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Reposted 8 Hours AgoSaved
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In-Office or Remote
2 Locations
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65K-75K Annually
Junior
65K-75K Annually
Junior
Fintech • Payments • Financial Services
The Sales Consultant will identify investment professionals, maintain contacts, present solutions to plan sponsors, and build relationships while analyzing market trends.
Top Skills: Customer ServiceMarket ResearchNegotiationPresentation SkillsSales
Reposted 8 Hours AgoSaved
Easy Apply
Remote
USA
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70K-100K Annually
Senior level
70K-100K Annually
Senior level
Fintech • Payments • Financial Services
Manage client relationships for 401(k) plans, ensuring client retention and satisfaction while collaborating with internal teams. Requires extensive experience in 401(k) plan administration.
Top Skills: 401(K) Plan Administration SoftwareWorkflow Management Systems
Reposted 8 Hours AgoSaved
Easy Apply
Remote
USA
Easy Apply
70K-100K Annually
Senior level
70K-100K Annually
Senior level
Fintech • Payments • Financial Services
Manage client relationships for tax-exempt 401(k) plans, ensuring compliance and service excellence, while collaborating with various teams.
Top Skills: 401(K) Plan AdministrationForm 5500
Reposted 8 Hours AgoSaved
Easy Apply
Remote
USA
Easy Apply
74K-95K Annually
Senior level
74K-95K Annually
Senior level
Fintech • Payments • Financial Services
Manage client relationships for MEPs, ensuring client retention, and coordinating with various departments for optimal service. Requires extensive 401(k) administration experience.
Top Skills: 401(K) Plan AdministrationMep Service Models
Reposted 2 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
70K-95K Annually
Senior level
70K-95K Annually
Senior level
Fintech • Payments • Financial Services
The Client Relationship Manager will maintain client relationships, manage workloads, consult on plan operations, and ensure timely notice distributions, focusing on 401(k) administration.
Top Skills: Adp/Acp
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5 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
100K-110K Annually
Senior level
100K-110K Annually
Senior level
Fintech • Payments • Financial Services
Lead automation projects to improve client service and operational efficiency: develop, maintain, and deploy scripts (Python/Selenium), manage production schedules, liaise with vendors and IT, and document/report progress.
Top Skills: Python,Selenium,Java,Apis,Mysql,Github,Virtual Machines,Microsoft Teams
20 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
60K-65K Annually
Senior level
60K-65K Annually
Senior level
Fintech • Payments • Financial Services
As a Distribution Reviewer, you will review retirement plan loan and distribution requests, ensuring compliance with ERISA regulations and coaching junior staff.
Top Skills: Corbel DocumentsPension Pro
20 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
70K-80K Annually
Mid level
70K-80K Annually
Mid level
Fintech • Payments • Financial Services
Manage the Distributions Department, ensuring compliance with IRS regulations, overseeing participant distribution projects, and mentoring junior staff while improving processes.
Top Skills: ExcelMs Word
24 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
70K-85K Annually
Senior level
70K-85K Annually
Senior level
Fintech • Payments • Financial Services
As an Implementation Specialist, you'll onboard clients, manage relationships, coordinate data collection, and ensure an excellent client experience during the implementation phase of retirement plans.
Top Skills: Compliance SoftwareIrs Forms
Reposted 24 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
70K-100K Annually
Senior level
70K-100K Annually
Senior level
Fintech • Payments • Financial Services
The AMP Account Manager will manage client relationships, prioritize workloads, and consult on plan design and compliance while ensuring exceptional client service.
Top Skills: 401(K)Plan Administration
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