Human Interest

Conversion Rate Optimizer

• Partner with Conversion Document Specialists to verify completeness and accuracy of incoming plan documentation
• Process and reconcile incoming plan assets from multiple recordkeeping platforms
• Make informed decisions regarding asset investment timing and methodology to ensure efficient and accurate conversion of participant funds
• Set up and validate participant loans during the conversion process, ensuring accurate terms and documentation
• Serve as a subject matter expert on incoming plan source types and their alignment with system capabilities, ensuring proper setup and configuration during conversions
• Collaborate cross-functionally to resolve complex conversion issues and meet customer needs
• Monitor communication channels to identify emerging trends and provide timely support

Conversion Analyst

Sales

• Lead, coach, and inspire a team of sales activation specialists to exceed individual and team-based monthly quotas.
• Develop and execute strategies to drive a high volume of successful plan launches each month, in alignment with departmental KPIs and business goals.
• Own team performance by closely inspecting onboarding pipelines, managing pre-launch churn, and ensuring adherence to process and talk tracks.
• Actively monitor and optimize onboarding workflows to increase velocity, remove bottlenecks, and drive operational excellence.
• Partner cross-functionally with Sales, Program Management, Customer Success, and senior leadership to resolve customer escalations and continuously improve the onboarding experience.
• Identify performance gaps within your team and implement coaching, enablement, and process improvements to drive results.
• Forecast onboarding targets and contribute to capacity planning by analyzing trends and pipeline health.
• Champion a culture of accountability, ownership, and continuous improvement while fostering a fun, energetic, and collaborative team environment.

Manager, Retirement Sales Activation

Accountant

• Independently own the close process (e.g. JE preparation, account reconciliations, etc.) for various balance sheet and income statement accounts, including cash, operating expenses, and accruals
• Prepare thoughtful explanations on P&L and Balance Sheet fluxes for management reporting and analysis
• Support quarterly reviews and annual audits
• Implement, support, and help maintain strong internal control policies and procedures to develop efficiencies within our monthly close process
• Identify and drive process improvements around data integrity, timely close reporting, and financial accuracy
• Collaborate with FP&A, Technical Accounting, and other cross-functional teams to successfully align on effective financial processes
• Participate in other assignments and ad hoc projects as required

Senior Accountant – General Ledger

Operations

• Ensure that all data is reviewed for accuracy and discrepancies are identified and escalated, contributing to accurate and compliant customer accounts.
• Achieve consistent, timely processing of contributions, meeting deadlines and ensuring customers’ contributions are correctly applied without delays.
• Proactively identify discrepancies and correct errors, ensuring high-quality, consistent data for reporting and operational purposes.
• Support a smooth flow of information between teams to resolve customer inquiries quickly and contribute ideas to streamline workflows, improving overall operational efficiency.
• Gain proficiency in the company's operational processes, becoming a trusted point of contact for day-to-day support and offering insights on how to enhance these processes.
• Assist in the successful completion of key projects by contributing to tasks on time, supporting project leads, and ensuring high standards of quality in project deliverables.

Contribution Trade Operations Associate

Director

• Coach and mentor a team of Account Executives to achieve and excel revenue goals
• Recruit and retain Account Executives by hiring for required skills and competencies, while coaching sales and implementation processes
• Manage the end-to-end sales process and forecast sales
• Drive a culture of accountability while having fun in the process
• Travel within your region and nationally to participate in field rides with individual team members, and attend meetings that include sales conferences, trade shows, and partnership huddles.

Regional Director, AE – Southeast

Account Manager

• Seeking a Business Development Partner Manager to join our Partnership team.
• Focus on accelerating commercial outcomes by cultivating and expanding deep relationships with the largest accounting firms in North America.
• Turn complex partner engagements into measurable business impact through thoughtful planning, precise execution, and cross-functional alignment.

National Accountant, Partnership Manager

• Coach and mentor a team of Partner Account Managers to achieve and excel revenue goals
• Recruit and retain Partner Account Managers by hiring for required skills and competencies, while coaching sales and implementation processes
• Manage the end-to-end sales process and forecast sales
• Drive a culture of accountability while having fun in the process
• Travel within your region and nationally to participate in field rides with individual team members, and attend meetings that include sales conferences, trade shows, and partnership huddles.

Regional Director, Partner Account Manager – Great Lakes Territory

Regional Director, AE – New England

Regional Director, AE – Mtn West

Regional Director, AE – North Central

Regional Director, Partner Account Manager – Southeast Territory

Regional Director, AE – Great Lakes

Regional Director, AE – Pacific NW

Regional Director, Partner Account Manager

• Build, develop, and sustain strong relationships with key broker-dealer partners.
• Serve as the primary point of contact for all broker-dealer inquiries, issues, and escalations.
• Proactively engage with partners to understand their needs, address concerns, and ensure satisfaction with products and services.
• Manage the overall partnership lifecycle, from onboarding, activation through ongoing day-to-day account management.
• Identify opportunities for expanding existing relationships, advancing partnership opportunities in real time and increasing revenue generation.
• Collaborate with internal teams (sales, marketing, compliance, legal, and operations) to develop tailored and mutually beneficial growth solutions and business initiatives.
• Contribute to the creation and execution of strategic business development plans aimed at increasing market share and strengthening partnerships.
• Ensure smooth operational processes between the company and broker-dealers, including daily reporting, mutual customer SLA’s, advisor compensation, sponsorship/corporate events and programs, and compliance matters.
• Work closely with internal departments to monitor the performance and efficiency of broker-dealer relationships and resolve operational issues as they arise.
• Provide ongoing training and resources internally and externally to broker-dealer partners on product offerings, processes, and compliance requirements.
• Monitor and ensure adherence to regulatory requirements, industry best practices, and internal policies.
• Stay up-to-date with industry trends, regulatory changes, and market dynamics that may impact broker-dealer relationships.
• Work with compliance teams to address potential risks and ensure that broker-dealer relationships remain fully compliant with all applicable laws and regulations.
• Track and report on key performance metrics for broker-dealer relationships, including lead volumes, revenue, SFDC and operational efficiency.
• Prepare regular reports and presentations for senior management on the status and progress of broker-dealer partnerships (monthly and quarterly internally and externally).
• Analyze data to identify areas for process improvements, cost reductions, or enhanced partnership regional opportunities.