Senior Associate, Retirement Plan Services
Core
Senior Associate providing consultative guidance and operational oversight for employer retirement plan administration, including complex plan matters, compliance, and client retention.
Role type
Senior IC retirement plan services specialist
Builds
Workplace-delivered retirement plans and savings accounts for employers and individual savers
Domain
Financial services / Retirement planning
Required skills
retirement plan administration, regulatory compliance, plan design, risk assessment, client relationship management, process improvement, project management, independent judgment, stakeholder collaboration
Preferred skills
QKA certification, startup/conversion plan experience
Technologies
Jira, Zendesk, Asana, Google Workspace
Responsibilities
Evaluate and resolve complex retirement plan issues (eligibility, vesting, amendments, M&A, deconversions, year-end testing, audit support); Analyze client needs to scope requests and recommend plan design solutions; Partner with subject matter experts to interpret plan provisions and regulatory implications; Provide consultative services to plan sponsors and advisors on administration and compliance; Manage and resolve client and advisor escalations; Identify systemic risks and inefficiencies to drive process improvements; Design and document operational processes and playbooks; Monitor quality outcomes and recommend corrective actions; Ensure accurate documentation of client interactions for audit readiness.
Seniority
Senior, hands-on IC
