The Marketing Specialist will execute digital marketing strategies, manage email campaigns, and oversee automated lifecycle programs. They will also track campaign performance, optimize website content for SEO, and support paid advertising and social media initiatives.
The Saver Success Specialist serves as the primary point of contact for retirement plan participants, providing account, compliance, and technical support. They are responsible for managing inbound and outbound communications, resolving issues, and improving the overall enrollment and support experience.
The Client Onboarding Manager owns the end-to-end onboarding experience, leading team members and designing scalable workflows. They partner with Product and Engineering to improve tools while measuring performance through KPIs to ensure operational success.
The analyst provides flexible, cross-functional support for 401(k) plan onboarding, conversions, and client servicing to maintain service levels and reduce operational bottlenecks. They act as a primary point of contact for stakeholders, ensuring accurate case documentation and compliance with regulatory requirements.
The Analyst manages the end-to-end onboarding of new 401(k) plans, including document preparation, payroll integration, and platform setup. They serve as the primary point of contact for clients and advisors, ensuring compliance and providing ongoing education throughout the implementation process.
