The Regional Sales Director is responsible for generating new retirement plan sales by building and managing relationships with financial advisors within a defined territory. They will serve as a plan design expert, conduct client consultations, and collaborate with internal teams to manage the sales pipeline.
The specialist serves as the primary point of contact for payroll clients, managing ongoing support, troubleshooting, and relationship building. They also coordinate new client implementations, including documentation tracking and conducting client training to ensure successful system adoption.
The HR Operations Analyst will own payroll, HRIS operations, and benefits administration for a growing U.S.-based company. They will serve as the internal subject matter expert for Paycom, driving data-driven decision-making through reporting and analysis.
The SoloK Associate will provide service to retirement plan clients and advisors by answering inquiries and managing plan tasks. They will also coordinate operational compliance projects and maintain accurate documentation within the company software.
The ERISA Team Leader will oversee the production of ERISA projects, manage team members, and provide technical support for complex retirement plan matters. They will serve as the primary escalation point for ERISA technical issues and ensure all KPIs and project deadlines are met.
The Installation Manager serves as the primary point of contact for new retirement plan clients, guiding them through the setup process and ensuring operational readiness. They are responsible for managing project timelines, coordinating with recordkeepers, and educating plan sponsors on compliance and system processes.
The consultant will manage compliance testing, trust accounting, and Form 5500 filings for small to mid-sized retirement plans. They will also provide expert support to clients and internal teams regarding complex plan administration and regulatory issues.
Manage a team of Participant Service Associates by conducting regular meetings, monitoring KPIs, and providing leadership development. Handle complex or escalated participant and advisor issues while collaborating with other departments to improve internal processes.
Serve as the primary point of contact for small business clients and advisors regarding retirement plan design and operations. Monitor annual compliance projects and resolve client questions related to technology and regulatory requirements.
The consultant will manage a portfolio of retirement plans, ensuring accurate service delivery and compliance with regulatory requirements. They will act as a liaison between actuarial and client service teams while performing complex testing and plan valuations.
