Deliver personalized financial advice to retirement plan participants on financial health and retirement readiness.
Use proprietary tools to develop tailored investment and retirement strategies and implement actionable plans.
Lead virtual and in-person education sessions and document interactions in Salesforce.
Empower is a financial services company that helps individuals achieve financial freedom through retirement planning, investment management, and personalized advice. The company fosters a flexible, inclusive culture that encourages internal mobility, well-being, and community involvement.
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.
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.
Serve as an initial point of contact for prospective customers seeking retirement, insurance, savings, and investment guidance.
Engage with customers via phone, video, and email to assess needs and connect them with the right financial professional.
Create accurate customer profiles and schedule appointments with advisors, ensuring a professional and consistent customer experience.
The company provides retirement, insurance, savings, and investment solutions, connecting customers with financial professionals. It fosters a collaborative, inclusive remote culture with a focus on customer experience and employee development.
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.
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.
Partner with senior leaders to turn business objectives into strategic internal communications plans.
Own large complex communications campaigns, ensuring alignment with brand, enterprise goals, and culture.
Track success metrics and maintain a coordinated calendar across North America and enterprise-wide.
Liberty Mutual is a global insurance company committed to helping people embrace today and confidently pursue tomorrow. With a focus on inclusion and employee well-being, the company fosters a supportive culture for its workforce.
Partner with senior leaders to shape and deliver clear, consistent internal messaging and executive communications.
Support HR and other functions with employee-facing communications, including policy updates and organizational changes.
Manage internal event communications and contribute to the communications calendar across multiple workstreams.
KnowBe4 empowers the modern workforce to make smarter security decisions every day. Trusted by more than 70,000 organizations worldwide, the company is a pioneer in digital workforce security, securing both AI agents and humans.
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.
Lead and develop a team of Retirement Onboarding Specialists, managing caseloads and serving as escalation point.
Oversee the full retirement plan onboarding process, ensuring milestone accuracy and compliance.
Build scalable processes, maintain SOPs, and coordinate with recordkeepers, advisors, and internal teams.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's fastest growing private companies, it is certified as a Great Place to Work and values service, innovation, and expertise.
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.
Lead client management and retention efforts within an assigned region, ensuring customer satisfaction and revenue growth.
Serve as the primary liaison between customers, TPA leadership, and internal teams, providing consultative account management.
Drive strategic initiatives to improve client retention, operational alignment, and overall financial performance.
Point C is a national third-party administrator that delivers customized self-funded benefit programs. We are a mission-driven company focused on innovative cost containment solutions.
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.
Develop and execute retention marketing strategies for enterprise clients to enhance engagement and long-term value.
Lead cross-functional initiatives for high-profile scenarios such as mergers, acquisitions, and product rollouts.
Leverage usage data and client feedback to optimize programs and measure results.
eMoney provides comprehensive financial planning solutions to help advisors bring clarity to complex decisions. With over 138,000 financial professionals and 7 million end clients, the company fosters an inclusive, people-first culture where diverse perspectives are valued.
Oversee, develop, and advance client experience and employee engagement initiatives through research, reporting, and presentations.
Compile data on trends and emerging issues impacting clients and their industries related to CX and EX.
Collaborate with brokers, policyholders, and internal teams to align client experience goals with employee engagement.
Berkley Alliance Managers offers innovative coverage and risk management solutions for brokers and policyholders. They focus on tailoring coverage for design, construction, accounting, and miscellaneous professional service industries, with a commitment to exceptional claims handling and comprehensive risk management.
Draft executive briefing packs, partner narratives, and board-ready slides for senior audiences.
Own deck development and maintain reusable asset libraries under GPC brand standards.
Run the operating cadence for the Office of GPC, coordinating cross-functional workstreams.
ServiceNow is the AI control tower for business reinvention, connecting any AI, data, and workflow to help organizations work smarter. The company serves 85% of the Fortune 500 and fosters an AI-native culture where technology and talent are unstoppable together.