Provide excellent client/advisor experience during the implementation phase of retirement plans
Act as a liaison between clients, advisors, and platform providers to manage plan timelines
Audit plan data, review adoption agreements, and configure internal software for accurate record keeping
Nova 401(k) Associates is a national third-party administration firm specializing in 401(k) plan services for clients and advisors. They have a nationally recognized sales team and a collaborative culture that offers growth opportunities for professionals.
Manage an assigned book of retirement 401(k) plans to ensure client satisfaction, retention, and profitability.
Serve as escalation point for service issues, consulting on plan design and compliance with ERISA.
Train clients on systems and resources, and cross-sell products to deepen relationships.
Transamerica is a financial services company offering insurance, retirement, and investment solutions to help people achieve financial freedom. They employ nearly 7,000 people as part of the international Aegon group, fostering a collaborative and inclusive culture.
Lead the implementation of defined benefit pension plan administration, managing team deliverables and configuring calculation engines.
Utilize expertise in Canadian and American pension plans to support project management, risk identification, and process improvement.
Work remotely from anywhere in Canada with a comprehensive benefits package, collaborating with a global team of nearly 10,000 members.
TELUS Health is a global-leading health and well-being provider that leverages technology to improve health outcomes for consumers, patients, and employers. The company has a multidisciplinary global team of nearly 10,000 members and fosters a culture of innovation, mutual aid, and diversity.
Prepare, review, and coordinate retirement plan documents including adoption agreements and trust agreements.
Manage onboarding workflows from initial document preparation through execution and completion.
Partner with advisors, clients, and internal teams to ensure accuracy, compliance, and timely execution.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. It is recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, with a network of 19 leading firms.
Act as the single point of contact for plan sponsors, delivering superior customer service and solving issues.
Communicate key plan features, assist with compliance, and manage annual testing and reporting.
Maintain up-to-date knowledge of ERISA legislation and collaborate cross-functionally to optimize customer plans.
Human Interest is on a mission to ensure that all workers have access to retirement benefits by making it affordable for small and medium-sized businesses. It is a high-growth fintech company backed by top investors including BlackRock, SoftBank, and TPG, and has been recognized as a Great Place to Work.
Lead day-to-day administration and service delivery for retirement plans.
Serve as primary point of contact for retirement plan and wealth clients.
Conduct participant education sessions on retirement planning and investments.
The Olson Group is an employee benefits consulting firm specializing in retirement planning and group insurance plans. Since 2003, they have maintained a 90% client retention rate, emphasizing outstanding customer service.
Manage the onboarding and ongoing success of employers with fewer than 3,000 employees, ensuring a seamless experience from launch through long-term engagement.
Serve as the primary point of contact for a portfolio of employers, partnering closely with Broker Partnerships, Marketing, Product, and Operations.
Identify opportunities to increase awareness and utilization of the Rula benefit through customized communications and support.
Rula is a mental health company dedicated to providing quality, evidence-based care and reducing stigma around mental health. They are a remote-first organization with a culture of inclusion and diversity, and they currently hire in most U.S. states.
Develop and manage strategic partnerships with national and regional RIA, Broker-Dealer, recordkeeper, and asset management firms to drive sales growth.
Build and expand relationships with key decision-makers, executing account plans to increase distribution and revenue across assigned accounts.
Monitor industry trends and regulatory developments, providing actionable insights and collaborating cross-functionally with Sales, Marketing, Product, and Operations.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement plan administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, the company operates a coast-to-coast network of 19 leading firms.
Orchestrate the transition to holistic financial wellness programs by working closely with clients to understand their unique needs and goals.
Develop and implement tailored financial wellness strategies aligned with client objectives and culture.
Foster strong client relationships, ensure program success, and drive participant engagement through education and advocacy.
CAPTRUST is a wealth management and retirement planning firm that provides financial wellness and advisory services to clients. The company fosters a collaborative culture and offers opportunities for professional growth, with a focus on high standards and employee engagement.
Lead end-to-end implementation activities for growth and strategic healthcare clients, ensuring on-schedule, within-scope deployments.
Serve as primary implementation contact, facilitating stakeholder meetings and maintaining alignment throughout the implementation lifecycle.
Develop project plans, lead payer enrollment workstreams, and conduct business reviews to tailor implementations to client needs.
They provide healthcare technology solutions to large organizations. The company fosters a collaborative, fast-paced culture centered on innovation and continuous learning.
Coach and mentor a team of Partner Account Managers to achieve and exceed revenue goals.
Recruit and retain Partner Account Managers by hiring for required skills and coaching sales processes.
Drive a culture of accountability while traveling within your region and nationally.
Human Interest is a fintech company on a mission to make retirement benefits accessible to employees of small and medium-sized businesses. They are a high-growth company backed by top investors including BlackRock and SoftBank, with a culture focused on customer obsession and long-term orientation.
Manage end-to-end implementation of new customers onto a global payroll system, ensuring accuracy and compliance.
Serve as primary point of contact for payroll customers, analyzing needs and providing statutory recommendations.
Coordinate parallel payroll runs, reconcile wage-based taxes, and oversee go-live handover to operations.
This partner company offers a global payroll platform for international businesses. It operates as a fully remote, globally distributed team that values asynchronous collaboration and continuous improvement.
Lead benefits strategy and service delivery for an assigned book of business, acting as a trusted advisor to clients.
Develop and execute annual account plans, monitor industry trends, and provide regulatory guidance.
Collaborate with Sales, Technology, and Product teams to strengthen customer value and improve operational delivery.
The company is a benefits consulting firm that helps clients navigate complex benefits decisions and develop sustainable solutions. The company's size and culture are not detailed in the posting.
Provide virtual support to clients via Zoom and other platforms, assisting with benefits inquiries and enrollment.
Build positive client relationships through professional communication and attentive service.
Work independently in a remote environment while collaborating with a virtual team and participating in training.
The partner company focuses on delivering personalized service to clients, helping them understand their available benefits. It operates as a fully remote organization with a collaborative virtual team and opportunities for professional development.
Directs day-to-day operations of retirement plans, providing mentoring and guidance to the retirement team.
Manages compliance and effectiveness of Jefferson retirement plans, working with internal and external partners.
Serves as subject matter expert for escalated retirement benefits inquiries and resolves issues through investigation.
Lehigh Valley Health Network is a nationally recognized health network offering compassionate, innovative care. With nearly 20,000 dedicated professionals, the organization fosters a collaborative culture focused on healing and community.