The Strategist Participant Communication develops and manages multi-channel communication strategies for large-market clients to improve retirement readiness and participant behavior. This role serves as a primary client contact, overseeing project deliverables, budgets, and client satisfaction while presenting strategic concepts.
The role serves as a subject matter expert in business continuity and disaster recovery, coordinating the development and testing of recovery plans across the organization. You will provide expertise to management, oversee business impact analyses, and manage training schedules for key stakeholders.
The Senior Manager will oversee advisory and planning functions within the wealth management and premier brokerage divisions. They are responsible for driving strategic initiatives to help customers achieve financial freedom while fostering an inclusive team environment.
The Relationship Manager is responsible for managing a book of business, focusing on retention, profitability, and providing strategic solutions to plan sponsors. They collaborate with advisors and internal teams to deliver plan reviews, employee education, and business growth opportunities.
The Client Onboarding Specialist establishes new client accounts and facilitates the end-to-end asset transfer process. They serve as a primary point of contact for clients, managing complex money-movement activities and coordinating with internal teams to ensure operational accuracy.
The Security Engineer will design, implement, and optimize Data Loss Prevention (DLP) policies while building and tuning detections within SIEM platforms. They will also automate security workflows and collaborate with cross-functional teams to manage insider threats and enhance overall security posture.
The Security Engineer will triage, investigate, and remediate security incidents while managing various security tools like SIEM and EDR. They will also collaborate with technical and non-technical teams to improve detection rules and contribute to enterprise-wide security initiatives.
The Lead Stock Plan Services Associate acts as an operational lead and subject matter expert, managing complex equity compensation transactions and brokerage workflows. This role coordinates daily team operations, ensures regulatory compliance, and drives process improvements across cross-functional departments.
Conduct individual retirement readiness reviews and group presentations for public employees participating in government 457 plans, using consultative expertise to improve retirement outcomes. Build stakeholder relationships, manage territory plans and meetings, document interactions for compliance, and meet service and business targets.
Review and approve complex communications for compliance with FINRA, SEC, and insurance regulations while maintaining required records. Provide subject matter expertise, conduct surveillance, and assist with regulatory examinations and internal training.
The Retirement Plan Advisor conducts individual and group presentations to help participants achieve retirement readiness and financial goals. They also manage strategic stakeholder relationships and document all interactions within Salesforce to ensure regulatory compliance.
The Lead Fullstack Developer will serve as the functional owner of an internally developed document automation platform, driving its design, development, and continuous improvement. They will collaborate with business stakeholders to translate operational needs into scalable, intuitive software solutions using Laravel, React, and AWS services.
The Stock Plan Services Quality Specialist performs quality reviews of back-office operational processing functions to ensure accuracy, compliance, and adherence to service standards. This role collaborates with internal teams to manage risk, resolve complex operational issues, and support regulatory requests.
Manage a portfolio of 150–350 customers and guide them through consolidating retirement assets into Empower employer-sponsored plans. Conduct inbound and outbound calls, meetings, and correspondence; educate customers, coordinate with other firms, and oversee rollovers, exchanges, and transfers through completion.
Drive investment product distribution, AUM growth, and asset retention across institutional retirement plan markets, while serving as a subject matter expert on the company’s investment offerings. Advise clients and internal teams, develop sales opportunities and business plans, deliver investment presentations and analysis, and collaborate on product positioning and growth initiatives.
You will lead and motivate a team of senior retirement consultants to drive customer deepening goals and execute strategic marketing campaigns. The role involves partnering with internal teams to manage business targets and enhance the overall customer experience through effective service standards.
The role oversees the administration, accounting, and reporting of client equity compensation plans including stock options, RSUs, and ESPPs. It serves as a primary liaison for clients, providing technical expertise, best practice guidance, and ensuring accurate financial and plan balance reporting.
The Client Experience Specialist supports advisory practices by delivering exceptional service, managing client requests, and maintaining strong long-term relationships. They collaborate with advisory teams to identify financial planning opportunities, coordinate portfolio implementation, and ensure accurate execution of service requests.
