The Client Service Representative is responsible for processing financial and non-financial transactions for 529 college savings plans with high accuracy and productivity. The role also involves performing quality assurance on peer transactions and contributing to departmental process improvements.
The Director of Government Savings Operations provides strategic leadership to optimize processing functions and drive operational excellence across a large, global organization. This role leverages technology such as AI and RPA to improve efficiency, accuracy, and client experience while maintaining accountability for key performance indicators.
The manager leads the knowledge management team to ensure associates have access to accurate, actionable information through scalable practices and governance. They partner with cross-functional teams to integrate AI-enabled capabilities and improve content findability to enhance associate effectiveness and client experience.
The Account Executive provides proactive client service to partners and plan sponsors by managing retirement plan inquiries and resolving issues. They are responsible for maintaining product knowledge, delivering value-added consulting, and ensuring high levels of client satisfaction and retention.
The Director of Data Solutions leads the data foundation, architecture, and engineering teams to ensure reliable enterprise reporting and analytics. They are responsible for defining data strategy, managing data quality, and partnering with technology teams to deliver scalable data products.
The Client Relationship Manager serves as the primary point of contact for elite advisor plan clients, focusing on relationship management, product enhancements, and plan retention. They are responsible for troubleshooting escalated issues, developing strategic relationships with C-level decision makers, and identifying organic growth opportunities.
The Principal Security Engineer will design, implement, and optimize enterprise security solutions while leading major security initiatives and automation projects. They will also provide technical guidance, mentor junior engineers, and collaborate with IT and SOC teams to ensure organizational resilience.
The Client Service Manager is responsible for managing a portfolio of defined contribution relationships, ensuring high-quality administration and client satisfaction. They act as the primary point of contact for plan sponsors and advisors, providing operational oversight and resolving complex plan-related issues.
The Strategic Business Consultant serves as a focal point for elite advisors, managing relationships to ensure service excellence and drive organic growth. They are responsible for conducting strategic analyses, delivering customized reporting, and identifying cross-sell opportunities to optimize plan performance and retention.
The Technical Lead acts as a Subject Matter Expert for document services, managing plan document processes and identifying opportunities for automation. They are responsible for mentoring staff, facilitating process improvements, and ensuring accurate delivery of employer plan documents.
The Client Relationship Manager serves as the primary point of contact for elite retirement plan clients and their financial advisors to ensure service excellence and plan retention. They are responsible for resolving escalated issues, identifying growth opportunities, and coordinating internal resources to support client needs.
The Senior Manager will oversee legal, risk, and compliance initiatives for the Global Capability Center in India while ensuring adherence to both Indian and U.S. financial regulations. This role involves developing risk management strategies, managing contracts, and supporting corporate governance to ensure organizational integrity.
The Financial Analyst performs advanced operational and financial analysis for 529 plan administration using Kofax and Unite systems. They are responsible for data reconciliation, resolving exceptions, and optimizing reporting processes to ensure compliance and accuracy.
The Manager, HR Service Center leads the end-to-end HR support model, ensuring timely and consistent service delivery across the organization. This role manages service center teams, oversees complex issue resolution, and drives continuous improvement through process standardization and technology adoption.
The Compliance Manager serves as the primary point of contact for plan sponsors and advisors to ensure retirement plans operate in accordance with ERISA and the Internal Revenue Code. Responsibilities include monitoring plan operations, performing compliance testing, managing annual notices, and coordinating 5500 audits.
The Regional Vice President is responsible for driving retirement plan sales growth by building relationships with financial professionals and promoting product solutions. They must conduct regular meetings, perform needs analyses, and coordinate with internal sales teams to maximize territory effectiveness.
The Senior DevOps Engineer will provide technical leadership and architectural direction for DevOps, CI/CD, and cloud-native engineering practices across multiple agile teams. They will design scalable, secure, and highly automated delivery platforms while mentoring engineers and promoting a culture of operational excellence.
The Billing Specialist is responsible for the timely and accurate monthly invoicing of plans and processing of plan terminations. They also perform audits, reconcile fees against service agreements, and resolve billing inquiries from internal and external partners.
The specialist provides front-line support to financial institutions regarding IRA, HSA, and ESA compliance and operational processes. They are also responsible for handling death claims and identifying opportunities to cross-sell company products.
The Risk Analyst will identify, assess, and mitigate organizational risks while supporting the Enterprise Risk Management team in program execution. Responsibilities include managing incident response, coordinating privacy programs, and overseeing access reviews to ensure data protection.
The Relationship Manager provides proactive service and support to retirement plan clients, including documentation, record keeping, and plan administration. They also assist with plan compliance, resolve client inquiries, and promote cross-sell opportunities.
The Process Lead is responsible for overseeing the accounts receivable process, including monitoring quality, turnaround time, and key performance metrics. They will also manage team performance, ensure data integrity, and collaborate with stakeholders to implement efficient transition plans.
Lead complex fraud investigations, analyze emerging patterns, and prepare thorough case documentation and escalation materials. Identify root causes and recommend improvements to fraud controls and investigative processes while partnering with internal stakeholders.
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 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.
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.
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.
