The representative will handle customer inquiries via phone, email, and chat regarding various account-based employee benefit plans. They are responsible for processing financial and non-financial transactions while ensuring high-quality service and adherence to HIPAA compliance.
The Engagement Leader will drive revenue growth by identifying and securing new client relationships through strategic networking and public speaking. They will also lead project teams in delivering compensation consulting solutions, including market pricing, incentive design, and pay structure development.
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.
The Account Executive provides client service to partners and plan sponsors by managing retirement plan inquiries and resolving issues. They also deliver value-added consulting and support the sales team to drive client retention and growth.
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 Manager is responsible for leading a team of consultants and assistants to deliver high-quality retirement plan services to clients. They will oversee staff performance, monitor productivity metrics, and implement workflow improvements to ensure service standards are met.
Serve as the primary contact for plan sponsors and financial advisors, advising on ERISA compliance, retirement plan design, reporting, and regulatory deadlines. Oversee plan testing, valuations, participant statements, Form 5500 filings, loans, distributions, audits, and client conversions while supporting and mentoring plan coordinators.
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 analyst will support vendor oversight, procurement processes, and contract lifecycle management systems by coordinating with cross-functional teams. They are responsible for maintaining system data quality, managing workflows, and providing operational support to ensure consistent process execution.
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.
You will provide technical leadership and architectural direction for DevOps, CI/CD, and cloud-native engineering practices across multiple agile teams. Additionally, you will design automated delivery platforms and mentor engineers to promote a culture of operational excellence and DevSecOps.
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 Principal Architect is responsible for defining and executing the enterprise endpoint strategy, including managing Windows, macOS, and mobile platforms. They provide technical leadership and governance for endpoint management platforms, hardware standards, and lifecycle services while coordinating across internal teams and service providers.
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.
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 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 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 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 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 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 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.
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 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.
