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 Senior Network & Cloud Engineer supports mergers, acquisitions, and divestitures through IT integration and separation planning and execution. This role manages Microsoft 365 migrations, infrastructure discovery, and cloud-based server migrations while coordinating with cross-functional teams.
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 Manager of Client Success leads, develops, and scales a team of Client Success Managers to ensure exceptional client outcomes and retention. This role involves strategic oversight of client portfolios, performance management of staff, and the implementation of process improvements to drive organizational efficiency.
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.
The Retirement Plan Consultant will establish and maintain trusted client relationships by managing the day-to-day operations of assigned retirement plan portfolios, focusing on small and less complex plans. Primary duties involve reviewing plan documents, consulting on administration, performing complex contribution calculations, and conducting required compliance testing.
