Definiti LLC

Project Manager

• Lead day-to-day project execution, ensuring alignment with timelines, scope, and objectives
• Build and maintain project plans, milestones, schedules, and documentation
• Facilitate project meetings, track action items, and communicate progress to stakeholders
• Partner with business leaders to understand priorities, challenges, and strategic goals
• Identify project risks and issues, develop mitigation plans, and escalate as needed
• Coordinate resources and collaborate with cross-functional teams to ensure efficient delivery
• Monitor project performance and provide regular status updates to leadership
• Maintain accurate project documentation, metrics, and artifacts aligned with company standards
• Support change management efforts by helping teams prepare for and adopt new processes or solutions
• Contribute to continuous improvement of project management processes and practices
• Gain a deep understanding of the business by engaging with leaders, teams, and operational workflows
• Lead and support business-focused process improvements and operational changes tied to strategic priorities

Senior Project Manager – Retirement, Financial Services

Vice President

• Lead, develop and execute the strategic vision for the 3(16) Fiduciary Services Team and other emerging service offerings as assigned
• Lead and mentor a team, ensuring professional development and performance excellence
• Establish KPIs and monitor team performance to ensure service quality and compliance
• Serve as the primary authority for, and ensure timely completion of ERISA 3(16) fiduciary responsibilities, including plan administration, operational compliance, and timely filings
• Oversee the review and approval of plan transactions, distributions, and amendments in accordance with regulatory requirements
• Ensure adherence to Department of Labor (DOL) and IRS regulations, mitigating fiduciary risk for clients and the firm
• Establish and maintain policies, procedures, and workflows to ensure consistent and efficient delivery of services
• Collaborate with senior leadership to identify opportunities for service enhancements and business growth
• Drive continuous improvement initiatives to enhance efficiency and improve client experience
• Act as a subject matter expert for advisors, plan sponsors, and internal stakeholders on fiduciary responsibilities and best practices
• Resolve escalated client issues with professionalism and urgency
• Monitor regulatory changes and industry trends, updating policies and procedures accordingly
• Maintain accurate documentation and audit trails for all fiduciary activities
• Conduct regular team meetings, provide performance feedback, and foster a collaborative work environment
• Conduct regular client reviews to assess service satisfaction and identify opportunities for improvement
• Collaborate with sales and marketing to review and update marketing materials related to 3(16).
• Develop, manage, and monitor the fiduciary services department budget, ensuring alignment with organizational goals and cost efficiency
• Forecast resource needs and allocate funds to support operational priorities and growth initiatives
• Provide regular financial reporting and analysis to senior leadership

Vice President of 3, 16 Fiduciary Services

Consultant

• Primary contact for Plan Sponsors and Financial Advisors as it relates to 3(16)
• Work directly with Retirement Plan Consultants to make sure 3(16) requirements are met
• Creation of 3(16) annual letter – ensuring all 3(16) services were completed
• Authorized signer for distributions and loans as required
• Actively manage projects and tasks in PensionPro workflow system
• Monitor/track upcoming eligibility calculations, fund change notices, annual notice distribution, and other items to ensure deadlines are meet
• Distribute newly eligible materials and required notices
• Oversee Payroll Submission, Payroll Monitoring and Loan Monitoring
• Upload year end annual census
• Represent the company on 3(16) client calls and meetings
• Share pertinent industry knowledge with 3(16) Administrators and other staff

Network Engineer

• Overseeing the design, implementation, optimization, and maintenance of the organization’s network infrastructure
• Providing technical leadership to the network engineering team
• Ensuring secure, reliable, and high-performance connectivity across all systems and locations
• Driving architectural decisions and resolving complex network issues
• Leading projects that enhance scalability and efficiency
• Partnering closely with cross-functional teams, vendors, and leadership to ensure network solutions align with business needs and best practices
• Mentoring junior engineers and/or collaborating with IT vendors to complete projects

Lead Network Engineer

Growth Marketing

• Develop and execute multichannel growth strategies across paid, owned, and earned channels with a close focus on opportunities to generate leads and cross-sell to our current customer base
• Build and manage a structured marketing roadmap (A/B tests, funnel optimization, landing page tests, etc.)
• Create and accelerate an email strategy that encompasses drip campaigns and newsletters and leverages retargeting across other platforms
• Establish and own key growth metrics such as LTV, conversion rates, and retention and deliver against cross-selling revenue targets
• Collaborate with sales and operations teams to implement growth loops and improve onboarding flows
• Manage paid acquisition campaigns (search, social, display, programmatic) with a focus on efficiency and scale
• Develop segmentation strategies and personalized messaging across email and SMS
• Report on performance, insights, and recommendations to leadership
• Analyze performance data to identify trends, opportunities, and bottlenecks across the customer journey
• Stay current on growth tools, emerging platforms, and best practices

Growth Marketing Manager

Administrative Assistant

• Provide calendar management support for executive committee members
• Maintain a clean and organized approach to scheduling meetings, providing clear agendas, and ensuring timely completion of calendar activities
• Coordinate and book travel arrangements for executive committee members, including flights, hotels, and meals, to ensure successful trips
• Strictly adhere to approval protocols related to the company’s business expense policy and trip planning details, ensuring no bias or exceptions without supervisor approval
• Operate office equipment such as copiers, scanners, phone and voicemail systems, personal computers, and other standard office machines
• Assist with converting the office into a paperless work environment
• Effectively communicate with clients, advisors, and vendors as required
• Ensure work meets quality standards and proper procedures are followed

Senior Project Manager – Retirement, Financial Services

Vice President of 3, 16 Fiduciary Services

Consultant

Lead Network Engineer

Growth Marketing Manager

Executive Administrative Assistant