The Retirement Solutions Operations Analyst provides operational and analytical support to the retirement operations team while acting as a liaison between branch offices and leadership. This role manages operational workflows, supports M&A transitions, and drives process improvements through data analysis and automation.
This role is responsible for executing, maintaining, and improving the standard operating model for the Retirement Solutions business. It involves translating platform strategy into actionable workflows, documentation, and governance practices while driving platform adoption across teams.
The Intake Analyst evaluates client-submitted data for prospective businesses to set risk-based pricing and ensure data accuracy. They are responsible for communicating directly with clients and insurance carriers while managing time-sensitive underwriting requests.
The Account Manager builds and maintains strong client relationships while ensuring maximum value from the HCM platform. They provide ongoing support, resolve issues, deliver product education, and identify opportunities for platform expansion.
The Client Advocate serves as the primary point of contact for employees, assisting with benefit plan questions, claims resolution, and transition of care issues. They also coordinate client events such as health fairs and wellness meetings while working collaboratively with an internal team.
The People Operations Manager will provide professional support for all People functions, including benefits administration, compensation analysis, and policy management. They will also oversee the employment lifecycle, from onboarding and background checks to performance reviews and off-boarding processes.
The Client Portfolio Manager serves as a subject matter expert on the investment platform, collaborating with advisors to implement and monitor portfolios. They are responsible for crafting tailored investment plans, overseeing trade execution, and developing client-ready deliverables to support business growth.
The Strategic Account Executive manages a client book of business, focusing on fostering relationships and ensuring quality service delivery. Key duties include analyzing plan performance, managing PBM implementations, and coordinating RFP processes for new clients.
The Benefits Specialist manages a book of clients to ensure accurate onboarding and understanding of employee benefits while maintaining regulatory compliance. Key duties include implementing new plan designs, performing benefits audits, and resolving client inquiries via a CRM system.
The Payroll Specialist is responsible for executing accurate multi-state payroll processing, managing tax compliance, and conducting regular audits. The role also involves coordinating benefit deductions and collaborating with HR and finance teams to optimize payroll operations.
Transform AI prototypes and early-stage builds into scalable, secure, and production-ready enterprise applications. Partner with Product Managers to design, build, and deploy end-to-end AI solutions across various business lines.
Coordinate the post-sale implementation and onboarding of self-funded benefit programs, including stop loss and captive options. Manage claims monitoring, reimbursement tracking, and serve as a liaison between clients, TPAs, and carriers.
Lead a team of Business Development Executives to drive growth for the Human Resources Consulting practice in the West Region. Responsible for achieving annual sales targets, coaching the sales team, and collaborating across different business practices to provide integrated client solutions.
The M&A Integration Engineer manages the technical diligence and integration process for newly acquired companies. This includes performing system conversions, migrating data, and providing technical support to ensure a smooth transition for new employees.
Produce high-quality, on-brand creative assets across multimedia, video, presentations, and social media to support brand engagement and leadership communications. Collaborate cross-functionally to develop creative frameworks and toolkits that ensure brand consistency during M&A integrations and business updates.
Provide high-level administrative support to the Chief Product Officer, including calendar and travel management. Gradually transition into product operations by optimizing workflows using AI tools and supporting strategic product initiatives.
The Analyst manages the end-to-end stop loss renewal cycle and TPA (ASO) marketing processes for assigned clients. They are responsible for securing competitive quotes and providing financial analysis to support self-funded insurance programs.
The Sales Associate manages the operational execution of complex PEO sales cycles, including RFP coordination and underwriting liaison. They are responsible for preparing closing kits and maintaining accurate CRM records to ensure a seamless transition to implementation.
The Actuarial Director leads the development of client data and analytics strategies and oversees the execution of actuarial studies for health benefits. They serve as a financial contact for clients, managing deliverables and mentoring junior actuarial staff.
Responsible for correcting plan level and member enrollment audits to ensure data accuracy in cloud-based benefits administration tools. This includes researching root cause issues, working with carriers on eligibility requests, and maintaining detailed documentation.
Provide extensive HR consultation to clients regarding compliance, wage and hour laws, and employee relations. Manage client relationships, conduct HR assessments, and develop training content for webinars.
Own the strategy and performance of the sales technology stack to improve seller effectiveness and productivity. Lead the integration of AI-powered tools and intent data into daily sales workflows while managing vendor relationships and ROI.
Manage and grow a book of retirement plan clients by designing plan structures and building trusted relationships with plan sponsors. Coordinate with internal specialists to deliver consulting services, fiduciary training, and participant education to ensure long-term client retention.
The SDR is responsible for growing the sales funnel by identifying ideal prospects and validating contact data. They will manage CRM hygiene in Zoho CRM and execute multi-channel outreach to book qualified appointments.
Serve as the senior operational lead for strategic accounts with 3,000+ employees, managing complex renewal cycles and funding structures. Lead multi-disciplinary service teams to ensure high-quality delivery and alignment with client business objectives.
The Senior Benefits Consultant is responsible for retaining clients and managing their book of business through strategic benefit design and financial analysis. They oversee plan renewals, ensure service delivery excellence, and maintain strong relationships with carriers and vendors.
Provide expert HR consultation to clients regarding wage and hour laws, leaves of absence, and employee relations. Manage client relationships, track billable work, and develop training content for webinars.
The Benefits Consultant is responsible for retaining clients by overseeing benefit design, financial analysis, and plan renewals. They manage the overall service delivery and communicate industry trends and the company's value proposition to active clients.
The AI Innovation Leader drives the application and adoption of AI within a specific practice by translating business priorities into a use case pipeline. They act as the primary link between the practice and the central AI Product Team to ensure measurable business impact and productivity gains.
The Implementation Specialist will support the new business and renewal process for clients, managing the flow of group business from proposal receipt to carrier finalization. Responsibilities include gathering applications, instructing employers on paperwork, and maintaining communication with clients and carriers.
