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.
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.
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.
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.
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.
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.
Prepare suitability reports across a wide range of advice types, financial products, and investment solutions.
Support financial planners with client meetings, including cashflow modelling and technical research.
Manage your own workload to meet targets while complying with FCA guidelines.
Evelyn Partners is a UK leader in wealth management, providing personalised investment management and financial planning advice. They are a team of passionate professionals guided by purpose, with a diverse and inclusive culture.
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.
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.
Conducts quantitative analyses of information affecting budgets, expenses, and other financial projects.
Collects and analyzes financial information for assigned accounts, products, or business units to track progress against financial goals.
Reports current or expected financial performance and creates financial models to guide decision making.
General Dynamics Ordnance and Tactical Systems (OTS) is a global leader in the design, engineering and production of munitions, energetics, weapons, armaments, and missile subsystems. The company empowers the U.S. military and its allies with a wide range of product segments, fostering a culture of teamwork and mutual respect among employees.
Own and execute Aboon's brand presence, thought leadership, and conference strategy to establish us as a leader in the retirement advisor space.
Build and manage email marketing programs, sales collateral, and partner-facing materials to support scalable distribution.
Develop product marketing positioning, competitive intelligence, and track key marketing metrics to drive pipeline and revenue.
Aboon is building the next generation of AI-native retirement products and services, making it easy for financial advisors to offer 401(k)s and other retirement plans to business owners. Backed by leading investors, our lean, fully remote team runs on autonomy and trust, with decades of experience in the retirement industry.
Work directly with the FP&A Lead to support budget tracking, financial modeling, and forecasting across business lines.
Build and maintain financial models with clean structure and documented assumptions, contributing to investor-grade reporting.
Own monthly budget-vs-actuals tracking and assist in rebudget cycles and contingency planning.
Influur is reimagining advertising through creators, data, and AI, making influencer marketing measurable and scalable. They are a fast-growing startup backed by top-tier investors, trusted by global brands, and scaling across music, culture, and entertainment.
You will coordinate and consolidate company-wide forecasts, budgets, and long-range plans to provide leadership with a comprehensive view of business performance.
You will partner closely with Accounting during monthly and quarterly close cycles to understand results and improve financial accuracy.
You will prepare monthly financial reporting packages, budget-to-actual analyses, and management reporting that highlight key business drivers and actionable insights.
Outreach provides an agentic AI platform for revenue teams, powering sales engagement, conversation intelligence, and forecasting. The company serves large enterprises such as Databricks, SAP, and Verizon, and fosters a collaborative culture focused on innovation and growth.