The Retirement Planner will conduct conversations with clients regarding retirement readiness and enroll them in advisory services. They are responsible for identifying opportunities to increase assets under management while adhering to compliance and risk procedures.
The Senior Counsel will serve as the principal legal advisor for defined contribution and multiemployer retirement businesses, providing guidance on complex ERISA, tax, and regulatory matters. They will partner with cross-functional teams to support product development, operational excellence, and strategic growth initiatives.
The Lead Associate manages escalated participant calls, performs quality monitoring, and conducts supervisory reviews to ensure regulatory compliance. They also partner with leadership to coach associates, analyze operational data, and develop training resources to improve service quality.
The Lead Analyst will manage financial reporting for enterprise data platforms, including budgets, forecasts, and cloud consumption metrics. They will partner with cross-functional teams to identify cost-saving opportunities and provide actionable insights for technology and business leaders.
Serve as lead counsel for the Personal Wealth product organization, advising on the design, development, and distribution of innovative wealth offerings. Partner with product, compliance, and business teams to ensure legal alignment while navigating complex regulatory frameworks.
The specialist will efficiently review and process client requests, including account enrollments, transfers, and complex estate settlements. They will also collaborate with clearing firm representatives and internal stakeholders to ensure accurate account maintenance and documentation.
Review and approve brokerage account enrollments, maintenance, transactions, distributions, and transfers while ensuring quality and processing standards. Research and resolve escalated issues, identify operational and fraud risks, support audits, and train representatives on brokerage processes.
The analyst will prepare recurring financial reports, dashboards, and variance analyses to support decision-making for Technology and Operations teams. They are also responsible for maintaining financial planning models, supporting the monthly close process, and monitoring budget performance.
Provide comprehensive financial wellness and retirement planning consultations for large and mega-sized institutional clients. Develop personalized financial plans and maintain long-term participant relationships through expert guidance and ongoing service.
The Senior Manager executes the company's operational risk management framework by providing independent oversight and credible challenge to the First Line of Defense. They are responsible for identifying and assessing operational risks, evaluating control effectiveness, and driving remediation efforts for identified issues.
The Premier Service Associate supports existing clients with investment needs, including trading, asset movement, and account operations. They also engage customers in investment recommendation conversations and identify opportunities to refer business to the Retirement Advisor Team.
Provide exceptional service and support to retail customers through inbound telephone interactions while assisting with various investment product trades. Manage service requests including account opening, asset movement, and maintenance while identifying new business opportunities for the Retirement Advisor Team.
The Premier Wealth Advisor will deliver a high-touch, personalized experience for high-net-worth clients by managing relationships and providing strategic financial planning. They will collaborate with a practice team to execute investment strategies, monitor client accounts, and identify opportunities to deepen client engagement.
The Senior Data Engineer will design, build, and maintain scalable data infrastructure and ingestion frameworks to support data-driven reporting. This role involves collaborating with cross-functional teams to implement data governance, optimize performance, and mentor junior engineers.
The Lead Ariba Systems Administrator manages the configuration, maintenance, and support of the SAP Ariba platform to ensure effective procurement and source-to-pay operations. This role acts as a key liaison between IT, Finance, and Procurement to drive system optimizations, process improvements, and user training.
The associate supports the implementation, administration, and execution of Rule 10b5-1 trading plans for corporate insiders and executive clients. They also coordinate Rule 144 and Form 144 filings while ensuring compliance with SEC regulations and internal policies.
Business Systems Analysts evaluate organizational processes and systems while collaborating with stakeholders to gather requirements and document system specifications. They facilitate communication between business users and IT teams to ensure technology solutions align with organizational goals and support project implementation.
The Relationship Manager is responsible for managing a book of business, focusing on retention, profitability, and growth for plan sponsors. They collaborate with advisors and plan sponsors to provide solutions regarding plan design, investments, and retirement readiness.
You will automate infrastructure provisioning and configuration management while maintaining continuous integration environments to ensure operational excellence. Additionally, you will partner with engineering teams to design tools and processes that improve productivity and system reliability.
The Senior Software Engineer will lead the modernization and migration of enterprise reporting solutions by partnering with data architects and business stakeholders. They are responsible for designing scalable technical data models, optimizing reporting structures, and mentoring engineering team members on best practices.
