This role drives the success of financial planning by maintaining unified processes and training teams.
Leads a team of planners, overseeing day-to-day activities, training, and development.
Creates visibility for the firm through thought leadership and collateral on financial planning.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. They serve over 42,800+ families across 110+ cities, are ranked #1 RIA firm by Barron's, and have a culture where more than half of employees and client-facing professionals are women.
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.
Oversee the review and approval of financial promotions across Monzo's product suite to ensure compliance with FCA and ASA rules.
Review and approve claims about Monzo's products to ensure they are clear, fair, and not misleading.
Develop training materials for new product launches and keep up with regulatory developments in financial promotions.
Monzo is a digital bank on a mission to make money work for everyone, offering personal and business bank accounts, savings, and investments. They have grown significantly over the past decade in the UK and foster a culture of solving problems and changing lives through their products.
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.
Seek personal finance experts to help design and train the next generation of autonomous agents.
Apply your expertise in tax, investments, financial planning, estate, debt, or equity compensation.
Work on a flexible schedule from anywhere with no guaranteed volume of tasks.
This company helps the world’s most innovative companies improve their AI models by providing human feedback. It offers a flexible, remote working environment.
Provide litigation support to Staff Legal offices, including client communication, discovery, and legal research.
Manage legal documents and deadlines using case management and e-discovery tools.
Assist attorneys in strategy development and analysis for legal matters.
Liberty Mutual is dedicated to delivering exceptional legal services and supporting policyholders and business operations. They value a healthy work-life balance and foster a culture of continuous improvement and professional development.
Enter and organize client data in IncomeLab, Holistiplan, and HubSpot with high accuracy.
Run retirement projections, tax scenarios, and Roth conversion analysis to support advisor prep.
Work through detailed checklists and QA processes, moving from data setup to building full plans over time.
Peak Financial Planning is a fee-only RIA focused on retirement income planning, delivering $8,000 four-month engagements covering Social Security, tax-aware withdrawals, and Roth conversions. The firm is a small, remote-first team with a structured training system and a clear promotion path to Financial Planner.
Meet with wealth advisors and financial planners to review, fund, and maintain estate plans for high net worth clients.
Learn advanced planning strategies and build a book of ultra-high-net-worth clients.
Review and summarize existing estate planning documents, making recommendations based on changes in law and family circumstances.
Mercer Advisors helps families integrate financial planning, investment management, tax, estate, insurance, and more. With over 42,800 families served and ranked #1 RIA firm by Barron's, the company has a flexible, inclusive culture with over half of employees being women.
Interview clients, analyze medical records, and draft persuasive memos arguing for disability benefits.
Work with local representatives to run down missing paperwork at SSA.
Improve inefficient workflows to speed up case processing and get team buy-in.
Atticus makes it easy for any sick or injured American to get life-changing aid by connecting them to government benefits and insurance compensation. It is a fast-growing Series C startup with over $100 million in funding from top VC firms, a certified B Corporation, and a culture of humility and collaboration.
Analyze complex financial information and prepare schedules, exhibits, and equitable distribution charts for family law and litigation cases.
Review discovery materials, reconcile cash activity, and prepare retirement plan analyses, income analyses, and general ledger addbacks.
Support testifying experts by assembling deposition/trial exhibits, drafting interrogatories, and training and mentoring junior staff.
J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients in high-stakes matters. The firm provides a comprehensive suite of services, products, and data to help clients navigate complex situations, with a flexible work environment and a collaborative culture.
Lead investor and regulatory financial reporting with a focus on U.S. GAAP and compliance.
Partner with cross-functional teams (Finance, Legal, Compliance, Operations) to ensure accurate and timely reporting.
Drive process improvements and implement best practices to enhance reporting efficiency and scalability.
Reprise Financial simplifies the financial journey by making personal loans accessible and transparent through technology and a customer-first approach. The company fosters a culture of innovation, collaboration, and kindness, providing tools and support for employees to thrive in a dynamic environment.
Assist house counsel with pre-trial tasks, legal document preparation, and discovery responses.
Conduct legal research and investigate facts to support case preparation and trial.
Correspond with clients, attorneys, and claims personnel to gather information and manage cases.
Mercury Insurance helps people reduce risk and overcome unexpected events with insurance products. They are one of America's Best Midsize Employers, fostering a collaborative culture that values diverse perspectives and professional growth.
Assist in preparing and filing indirect tax returns (e.g., VAT, Sales tax) accurately and within deadlines.
Collaborate with cross-functional teams to improve tax processes in the order-to-cash cycle.
Support research and implementation of tax technology solutions and lead discussions with tax authorities during audits.
Turnitin is a recognized innovator in global education, developing learning integrity solutions for over 25 years. With over 16,000 academic institutions using its services in more than 185 countries, the company fosters a remote-first culture with a diverse community of over 35 countries.
Provide flexible coverage across new plan onboarding, conversions, and client servicing based on business volume and team capacity.
Support new plan setup and conversion execution from contract through go-live, including plan design review, coordination, and client education.
Conduct client onboarding meetings, provide inbound phone coverage, and assist with case escalations and document management.
Ubiquity Retirement and Savings provides retirement plan services including 401(k) administration and client onboarding. The company fosters a fully remote, flexible work culture with a focus on team collaboration and client satisfaction.
Manage the end-to-end onboarding of new 401(k) plans, from contract through go-live, using Salesforce and internal tools.
Draft plan documents, coordinate payroll integrations, and ensure compliance with ERISA, IRS, and DOL requirements.
Serve as the primary contact for plan sponsors, advisors, and TPAs, providing proactive updates and platform education.
Ubiquity Retirement and Savings provides retirement plan recordkeeping and 401(k) solutions for businesses. They are a fully remote, technology-driven company focused on client success and employee well-being.
Direct the financial planning and analysis function to monitor business performance and develop investment, budgeting, and financial strategies.
Coordinate financial analysis, modeling, forecasting, and reporting to drive efficient operations and provide insights for executive decision-making.
Drive initiatives to continuously improve FP&A processes and build analytics for improved insight into business trends.
NWN is the leading AI-powered technology solutions provider for North America’s most innovative public and private organizations. The company is a high-performance, high-integrity team of 1,200+ experts committed to a customer-obsessed culture, earning an 80+ Customer Net Promoter Score and recognized as a 'Best Place to Work'.
Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts.
Nurture long-standing client relationships, onboard new accounts, and coordinate account opening processes.
Direct Trust Administrators in processing trades, transfers, and reconciliations while ensuring compliance and audit readiness.
Newport helps employers offer their associates a more secure financial future through retirement plans, insurance, and consulting services. The company fosters a collaborative, idea-sharing environment with professional development and generous reward programs.
Collect, review, and analyze applicants' financial information including bank statements, credit reports, and business financial statements.
Directly communicate with clients and sales teams about application status and additional document requirements.
Make underwriting decisions to approve, decline, or seek exceptions based on policy guidelines and risk assessment.
Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. The company serves nearly 100,000 customers across various industries and fosters a diverse and inclusive workplace.
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.
Lead plan design discussions with new clients to guide them through retirement plan provisions. - Manage multiple onboarding cases while ensuring accuracy and meeting SLAs. - Partner with internal teams to translate client decisions into accurate plan documentation.
Ubiquity Retirement and Savings provides retirement plan solutions for businesses. The company fosters a fully remote, flexible work culture with a focus on client service.