The Client Success Manager II oversees client success activities for complex retirement plans, ensuring timely task completion and project deadlines. They serve as the primary point of contact for clients and advisors, facilitating communication and managing plan-related requirements.
The manager will lead a team of retirement plan administrators to ensure compliance, service quality, and adherence to regulatory deadlines. They are responsible for mentoring staff, managing workflows, and serving as a key point of contact for client relationships.
This position is responsible for analyzing, documenting, and improving business processes and workflows to support operational and technology initiatives. The role acts as a bridge between business needs and technical delivery, facilitating Agile ceremonies and collaborating with cross-functional teams.
The Controller will lead core accounting operations, including financial reporting, monthly close processes, and annual audits. This role also involves managing the accounting team, supporting acquisition integration, and driving finance automation initiatives.
The Recordkeeping Account Manager serves as the primary client contact for approximately 140 daily recordkeeping plans, ensuring high-quality service and satisfaction. Responsibilities include managing client relationships, resolving plan issues, providing audit support, and coordinating plan implementations and distributions.
The Billing Specialist is responsible for processing client invoices, establishing billing parameters based on contracts, and managing accounts receivable aging. They will also research discrepancies, provide audit support, and collaborate with internal and external clients to ensure accurate and timely billing.
The Regional Sales Director is responsible for wholesaling retirement plan services and developing new financial advisor relationships within the assigned territory. They will manage a pipeline of prospects, foster plan sponsor relationships, and implement strategies to achieve sales goals.
The Internal Sales Wholesaler will drive revenue growth by managing outbound call campaigns and developing relationships with financial advisors and CPAs. They will also prepare business proposals, manage sales documentation, and ensure a smooth transition of new business to the implementation team.
The Channel Manager drives new business activity and increases proposal volume through strategic channel partnerships and targeted distribution efforts. The role focuses on generating qualified opportunities and managing a national production quota without being directly responsible for closing sales.
The Regional Sales Director is responsible for wholesaling retirement plan services and building relationships with financial advisors in the Eastern US. This includes generating proposals and managing a territory to drive growth for Defined Contribution and Defined Benefit administration services.
The Regional Sales Director is responsible for wholesaling retirement plan services and building relationships with financial advisors in the Western US territory. They will drive growth by prospecting new clients and managing a network of retirement service professionals.
