The Internal Sales Consultant identifies and develops selling relationships within the broker-dealer community to drive revenue growth. Responsibilities include managing sales cycles, delivering presentations, and maintaining relationships with key advisors. The role involves utilizing CRM tools, developing territory business plans, and assisting with client service issues.

The Learning Coordinator will support the planning and execution of learning solutions, manage the learning management system, coordinate learning events, track activities, and enhance the credentialing process while ensuring data security and efficient communication with associates.

The Finance Senior Manager will oversee tasks within specified parameters, manage invoice coding, address client queries regarding billing, perform audits on invoices, and assist in developing procedures for business growth. This role requires understanding financial services, ensuring data confidentiality, and preparing monthly business performance reports.

The Senior Defined Benefit Analyst performs benefit calculations for pension plans, conducts actuarial analysis, prepares valuation data and reports, assists junior team members, and handles special actuarial projects as necessary.

The Defined Benefit Consultant will conduct pension plan benefit calculations, draft data requests, prepare valuation data, carry out actuarial analysis, and assist in training junior team members. Responsibilities also include preparing valuation reports and participating in special actuarial projects.

The Account Executive is responsible for providing exceptional client service to partners and plan sponsors by understanding retirement plans and Ascensus products, resolving Client issues, and enhancing Client satisfaction and retention.

The HRIS Consultant will manage and support Workday integrations and projects, collaborating with HR stakeholders, conducting testing, and preparing detailed reports while ensuring project specifications are met. The role also involves analyzing HR management practices and supporting organizational needs through communication and documentation.

The Lead Recruiter will own talent acquisition strategies, streamline recruiting processes, manage recruitment agencies, and cultivate relationships with business leaders. Responsibilities include overseeing employment branding, forecasting talent needs, and providing hiring reports.

The Manager oversees the Form 5500 production, ensuring timely reporting and fulfillment. Responsibilities include managing data confidentiality, leading teams, developing processes, maintaining relationships across departments, and ensuring compliance with legal requirements. The role focuses on client and associate satisfaction and involves strategic planning and oversight of team operations.

The Reporting & KPI Analyst will monitor and report on key performance indicators to support data-driven decision-making. Responsibilities include data analysis, dashboard development, KPI monitoring, and collaboration with cross-functional teams to provide insights that guide strategic decisions while ensuring data integrity and accuracy.

The Actuarial Specialist will handle actuarial projects for cash balance plans, analyze employee census data, prepare actuarial valuations, PBGC premiums, trust reconciliations, and Form 5500, while ensuring timely and accurate completion of tasks. They will also participate in ongoing pension education and assist with projects as assigned.

The role involves leading and motivating a team to provide excellent customer service, managing daily team activities, preparing valuation data and reports, and performing detailed gain/loss analysis. Coordination with other managers and staff training is also a key responsibility.

The Actuarial Consultant will lead client consultations for risk management of pension plans, manage budgets and revenue, and oversee business development initiatives while ensuring quality standards and protecting confidential information. The role will also involve collaboration on department strategy and supporting the company culture.

The Analyst in WFM is responsible for real-time monitoring of service levels and associate performance across various sites, managing staffing impacts, updating performance reports, and supporting operational needs. Strong communication and relationship-building skills are essential for collaboration with stakeholders.

The Relationship Manager serves as the primary point of contact for high-profile institutional accounts, ensuring exceptional client service, onboarding of new accounts, and coordination of various administrative tasks. The role involves directing Trust Administrators and participating in account reviews, while promoting compliance and identifying cross-selling opportunities to support business development.

As a Senior Product Owner, you will define and prioritize the Agile team's backlog to execute the vision for the AI program, manage product roadmaps, maintain customer relationships, and drive execution in a fast-paced environment. You will also coach other team members and ensure KPI tracking to support product goals.

Responsible for planning and implementing participant engagement strategies for retirement plans, conducting communication meetings, and developing effective education programs. Collaborate with plan sponsors to maximize participation and track results, while engaging in new business efforts and mentoring team members.

The NQ Enrollment Specialist manages enrollment projects within the Non-Qualified Product Support team, ensuring compliance with plan documents and client expectations. The role involves coordinating enrollments, managing fund replacements and plan changes, overseeing system-level enrollment cycles, conducting audits, reporting statuses, and facilitating cross-training among team members.

The Compliance Consultant is responsible for establishing and maintaining relationships with brokers and plan sponsors, assisting them with understanding processes related to Form 5500s, and ensuring compliance with applicable laws. This role involves strong communication and customer service skills and a commitment to organizational values.

The Executive Assistant provides comprehensive administrative support to the President and CEO and the Executive Team, managing confidential communications, scheduling meetings and travel, preparing reports and correspondence, and ensuring the integrity of sensitive information.