Icmarc

Compliance

• Provide day‑to‑day oversight of assigned compliance activities and support the execution of the firm’s compliance program
• Manage a team responsible for testing and monitoring, policy maintenance, marketing and communications reviews, issues management, regulatory requests, and overall operational support
• Plan and prioritize daily and weekly work across the team to ensure service standards, turnaround expectations, and regulatory requirements are met
• Oversee execution of the compliance testing and monitoring program, including review of workpapers, evaluation of exceptions, and delivery of clear written reports
• Maintain assigned policies and procedures, ensuring timely updates, version control, approvals, and firm‑wide communication
• Review marketing, advertising, client communications, and related materials for regulatory compliance using established processes and criteria
• Coordinate regulatory exams, inquiries, and document requests, including organization of evidence, drafting responses, and supporting meetings with regulators
• Manage the issues lifecycle, from identification and documentation through remediation, validation, and closure
• Provide coaching, feedback, and performance support to the Compliance Officer and Compliance Analyst to ensure consistent quality and development
• Partner with business units to integrate compliance requirements into new processes, initiatives, and service models; support updates to documentation and training as needed
• Prepare status updates, risk insights, and summary materials for senior leadership
• Provide coverage for other Compliance Managers during peak periods or absences to maintain continuity of operations
• Perform other duties as assigned

Manager, Compliance

General

• Provide on-site service and education to assigned client base to expand current plan enrollment and participation.
• Increase savings levels, retain current participant base, and enhance the investment knowledge of plan participants.
• Conduct one-on-one consultations on-site at employers, engaging participants and improving their outcomes in the areas of investment education, enrollment, savings rates, outside asset acquisition, and account level retention.
• Give group education presentations on a wide variety of financial and retirement education topics to a diverse group of constituencies.
• Host Annual Plan Reviews with key decision makers of employer sponsored retirement plans with a focus on plan trends, investment, and participant education outcomes.
• Build and maintain positive working relationships with key plan level decision makers including elected officials, board members, union representatives, and C-suite administrators.
• Proactively schedule, organize and effectively market all daily activities and onsite client visits.
• Exceed all assigned production, activity, and service-related goals.
• Record all daily activity in contact management systems accurately.
• Identify and refer new group or individual business opportunities to the appropriate manager.
• Represent MissionSquare at benefit fairs, conferences, and other special events which promote building retirement security for public sector employees.
• Perform other duties as assigned.

Retirement Plans Specialist

Account Manager

• Serve as the primary contact for strategic client accounts, ensuring alignment with business goals and managing complex relationship needs.
• Prepare and present Visual Analytics dashboards and investment reports to support client decision-making and fiduciary responsibilities.
• Provide mentorship and guidance to junior Relationship Managers, sharing best practices and supporting professional development.
• Lead plan reviews and offer strategic recommendations to optimize plan design, investment strategy, and client engagement.
• Performs other duties as assigned

Senior Relationship Manager

Engineer

• Lead design, development, and deployment of web experiences using Adobe AEM Edge Delivery Services, ensuring scalability, performance, and reliability
• Develop and customize web components using HTML5, CSS3, and modern JavaScript to support reusable and maintainable solutions
• Integrate Adobe Experience Manager with external systems and APIs to enable dynamic and personalized content delivery
• Leverage document-based authoring and Universal Editor capabilities to enable efficient WYSIWYG content creation and publishing workflows
• Collaborate with content authors, designers, product owners, analysts, and engineers to deliver headless and hybrid CMS solutions
• Implement and manage GitHub workflows, including automated testing, deployment pipelines, and code quality enforcement
• Drive adoption of best practices for web performance, accessibility (WCAG), and search engine optimization across Edge Delivery Services
• Monitor, manage, and optimize deployments using Adobe Cloud Manager and CDN services to ensure uptime and delivery performance
• Apply secure coding standards and adhere to enterprise development and governance practices
• Troubleshoot and resolve content delivery, caching, and rendering issues to maintain system stability and performance
• Mentor junior developers, promote knowledge sharing, and foster continuous improvement and engineering excellence
• Evaluate and adopt emerging AEM capabilities and technologies, including AI-driven automation and analytics enhancements
• Document technical designs, solutions, and system changes to maintain accurate and current engineering documentation

Expert Engineer – AEM

ServiceNow

• Demonstrate hands on knowledge of ServiceNow toolset and integration with related systems.
• Develop, maintain, and enhance integration using Integration Hub, its spokes, and API development
• Develop, maintain, and enhance applications on the ServiceNow ITSM platform (help desk/service management, change management, problem management, procurement, asset management)
• Leverage both proven and innovative technology approaches to solve challenging business problems
• Provide technical assessments, written documentation, and technical expertise
• Support and enhance reporting solutions within ServiceNow
• Communicate with the customer in technical/non-technical terms, understand their business requirements, and provide suitable solutions.
• Work on continuous improvement by sharing experiences and knowledge with the team.
• Collaborate with ServiceNow Architect and ServiceNow Support concerning design strategies and development best practices

Senior ServiceNow Developer

Financial Planning and Analysis

• Serve as Finance’s senior product leader for planning and decision support capabilities, acting as the primary intake point for Financial Planning & Analysis requirements related to budgeting, forecasting, workforce planning, allocations, and scenario analysis.
• Partner closely with Financial Planning & Analysis leadership to understand business needs and priorities, while maintaining clear separation between planning enablement and ownership of forecasts, targets, and financial narratives.
• Lead evaluation, rationalization, and optimization of Finance planning and analytics tools, including identifying opportunities to reduce duplication and better leverage existing vendor platforms.
• Translate Financial Planning & Analysis and Finance leadership requirements into scalable system configurations, workflows, and product enhancements aligned with the Finance Systems roadmap.
• Collaborate with the VP, Head of Finance Systems, to prioritize Finance product initiatives and ensure alignment with broader Finance technology and transformation strategies.
• Coordinate Finance Systems with IT, data teams, and external vendors to deliver integrated, reliable, and well governed Finance solutions.
• Establish and maintain governance, standards, and documentation for Finance planning capabilities to ensure consistency, transparency, and audit readiness.
• Drive simplification and standardization of planning processes by improving system utilization and reducing manual or fragmented approaches.
• Oversee and develop teams responsible for Finance product management, planning enablement, and related analytical capabilities.
• Lead change management, training, and adoption efforts to ensure Finance systems and tools are effectively used by Financial Planning & Analysis and Finance stakeholders.
• Monitor effectiveness of Finance planning solutions and recommend continuous improvements based on user feedback and business needs.
• Perform other duties as assigned.

Manager, Compliance

Retirement Plans Specialist

Senior Relationship Manager

Expert Engineer – AEM

Senior ServiceNow Developer

Assistant Vice President, Finance Product