Serve as the ERISA/compliance escalation point for complex plan provisions and Adoption Agreement interpretation.
Own end-to-end quality assurance for the plan review process and develop internal tooling for scalable review.
Build and deliver internal training and reference materials for non-specialist teams, and partner with Legal on regulatory interpretation.
Gusto is a modern payroll and HR platform that empowers small businesses by handling payroll, benefits, and more. With over 500,000 customers and offices in Denver, San Francisco, and New York, the company fosters a collaborative and inclusive culture.
Own utilization, capacity planning, workforce planning, and people operations for a professional services organization.
Design and implement AI-powered workflows and automation to eliminate repetitive work and improve decision-making.
Lead a small operations team and partner with senior leadership to build scalable systems and processes.
The partner company is a fast-growing professional services organization that helps clients scale efficiently. It is a lean, profitable, and experimental remote team with a culture of ownership and autonomy.
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.
Owns the strategy, performance, and compliance of Centivo's claims ancillary functions, with particular emphasis on Plan Documents.
Directly manages the Plan Documents Manager and CMAS Manager, ensuring accuracy, timeliness, and regulatory compliance.
Serves as the operational authority for CMAS and Plan Documents with clients, brokers, agents, TPAs, and stop loss carriers.
Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Headquartered in Buffalo, NY with offices in New York City, Centivo is backed by leading healthcare and technology investors.
Build and scale core People Operations processes for the full employee lifecycle across a multi-state healthcare organization.
Leverage AI tools and systems to optimize workflows, drive compliance, and ensure audit readiness.
Lead open enrollment and benefits administration, managing vendor relationships and team member communications.
Habitat Health empowers older adults to experience more good days in their homes and communities by providing comprehensive medical care and daily support through the PACE program. The company is backed by top healthcare investors and is entering a period of significant growth.
Take full ownership of a caseload of defined contribution retirement plans, including 401(k) and cross-tested plans.
Perform compliance testing, communicate with clients on plan mechanics, and research compliance topics.
Shadow senior administrators to enhance technical knowledge and maintain a collaborative team approach.
Strongpoint Partners is a tech-enabled retirement services platform providing integrated retirement plan administration, recordkeeping, payroll, and HR solutions for small to mid-sized businesses. Recognized as one of Inc. 5000's fastest-growing private companies and certified as a Great Place to Work, Strongpoint fosters a culture of collaboration, innovation, and service excellence across a coast-to-coast network.
Provide excellent client and advisor experience during plan implementation.
Coordinate data collection and act as a liaison between clients, advisors, and platform providers.
Set up internal systems and load information into compliance software.
We are a vibrant and growing national third-party administration firm specializing in retirement plan services. We have a nationally recognized sales team and offer advancement opportunities for our professionals.
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.
Develop new business opportunities with financial advisors, RIAs, and recordkeepers to promote retirement plan services.
Deepen distribution networks and build long-term partnerships with key industry intermediaries.
Execute targeted sales strategies, manage pipeline, and report through HubSpot CRM.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses, offering integrated third-party 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, it employs a collaborative team that values diversity and growth.
Lead the strategy and multi-year roadmap for Global People Operations, defining service delivery across all regions.
Set the direction for automation and enablement, establishing an operating model where AI agents handle repeatable work.
Design and implement a tiered service model spanning self-service, shared services, and experts, with clear routing and escalation.
Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. Ethos is transforming the life insurance experience with a robust three-sided technology platform, offering instant, accessible products and a seamless online process that requires no medical exams.
Actively assess health plan core administration and operations to identify root-cause drivers of cost, quality, and compliance gaps.
Translate findings into a future-state roadmap and business blueprint that positions BPaaS as a path to improved efficiency and compliance.
Quantify the opportunity with financial models (ROI, IRR, cost-benefit) and build the business case for operations leadership.
HealthEdge provides a BPaaS operating model for health plans to improve efficiency, compliance, and operational outcomes. The company operates remotely and values transformation expertise and collaborative advisory engagements.
Lead a team of payroll specialists to ensure accurate and timely payroll delivery across multiple countries.
Own end-to-end payroll operations, ensuring compliance, process improvement, and vendor management.
Collaborate cross-functionally and support global payroll implementation initiatives.
Remote provides a platform for businesses to hire, pay, and manage international teams compliantly. The company operates with a fully remote, async culture and values innovation, with employees across six continents.
Own employee and contractor onboarding and offboarding processes.
Serve as a main point of contact for staff support on benefits, payroll, and policies.
Maintain the internal handbook and manage relationships with HR service providers.
Epoch AI is a research institute that investigates trends in machine learning and the economic consequences of AI. They are a small, fully remote team with an inclusive culture and a focus on rigorous, accessible research.
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.