The Retirement Plan Consultant will serve as a subject matter expert for qualified retirement plans, performing compliance testing, trust accounting, and quality control reviews. They will also partner with internal teams and plan sponsors to resolve technical issues and ensure timely project completion.
The Senior Account Manager will oversee strategic partner relationships for outsourced recordkeeping services, focusing on non-ERISA 403(b), 457, and IRA business. They will drive process improvements, manage partner inquiries, and serve as a subject matter expert to ensure service delivery excellence.
The Relationship Manager serves as the primary point of contact for plan sponsors and investment advisors, managing a book of business with a consultative approach. They are responsible for compliance testing, fiduciary file delivery, issue resolution, and maintaining proactive client relationships.
