🛠 Tech Stack

💼 About This Role

You'll maintain client relationships and ensure compliance with retirement plan regulations. You'll impact client performance by analyzing plans and providing solutions. This role offers remote work and focuses on 403(b) plan management.

🎯 What You'll Do

• Maintain client relationships and ensure high retention
• Interpret plan documents and communicate improvements
• Analyze census data and calculate employer contributions
• Perform annual non-discrimination tests

📋 Requirements

• College degree or 7+ years of retirement experience
• Minimum 3 years in account manager or similar role
• QKA designation required or willingness to attain
• Knowledge of ERISA, IRS & DOL regulations

✨ Nice to Have

• Experience with Relius
• Experience with Salesforce
• Experience with FT Williams

🎁 Benefits & Perks

• 💼 Competitive salary based on experience
• 🕒 Flexible working hours
• 📈 Professional development opportunities
• 🏠 Remote work environment
• ⚖️ Work-life balance support

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical Interview· 60 min
4. 4Offer· 15 min