The Senior Manager oversees U.S. Statutory and GAAP accounting and financial reporting for separate accounts, subsidiaries, and affiliates. They are responsible for managing staff, ensuring regulatory compliance, and implementing process improvements for financial reporting systems.
The Wealth Solutions Advisor works with individual consumers to develop financial plans, consolidate assets, and meet long-term savings goals. The role involves driving scheduled appointments, managing a sales pipeline, and utilizing financial tools to provide holistic solutions.
The Director of Security Operations & Engineering leads teams responsible for protecting information systems through monitoring, incident response, and security engineering. This role serves as a strategic partner to stakeholders, ensuring security controls are effectively designed and aligned with business objectives.
The Senior Data Foundry Engineer is responsible for building and scaling user-facing data applications and custom widgets to support the digitization of the Compliance Organization. This role involves managing the full lifecycle of data from ingestion and transformation to ontology design and application deployment.
The Senior Relationship Manager serves as a strategic partner to mid-market clients, managing a portfolio of retirement plans to drive retention, growth, and retirement readiness. They act as the primary point of contact for plan sponsors and advisors, delivering strategic insights and ensuring seamless service delivery.
The Data Modeler will design, develop, and maintain scalable conceptual, logical, and physical data models to support enterprise analytics and reporting. They will collaborate with cross-functional teams to translate business requirements into efficient data structures within Snowflake and AWS environments.
The Solution Architect will partner with business and IT teams to define technology strategies, reference architectures, and integration patterns. They will lead the design of secure, scalable solutions while providing technical leadership and coaching to development teams.
The Data Architect will design and shape cloud and data architecture while partnering with cross-functional teams to modernize complex systems. They will also evaluate emerging technologies like Generative AI and establish architectural standards to ensure scalable, secure, and efficient data solutions.
The manager will lead day-to-day operations for defined contribution plans while ensuring adherence to regulatory requirements and service-level agreements. They are responsible for managing team performance, driving process improvements, and coordinating with cross-functional teams to mitigate operational risks.
The Data Architect will design and modernize cloud and data architectures while partnering with cross-functional teams to align with IT data strategies. They will also prototype emerging technologies like Generative AI and provide architectural guidance to ensure scalable, secure, and efficient data solutions.
The Architect will provide thought leadership in aligning technology projects with business initiatives and evolving the technology roadmap. They are responsible for designing end-to-end solutions, establishing best practices, and collaborating with cross-functional teams to ensure system stability, scale, and performance.
The Software Engineer is responsible for designing, developing, and maintaining scalable software applications throughout the full development lifecycle. They will collaborate with cross-functional teams to implement requirements, optimize data pipelines, and leverage AI tools to enhance development efficiency.
The Retirement Plan Counselor delivers virtual and on-site education and enrollment presentations to plan participants. They also manage relationships with key stakeholders and drive measurable actions to improve retirement outcomes.
The role involves coordinating annual IT narrative refreshes, maintaining in-scope IT system inventories, and supporting the administration of internal controls. Additionally, the analyst will assist with testing cycles, documentation reviews, and reporting to ensure compliance with financial reporting standards.
Lead the design, development, and implementation of scalable test automation frameworks while mentoring quality engineering teams. Partner with cross-functional stakeholders to integrate automated tests into CI/CD pipelines and drive continuous improvement in software quality.
The counselor delivers on-site and virtual education and enrollment presentations for defined contribution plans to drive participant retirement outcomes. They also build and maintain relationships with key stakeholders and plan sponsors within their assigned territory.
The Retirement Plan Counselor delivers on-site and virtual education and enrollment presentations to plan participants to drive positive retirement outcomes. They also manage relationships with key stakeholders and assist the Relationship Management team within their assigned territory.
You will automate provisioning and configuration management using Infrastructure as Code best practices while maintaining continuous integration environments. Additionally, you will partner with engineering teams to design infrastructure tools that improve productivity and ensure operational excellence.
