Ubiquity Retirement + Savings

United States
80 Total Employees

Teams at Ubiquity Retirement + Savings

6 Days AgoSaved
In-Office or Remote
3 Locations
Financial Services
Design, architect, and deliver scalable full-stack web features. Own complex end-to-end systems, mentor engineers, ensure clean testable code, and deploy/manage cloud-native applications using containerization.
6 Days AgoSaved
Remote or Hybrid
2 Locations
Financial Services
Outbound and inbound prospecting to generate pipeline, qualify prospects, and book discovery meetings for Senior Retirement Plan Consultants. Maintain accurate activity, pipeline, and contacts in Salesforce; hit outreach and meeting targets; collaborate with sales and marketing; represent Ubiquity professionally. Hybrid role based in New York City focused on small-business retirement solutions.
Financial Services
Manage end-to-end onboarding of new 401(k) plans: draft and verify plan documents, coordinate payroll integrations, track cases and SLAs in Salesforce, serve as primary contact for sponsors/advisors, ensure ERISA/IRS compliance, troubleshoot payroll issues, and coordinate cross-functional handoffs and escalations to the New Plan Team Lead.