Develops procedures/standards for communication with assigned clients, which are generally complex or specialized and large, to meet or exceed their operational, administrative, and compliance needs. Responsibilities. Works directly with plan sponsors, plan administrator, advisor/agents and Third-Party Administrator’s (TPA) to assist in managing their inquiries and activities on the Retirement Plan. Responsible for building and strengthening relationships with client leadership in HR, Benefits, Payroll and Finance as well as TPAs and advisors as applicable. Grow and maintain operational and retirement plan knowledge to lead consultative administrative and operational calls as well as product and service campaigns. Will organize, facilitate, and present in meetings with clients (in-person or virtual)Uses creative problem solving and effective communication to navigate complex situations with internal/external business partners. Leverages effective planning and organizing skills to maintain plan oversight and complete service needs for clients. May provide work direction to more junior team members and partners with other staff as necessary to develop and implement solutions. Participates in internal activities and initiatives designed to improve the Client Administration/ Retirement Plan Services process and ensure a high-quality client experience. Helps develop and implement process improvements. Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues. Escalates highly complex issues to management or senior staff. Works with internal business partners and clients on adoption of new products, platforms, and services. Travels and presents at client sales and rebid meetings Qualifications. Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 5 years of total relevant work experience. Preferred: Client facing experience. Retirement Plan/ 401(k) knowledge. Experience interpreting data for annual Non-Discrimination Testing and annual IRS Form 5500, IRS Form 5558 filing and plan audits. TRAC or OMNI Recordkeeping system knowledge a plus. Effective presentation skills. Strong written and verbal communication. Research and problem-solving skills. Project Management knowledge a plus. FINRA Requirements. FINRA licenses are not required and will not be supported for this role. Work Flexibility. This role is eligible for full time remote work. Base Salary Ranges. Please review the job posting for the location of this specific opportunity.$90,000 - $148,000 for the location of: Maryland, Colorado, Washington and remote workers$90,000 - $148,000 for the location of: Washington, D.C.$90,000 - $148,000 for the location of: New York, California. Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until:05/27/2026