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 Onboarding Consultant manages the end-to-end implementation process for new retirement plans, ensuring service timelines and quality standards are met. They act as a primary point of contact for clients and advisors, coordinating internal departments to facilitate smooth plan transitions.
The analyst will monitor cybersecurity solutions for suspicious activity and manage threat detection tools including SIEM, EDR, and malware analysis. They are also responsible for developing incident response playbooks and maintaining threat intelligence reporting capabilities.
The Regional Vice President is responsible for driving retirement plan sales by building relationships with Financial Professionals, TPAs, and RIAs. They will provide product expertise, conduct needs analyses, and coordinate wholesaling efforts to meet sales targets.
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 Product Owner is responsible for defining the product roadmap and prioritizing the team backlog to ensure the execution of program priorities. They act as the primary point of contact for the Scrum team, facilitating sprint ceremonies and ensuring the technical and conceptual integrity of product features.
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 Senior Relationship Manager oversees complex accounts, driving client satisfaction, retention, and revenue growth through proactive consultative service. They partner with internal teams to manage the entire client lifecycle, from RFP participation to ongoing plan administration and strategic development.
The Client Relationship Manager serves as the primary point of contact for elite 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 Principal Security Ops Analyst is responsible for overseeing security operations, including event monitoring, incident response, and the management of various security tools. They will also lead team efforts, establish cross-training, and report on security metrics to ensure organizational effectiveness.
Performs complex compliance testing, document support, and government forms preparation for retirement plan clients to ensure tax qualification. Acts as a technical expert to support the team, resolve client issues, and lead process improvement initiatives.
The Senior Consultant will lead operational diagnostics and redesign workflows to drive efficiency, quality, and business value. They will partner with leadership to implement process improvements and prepare operations for future automation and AI-enabled agentic models.
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 associate is responsible for daily financial operations, including automated payment processing, fee reconciliation, and database management. They will also coordinate reporting and resolve inquiries to ensure a positive experience for advisors and clients.
The ERISA Consultant provides technical correction services for retirement plans through IRS and DOL programs while delivering consulting to internal and external clients. They are also responsible for conducting training, performing technical research, and managing special projects related to regulatory compliance.
The 3(16) Governance Operations Analyst supports fiduciary operations by reviewing plan administration against documented procedures. They identify procedural gaps, track remediation actions, and collaborate with internal stakeholders to ensure governance standards are met.
The Senior Fraud Investigator leads complex fraud investigations and identifies emerging fraud patterns to strengthen organizational risk strategies. They also conduct root cause analysis and partner with cross-functional teams to improve fraud prevention and response procedures.
The IRA Customer Service Specialist provides front-line support to IRA owners by managing account administration, processing applications, and handling distribution requests. They are also responsible for maintaining accurate records and ensuring compliance with IRA regulations while delivering exceptional customer service.
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 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 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 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 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.
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.
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.
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.
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.