The Solution Architect will lead the design and implementation of secure, scalable, and cost-effective end-to-end solutions across Human Resources, Legal, Compliance, and the Office of the CIO. They are responsible for defining target-state architectures, guiding infrastructure automation, and ensuring alignment with enterprise standards and security requirements.
Provide phone-based guidance to customers regarding employer-sponsored retirement accounts and investment options during key life moments. Educate clients on retirement plan details and account options to help them achieve their long-term savings goals.
The Senior Integration Architect will design and implement scalable API-first and event-driven architectures to ensure reliable system communication. They will lead modernization efforts for legacy integrations and establish best practices for API lifecycle management and distributed system reliability.
The consultant provides comprehensive retirement and financial wellness advice to participants in employer-sponsored plans through inbound and outbound engagements. They are responsible for meeting sales and service goals while educating customers on distribution options and investment strategies.
The Lead Software Engineer will design and develop scalable microservices and real-time streaming applications using modern backend technologies. This role involves leading engineering teams, defining technical strategy, and promoting best practices in system design, testing, and CI/CD.
The Business Analyst will develop analytical tools to improve customer acquisition and retention while managing marketplace operations and marketing initiatives. They will also draft communication copy, manage automated drip campaigns, and oversee paid media efforts to maximize ROI.
Design, develop, and maintain new features while collaborating with the engineering team to improve platform performance and reliability. You will also be responsible for creating reports, analyzing data, and leading less experienced developers.
The Driver Engagement Associate is responsible for executing outbound calls to customers to assist them throughout their journey and accurately documenting all interactions. They will also collaborate with the team to improve call scripts and ensure consistent project execution.
The Senior Associate will verify the accuracy and completeness of new customer account information. They will also collaborate with the customer success team and communicate with customers via phone, email, and messaging.
Customer Support Associates are responsible for addressing and resolving driver and rider issues on the Empower platform. They must maintain platform knowledge, ensure timely correspondence, and provide product recommendations to reduce future support volume.
You will be responsible for investigating fraudulent activity, monitoring transactions, and refining escalation protocols to protect the platform. Additionally, you will collaborate with cross-functional teams and support the training of new team members.
The Sales Program Manager will recruit, train, and oversee field sales contractors to support market expansion. They are also responsible for refining operational processes and workflows to optimize the field sales program.
Lead, coach, and manage a remote customer support team to ensure 24/7 service excellence and performance standards. Oversee team workflows, quality assurance processes, and the escalation of critical issues while maintaining a deep understanding of the company platform.
The Senior Zendesk Administrator will design and maintain skills-based and predictive routing while managing Zendesk AI agents and Copilot workflows. They will also partner with cross-functional teams to build dashboards and optimize support processes to support organizational scaling.
Manage and coach a remote team of customer support agents to ensure 24/7 service excellence. Oversee performance metrics, quality assurance processes, and team workflows while maintaining a deep understanding of the company platform.
Manage the full recruiting lifecycle, including sourcing, screening, and interviewing candidates to meet talent needs. Collaborate with senior leadership to develop structured interview processes and negotiate offers.
The Senior Architect will design and evolve enterprise integration architectures, focusing on API-first and event-driven patterns to ensure scalable system communication. They will lead modernization efforts for legacy systems and establish best practices for API governance, security, and distributed system reliability.
The Senior Business Systems Analyst acts as a bridge between business stakeholders and technical teams to translate business needs into detailed, testable requirements for UI and API development. The role also involves performing hands-on quality assurance activities, including test case execution, defect documentation, and system validation.
Lead the design and implementation of scalable, secure cloud-based architectures focusing on AI, Generative AI, and Machine Learning. Partner with business and engineering teams to modernize applications and establish MLOps best practices.
The Retirement Plan Counselor will deliver on-site and virtual education and enrollment presentations for defined contribution plans to participants across various plan sizes. This role also involves assisting the Relationship Management team in establishing and maintaining key stakeholder relationships within the assigned territory.
This senior technical leader role involves architecting and implementing complex software solutions, driving technical excellence, and shaping the technical roadmap as an individual contributor. Responsibilities include hands-on coding, leading design and implementation of critical components, code reviews, and production on-call duties.
