Lead and coach a team of retirement plan administrators to ensure high-quality work and compliance deadlines.
Oversee all aspects of qualified retirement plan administration and annual compliance for assigned plans.
Serve as the primary escalation point for complex administrative and client service issues.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses. Recognized as one of Inc. 5000's fastest growing and certified as a Great Place to Work, it has a coast-to-coast network of 19 firms.
Prepare, review, and submit annual Form 5500 filings and related schedules while ensuring compliance.
Conduct annual nondiscrimination testing including ADP/ACP, top-heavy, and coverage tests.
Interpret and apply ERISA, IRS, and DOL regulations to support retirement plan administration decisions.
The partner company specializes in retirement plan compliance and administration services. It fosters a collaborative, remote culture with a focus on employee growth and work-life balance.
Lead, mentor, and develop a team responsible for delivering 3(16) fiduciary services to retirement plan clients.
Ensure exceptional client service by overseeing relationships, resolving escalated issues, and maintaining high service standards.
Drive operational efficiency by identifying opportunities to improve workflows, service delivery, and client satisfaction.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, it offers a coast-to-coast network of 19 leading firms.
Perform annual retirement plan administration and compliance services for qualified plans, including valuations and testing like ADP/ACP, 415, 414, coverage, and Top Heavy.
Review compliance work for technical accuracy, identify issues, recommend corrections, and analyze participant data and plan assets.
Prepare Form 5500 filings, interpret plan documents, and stay current on IRS, DOL, and ERISA regulations.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses, specializing in retirement plan administration, recordkeeping, payroll, and HR solutions. Recognized as an Inc. 5000 Fastest Growing Private Company and Great Place to Work, it operates a coast-to-coast network of 19 leading firms, fostering a culture of passion, innovation, and expertise.
Manage full-cycle administration and compliance for a portfolio of 65-75 qualified retirement plans.
Perform annual nondiscrimination testing and coordinate valuations with actuarial teams.
Serve as a trusted advisor, handling plan design, participant transactions, and regulatory filings.
PFS specializes in retirement plan consulting and administration services for organizations. They foster a remote-friendly, collaborative culture with a focus on compliance and client success.
Lead the compliance risk management team and ensure compliant operations across business lines.
Support the Chief Compliance Officer in designing and managing the enterprise-wide compliance and ethics program.
Supervise and mentor compliance staff, design training initiatives, and drive a culture of ethics and accountability.
Wealthfront is a financial technology company that leverages technology to build powerful, low-cost, and easy-to-use financial products. We have over 1 million clients and more than $90 billion in assets, and we value diversity and equal opportunity.
Lead compliance functions for self-funded health plans, ensuring regulatory adherence across plan administration, filings, and vendor relationships.
Manage regulatory filings including SPDs, Form 5500, and PCORI fees, and act as primary compliance liaison with TPAs, PBMs, and carriers.
Develop and maintain internal compliance policies, provide training, and serve as HIPAA Privacy and Security Officer.
Vitable is a health benefits platform designed for every worker, making it easy for employers to offer high-quality healthcare to their teams. They are a small, passionate team moving fast and solving a problem that genuinely deserves solving.
Works directly with clients to align plan design with product capabilities and increase launch rates.
Researches and reviews plan documents to identify compliance issues and mitigate risks.
Audits system setup and benefits analysis for accuracy prior to plan launch.
Human Interest is a fintech company on a mission to make retirement benefits accessible for all workers. They are a high-growth startup backed by top investors, with a culture focused on customer obsession and long-term orientation.
Oversee day-to-day administration of qualified and non-qualified retirement plans, including contribution reconciliation and distribution processing.
Ensure compliance with company policies, federal legislation, and manage annual audits, non-discrimination testing, and Form 5500 filings.
Lead a team of three, manage vendor relationships, and provide retirement counseling to employees and retirees.
Hackensack Meridian Health is a healthcare network dedicated to transforming healthcare and serving as a leader of positive change. With a culture rooted in connection and collaboration, our team members are supported through competitive benefits and a community-focused environment.
Lead and coach a team of Investment Representatives to ensure high-quality, compliant client interactions.
Oversee daily operations including trade reviews, quality assurance, and performance metrics.
Collaborate with cross-functional teams to improve processes and client experiences.
Our partner is a fast-growing financial services company focused on delivering reliable and innovative financial solutions. They foster an inclusive workplace culture with a focus on learning and growth.
Drive investment management services for Wealth Advisors by consulting on portfolio strategy and ensuring accurate implementation.
Serve as main point of contact for newly acquired firms assimilating to the investment platform and models.
Support organic growth by developing investment deliverables for prospective clients and collaborating across teams.
Mercer Advisors helps families simplify their financial lives through integrated planning, investment, tax, and estate services. It serves over 42,800 families across the U.S., is ranked #1 RIA by Barron's, and emphasizes a diverse, flexible workplace.
Supervise daily operations of clinical compliance auditors and specialists.
Assist in developing coordinated team processes and managing UM and PHM plan adherence.
Serve as clinical services liaison to senior management and ensure timely documentation.
Guidehealth is a data-powered healthcare company focused on operational excellence and value-based care. They emphasize empathy, AI, and collaboration, with a remote-first culture.
Lead quality monitoring initiatives across multi-channel crisis and support services.
Develop and implement performance measurement frameworks and operational audits.
Drive continuous improvement through data analysis and AI-enabled quality solutions.
The company provides behavioral health and crisis support services at scale through national service networks. It is a mission-driven organization with a collaborative culture focused on professional growth and innovation.
Lead day-to-day operational systems and infrastructure to support growth, efficiency, and compliance.
Oversee technology systems, data governance, security, and external IT partnerships.
Manage risk, compliance, contracts, benefits administration, and remote team supervision.
The partner company is a mission-driven organization focused on supporting communities and social progress. The organization is growing and seeks to build a new operational leadership function in a collaborative, purpose-driven environment.
Strategic human capital leader aligning people strategies with business growth.
Partners with senior executives on workforce planning, talent development, and engagement.
Leads HR business partner team and drives scalable programs for organizational effectiveness.
The hiring company is a partner organization using Jobgether's AI-powered platform to find a Director of Team Resources. It fosters an inclusive workplace culture focused on belonging, teamwork, and diverse perspectives.
Drive the full lifecycle of benefits, wellness, and compliance initiatives from concept to multi-state implementation.
Own US health benefits, 401k plans, leave programs, and regional compliance, ensuring a seamless employee experience.
Establish agile governance, build high-touch enablement tools, and iterate based on feedback to optimize benefits adoption.
HighLevel is an AI-powered business operating system that gives agencies, entrepreneurs and SMBs the infrastructure to build, automate and scale. With over 2,000 team members across 10+ countries, HighLevel operates as a global remote-first organization built for speed and ownership.