plans via phone, email, and chat. They must handle participant inquiries, execute financial transactions, and ensure all actions comply with plan regulations and HIPAA confidentiality standards.
The Director of Operational Support will lead a centralized support organization for Government Savings Operations, focusing on reporting strategy, automation, and operational excellence. This role involves overseeing problem resolution, SLA governance, and capacity planning while driving data-driven decision-making through advanced analytics.
The TPA Business Development Director is responsible for cultivating and expanding relationships with Third Party Administrators to position the company as a preferred recordkeeper. This role involves collaborating with sales teams to execute territory strategies, track joint marketing goals, and provide ongoing support to partners.
The Strategic Business Consultant will manage relationships with elite advisors and TPAs to drive organic growth and ensure high-quality service delivery. They are responsible for conducting strategic analyses, identifying cross-sell opportunities, and coordinating with internal departments to optimize plan performance and retention.
The Client Relationship Manager serves as the primary point of contact for elite retirement plan clients and financial advisors to ensure service excellence and plan retention. They are responsible for developing strategic relationships, resolving escalated issues, and identifying opportunities for organic growth and product cross-selling.
The specialist provides administrative support to leadership, including reporting, mailbox management, and meeting coordination. They also handle travel arrangements, expense reporting, and assist with new hire onboarding processes.
The Product Manager will define and drive the product vision and roadmap for retirement products while partnering with cross-functional teams to ensure effective execution. They are responsible for maximizing product value, managing success metrics, and maintaining a deep understanding of customer needs and market dynamics.
The intern will assist with census data loading, financial data reconciliation, and the creation of allocated links for compliance testing. They will also maintain documentation, prepare compliance reports, and collaborate with the team to resolve compliance-related issues.
The administrator will perform contribution calculations and annual nondiscrimination testing for 401(k)/Cash Balance combo plans. They will also act as a technical resource for consultants and manage assigned workloads independently.
The IRA Customer Service Specialist II provides advanced technical and operational support to financial advisors, employers, and IRA owners regarding retirement account administration. Responsibilities include processing daily transactions, managing new plan setups, and resolving operational issues to ensure high-quality customer service.
The Growth Support Analyst provides administrative and task-centric support to the sales team, including managing 401(k) plan proposals and fee comparisons. They are also responsible for maintaining the sales CRM, generating reports, and coordinating team events and marketing data analytics.
The specialist provides front-line operational and compliance support to financial institutions regarding IRA, HSA, and ESA accounts. They are also responsible for processing death claims and identifying opportunities to cross-sell Ascensus products.
The specialist is responsible for reviewing plan documents for new clients to ensure compliance and providing expert consultation on plan design. They also lead process improvements, coordinate team training, and perform quality reviews on documents and forms.
The Transaction Specialist is responsible for processing participant transactions such as loans, hardship distributions, and QDROs while adhering to a strict 7-step accuracy and fraud-prevention protocol. They also provide support to plan sponsors, manage administrative system updates, and assist with audit and compliance data collection.
The Senior Plan Compliance Specialist is responsible for performing nondiscrimination testing, quality reviews, and providing technical ERISA guidance to the compliance team. They will also handle escalated technical issues, manage QDRO reviews, and support plan design for existing and onboarding clients.
The specialist is responsible for performing compliance nondiscrimination testing and preparing Form 5500 reporting for defined contribution plans. They must ensure retirement plans remain qualified by analyzing census data and identifying necessary corrective actions.
The NQ Plan Analyst manages the end-to-end administration of non-qualified benefit plans, ensuring plan integrity and regulatory compliance. They act as a central point of coordination between plan sponsors, participants, and internal operational teams to resolve issues and execute financial transactions.
The Senior BSA acts as a bridge between business stakeholders and technical teams to translate business needs into actionable data requirements. They are responsible for maintaining the enterprise data dictionary and ensuring the data platform serves as a governed source of truth.
Manage and optimize offshore operational workflows and administration processes for SFRP plan servicing using Kofax and ASTRO tools. Lead and mentor a team of analysts to ensure efficiency, compliance, and excellence in service delivery.
The Reconciliation Specialist manages Non-Qualified Plan assets and liabilities by ensuring financial data integrity and recommending adjustments to trust accounts. They are responsible for processing participant payments, performing daily cash and unit reconciliations, and maintaining high-quality financial records.
Responsible for the creation and maintenance of fund lists and the tracking of corporate actions specific to nonqualified plan liability recordkeeping. Oversees custom earnings processing, fund setup, and pricing while acting as a subject matter expert for issue resolution.
Drive growth in non-qualified retirement plan services and institutional life insurance programs by building relationships with advisors and C-suite executives. Develop and execute sales strategies to meet revenue goals while managing a network of referral sources and partners.
Define the long-term user experience vision for web, mobile, and AI interfaces to help clients achieve financial goals. Lead the UX discipline by collaborating with cross-functional teams to translate business strategy into actionable design direction.
Provide high-quality customer service via phone, email, and chat for various employee benefit and retirement savings plans. Process financial and non-financial transactions while ensuring compliance with plan provisions and HIPAA regulations.
Lead the UX strategy and execution for complex web and mobile financial solutions while driving a user-centered design culture. Collaborate across business, analytics, and development teams to solve large-scale problems and improve organizational processes.
Lead the end-to-end delivery of an enterprise portfolio of agentic AI initiatives from discovery and design to launch and adoption. Partner with executive leaders and cross-functional teams to implement scalable AI agents that improve customer experience and operational performance.
The role involves serving as the technical expert and project manager for defined benefit pension plans, handling annual funding, accounting, and compliance requirements. Responsibilities include preparing and technically reviewing annual service offerings, managing client contact, and overseeing employee pension statement projects.
