The intern will support the Financial Services Data Strategy team by performing data validation, reconciliation, and reporting tasks. They will also assist with documenting data models, maintaining project inventories, and supporting various operational initiatives across the organization.
Manage and grow a book of retirement plan clients while building trusted relationships and implementing plan structures. Coordinate with internal service teams to deliver high-quality consulting, fiduciary guidance, and participant engagement services.
The Manager of Payroll Consulting leads a team of consultants to provide expert payroll services and ensure regulatory compliance for clients. They are responsible for managing client relationships, overseeing daily operations, and identifying new business development opportunities.
The Payroll Specialist is responsible for managing multi-state payroll operations, including tax compliance, system configurations, and auditing. They will also collaborate with HR and finance teams to optimize payroll processes and ensure accurate benefit deductions.
The Investment Compliance Analyst is responsible for maintaining the firm's investment surveillance and testing program to ensure adherence to regulatory requirements and internal policies. This role involves monitoring trading activity, performing data analysis, and reporting findings to the Chief Compliance Officer and Investment Committee.
The HCM Sales Solutions Engineer delivers customized product demonstrations and conducts discovery sessions to align business challenges with product capabilities. They collaborate with sales, product, and customer success teams to drive revenue growth and ensure a seamless customer onboarding experience.
The Leave Management Specialist will manage day-to-day leave of absence administration for multiple clients, ensuring compliance with federal and state regulations. They will also provide expert guidance to clients, facilitate new client onboarding, and identify opportunities for process efficiencies.
The consultant will support the PEMA practice by performing employee benefits due diligence, financial modeling, and strategic advisory services for private equity transactions. They will also assist with portfolio-wide benefits assessments, benchmarking, and post-close integration initiatives.
The Business Development Associate is responsible for setting appointments with C-suite executives through outbound calls and emails. They will also manage CRM data, develop strategic relationships, and assist with marketing and sales initiatives.
The Manager of Wealth Growth Marketing acts as a consultant to wealth advisors, helping them implement national marketing programs and growth initiatives within their local markets. This role bridges the gap between field marketing and sales enablement by leveraging CRM data and AI tools to optimize prospecting, referral strategies, and advisor performance.
The Manager of Retirement Growth Marketing acts as a consultant to retirement advisors, helping them execute growth plans and adopt national marketing programs locally. This role bridges the gap between national strategy and field execution by leveraging CRM data, AI tools, and regional insights to drive business development.
The Payroll Specialist assists in processing biweekly and monthly payroll within Workday and serves as the primary point of contact for payroll-related inquiries. They are also responsible for auditing payroll data, managing tax compliance, and providing reporting documentation to Finance and HR departments.
The Sales Leader is responsible for driving sales strategy and execution across Washington, Oregon, and Idaho to meet annual growth goals. This role involves coaching producers, managing sales pipelines, and fostering a high-accountability culture through field support and performance analysis.
The Training Specialist designs and delivers training programs for Microsoft Dynamics 365 to support Employee Benefits and Human Resources Consulting teams. This role partners with subject matter experts to identify learning needs, develop instructional content, and drive system adoption across the organization.
The Global Benefits Analyst will support multinational employee benefits projects by conducting research, analyzing data, and preparing recommendations for the consulting team. They will also manage client projects, coordinate with local brokers and vendors, and ensure compliance with international regulations.
The Event Specialist manages the planning and execution of in-person, virtual, and hybrid events, including logistics, marketing activation, and stakeholder coordination. They also track event performance, manage sponsorship deliverables, and ensure all activities comply with financial services regulations.
The Business Analyst will own small to medium-sized D365 enhancements and user stories while supporting larger strategic initiatives through requirements gathering and UAT coordination. They will act as a liaison between business stakeholders and technical teams to ensure system behavior aligns with business needs.
The Implementation Project Manager leads client onboarding, manages executive stakeholders, and oversees project readiness and risk mitigation. They ensure cross-functional alignment and protect operational stability by managing scope, timelines, and implementation strategies.
The Actuarial Director leads the development of client data and analytics strategies while overseeing actuarial models for health benefits and risk exposure. They are responsible for managing client projects, providing financial projections, and mentoring junior staff to ensure sound financial administration.
The Account Manager is responsible for managing an assigned book of business and serving as the primary point of contact for client benefit-related service needs. They collaborate with internal teams to handle renewals, conduct strategy calls, and provide advisory support to ensure client expectations are exceeded.
The Human Resources Consultant designs and administers HR policies, procedures, and programs while providing expert counsel to clients. They manage various HR functions including compliance, onboarding, performance management, and employee relations across multiple client organizations.
The PBM RFP & Pricing Lead will own and optimize the end-to-end pharmacy RFP process, including pricing model development and PBM financial evaluation. This role involves leveraging AI-driven solutions to modernize workflows and providing strategic insights to internal teams and clients.
The Staff Attorney supports the Legal Department by drafting, reviewing, and negotiating various client and vendor agreements while advising on privacy and data protection matters. They also conduct research on legislative and regulatory developments to provide business-focused legal guidance to internal stakeholders.
The Human Resources Consultant designs and administers HR policies, procedures, and programs while providing expert counsel to clients. They manage various HR functions including compliance, onboarding, performance management, and employee relations across multiple client organizations.
The Regional Director is responsible for leading and coordinating employee engagement efforts across a region to deploy financial education and advice strategies. This role manages teams and processes to ensure educators are aligned and effective in delivering participant education and generating wealth referrals.
The Account Executive will manage the RFP and quoting process while maintaining agency pipelines and fostering carrier relationships. They will also provide administrative support to consultants and assist with new client onboarding and revenue reconciliation.
The Legal Specialist supports the legal, risk, and compliance departments by managing administrative tasks, maintaining case files, and facilitating departmental goals. They are responsible for modifying legal documents, conducting research, and managing internal site content to improve team efficiency.
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 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.
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.
