Oversee client success activities and facilitate communication between clients and internal teams for at least 125 retirement plans. Ensure timely completion of annual requirements, monitor project deadlines, and lead annual client reviews.
DEFINITI LLC
9 Remote Job Openings at DEFINITI LLC
Oversee the administration and fiduciary governance of retirement plan services in compliance with ERISA Section 3(16). Lead and mentor a high-performing team to ensure service excellence, regulatory adherence, and high-quality client experiences.
The Billing Specialist is responsible for processing high-volume client invoices accurately according to contract terms. They also track A/R aging, handle client inquiries, and provide audit support.
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.
Drive revenue growth by cross-selling 3(16) fiduciary services to existing clients to meet ARR quotas. Manage the full sales cycle from lead identification and outreach to proposal delivery and closing.
Support the sales team in achieving revenue goals by driving awareness and developing relationships with financial advisors, recordkeepers, and CPAs. Manage the end-to-end sales process from outbound campaigns and proposals to the transition of new business to implementation.
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.
