The Senior DevOps Engineer will design, implement, and operate a standardized CI/CD framework across hybrid AWS and on-premises environments. This role focuses on enabling high-quality software delivery through progressive delivery, automated testing, and robust observability standards.
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 Internal Sales Consultant is responsible for identifying and cultivating new business opportunities within an assigned book of business to drive revenue growth. They manage the full sales cycle, deliver presentations, and partner with external sales counterparts to achieve monthly sales targets.
The Call Center Representative manages customer inquiries and processes account-based employee benefit plans via phone, email, and chat. They are responsible for maintaining high service standards, processing financial transactions, and ensuring all data handling remains HIPAA compliant.
The Financial Analyst is responsible for performing advanced operational and financial analysis for 529 plan administration using Kofax and Unite systems. They will manage transaction processing, reconcile data, resolve exceptions, and lead process improvement initiatives to optimize workflow efficiency.
The Senior Financial Analyst leads advanced financial analysis, operational oversight, and process improvements for offshore 529 plan administration. They are responsible for transactional processing, reporting, and ensuring regulatory compliance while mentoring junior analysts.
Provides architectural leadership for customer engagement and contact center technologies, including CCaaS, conversational AI, and CRM integrations. Defines technical standards and leads modernization initiatives to ensure scalable, secure, and efficient customer experience solutions.
Design, develop, and maintain conversational AI solutions including voice bots and virtual agents to enhance contact center experiences. Collaborate with cross-functional teams to integrate AI workflows and optimize performance using modern cloud and data technologies.
Serve as the primary point of contact for plan sponsors and financial advisors regarding ERISA compliance, plan design, and governmental reporting. Manage client accounts, perform annual testing, and coordinate with internal operations to ensure accurate and timely service delivery.
The Operations Associate II is responsible for the accurate and timely processing of back-office transactions, including enrollments, payroll, and distributions. They must also resolve client issues, reconcile accounts, and maintain high service standards while adhering to departmental SLAs.
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 Compliance Manager oversees plan operations to ensure adherence to ERISA guidelines and the Internal Revenue Code. Responsibilities include managing plan notices, performing compliance testing, and providing support for annual 5500 audits.
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 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 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 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 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.
Leads high-performing engineering, QA, DevOps, and data architecture teams to deliver scalable and secure software solutions. Drives operational efficiency through lean practices, AI integration, and alignment with enterprise technology strategy.
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.
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.
Administer and maintain service and communications for Non-Qualified plan clients, including record keeping and plan statements. Provide day-to-day client support, interpret plan documents, and manage enrollment events and payroll items.
Lead and manage regional sales operations for the RPS division. Drive revenue growth and oversee sales strategies within the assigned territory.
Drive revenue growth and manage client relationships through outbound sales calls and inbound lead handling. Conduct face-to-face presentations and maintain accurate documentation of all sales activities within the assigned territory.
The Engagement Leader is responsible for generating revenue by identifying new clients and designing compensation projects. They oversee the delivery of technical project deliverables and manage client relationships to ensure high professional accuracy.
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 strategy, product development, and national distribution of workplace-based 529 and ABLE savings solutions. Responsible for building a distribution network, managing the P&L, and collaborating with cross-functional teams to scale the offering across Fortune 1000 employers.
Lead the strategic direction and tactical execution of sales enablement marketing programs to drive growth, client retention, and lead generation. Manage the creation and optimization of sales collateral, digital campaigns, and marketing technology to support the sales lifecycle.
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.
