PCS Retirement

Marketing

• Assist in the development and execution of marketing campaigns to promote products and services
• Stimulate participant enrollment for certain retirement programs and provide client support activities
• Collaborate with the marketing team to develop and execute marketing campaigns
• Conduct market research to identify trends and opportunities
• Develop, implement, and track direct to consumer marketing initiatives
• Manage follow-up with prospects from webinars and workshops, coordinate outreach communications, and maintain clean, actionable CRM data
• Support end-to-end campaign execution and event logistics—gathering assets, managing timelines, and ensuring timely delivery of materials—while tracking performance metrics
• Provide onboarding support and troubleshoot participant issues; enable advisors with pre-qualified appointments and scheduling coordination
• Assist in the creation of marketing materials such as brochures, flyers, and social media content
• Engage directly with certain clients to enhance customer experience with marketing support
• Monitor and analyze the performance of marketing campaigns and provide reports to the team
• Maintain a strong understanding of our products and services to effectively communicate with customers

Marketing Associate

Bookkeeper

• Process and transmit 360 payroll data files (e.g., contribution, loan, and census files) to a wide range of payroll vendors
• Collaborate with internal teams and external vendors to ensure accurate and timely data exchanges
• Monitor file transmissions for errors, troubleshoot issues, and coordinate resolutions with vendors and internal stakeholders
• Maintain documentation of integration processes, vendor specifications, and transmission schedules
• Assist in onboarding new payroll integrations, including mapping data fields and testing file formats
• Ensure compliance with data security standards and retirement plan regulations
• Provide technical support and guidance to clients and internal teams regarding payroll integration processes
• Identify opportunities to streamline and automate file processing workflows

360 Payroll Integration Specialist

System Administrator

• Manage and maintain network infrastructure, including Cisco switch stacks, Cisco ASA and FortiGate firewalls, site-to-site VPN, and load balancers
• Assist with day-to-day information security tasks, including firewall and security device administration
• Maintain security, backup, and redundancy strategies
• Work as escalation point and provide 2nd and 3rd level support
• Manage and monitor all installed systems and infrastructure, including Windows, VMware, Azure, and Office 365
• Install, configure, and maintain operating systems, application software and system management tools (e.g. monitoring, patching, anti-virus, etc.)
• Liaise with vendors and other IT personnel for problem resolution
• Must be able to work in 24x7 production support environment
• Work remotely with ability to be onsite in Philadelphia when needed

Systems Administrator

Manager

The Strategic Accounts Manager is responsible for the overall relationship management of assigned strategic distribution partners. Develop and execute strategic plans focusing on sales growth, operational efficiency, training, and marketing needs. Advocate for strategic partners and promote, train and communicate internally with Sales, Marketing, Product and Service teams. Support distribution initiatives and represent PCS at partner and industry functions/conferences. Serve as product/service expert and manage/solve issues as they arise. Monitor activity with key accounts and implement actions to ensure success of strategies. Manage workflows to maintain/improve processes and lead special projects under direction of VP of Strategic Accounts.

Strategic Accounts Manager

Payroll Integration Specialist

• Process and transmit 360 payroll data files (e.g., contribution, loan, and census files) to a wide range of payroll vendors.
• Collaborate with internal teams and external vendors to ensure accurate and timely data exchanges.
• Monitor file transmissions for errors, troubleshoot issues, and coordinate resolutions with vendors and internal stakeholders.
• Maintain documentation of integration processes, vendor specifications, and transmission schedules.
• Assist in onboarding new payroll integrations, including mapping data fields and testing file formats.
• Ensure compliance with data security standards and retirement plan regulations.
• Provide technical support and guidance to clients and internal teams regarding payroll integration processes.
• Identify opportunities to streamline and automate file processing workflows.

Analyst

The Distributions Analyst supports the daily distribution operations in accordance with internal regulations, SEC, and IRS requirements.
Process and disburse financial transactions from retirement accounts to account holders including wires, check disbursements, deposits, and ACH transactions.
Apply knowledge to evaluate, approve, and process retirement account requests received from clients.
Acquire and maintain knowledge of IRS rules regarding retirement accounts and tax codes.
Provide support to ensure tasks are completed within established timeframe and deliver superior service by researching account activity to resolve account and plan related issues.

Distribution Analyst II

Process and transmit 360 payroll data files (e.g., contribution, loan, and census files) to a wide range of payroll vendors.
Collaborate with internal teams and external vendors to ensure accurate and timely data exchanges.
Monitor file transmissions for errors, troubleshoot issues, and coordinate resolutions with vendors and internal stakeholders.
Maintain documentation of integration processes, vendor specifications, and transmission schedules.
Assist in onboarding new payroll integrations, including mapping data fields and testing file formats.
Ensure compliance with data security standards and retirement plan regulations.
Provide technical support and guidance to clients and internal teams regarding payroll integration processes.
Identify opportunities to streamline and automate file processing workflows.

Payroll Integration Specialist, 360

• Process and disburse financial transactions from retirement accounts to account holders including wires, check disbursements, deposits, and ACH transactions.
• Evaluate, approve, and process retirement account requests received from clients under general supervision.
• Acquire and maintain knowledge of IRS rules and tax codes; follow internal regulations, SEC, and IRS requirements.
• Research individual account activity to resolve account and plan related issues for internal and external customers.
• Perform quality reviews, prepare manual investment transactions, field incoming emails, monitor department inboxes and workflow queues, and meet daily deadlines.
• Enhance client experience by providing feedback to streamline processes and increase efficiency.

Accounting Manager

The Revenue Accounting Manager is responsible for overseeing the accurate recognition and reporting of revenue in line with accounting standards. They manage month-end close processes, ensure compliance with internal controls, and work with cross-functional teams to resolve revenue-related issues. This role also involves providing strategic insights to leadership, streamlining reporting processes, and leading a team to maintain financial integrity and efficiency. Prepare and review monthly complex revenue journal entries Provide guidance and oversite to the revenue accounting team of 4 individuals Work closely with the billing, accounting, finance, and operations teams to obtain relevant revenue information, in addition to applying and recording the information into the accounting system Prepare and review monthly revenue related balance sheet account reconciliations Oversee fee accounts reconciliation process Lead the revenue share process which includes database management Complete complex cost of goods sold accruals Perform Gross Margin analytical analysis Assist in the accounts receivable and collections process when needed Assist in the monthly closing and financial reporting process as directed by the Controller Maintain integrity of balance sheet and income statement accounts through review of account activity and balances for accuracy and reasonableness. Perform financial analysis of the balance sheet and income statement. Interacts with internal/external customers, vendors, financial institutions, and employees on various financial and administrative matters. Support in the timely completion of the annual audit including providing audit schedules and account reconciliations to the external auditors. Assist with ad hoc projects as needed, including business process and systems optimization.

Revenue Accounting Manager

• Overseeing revenue recognition and reporting in line with accounting standards
• Manage month-end close processes, ensure internal controls compliance
• Work with cross-functional teams to resolve revenue-related issues
• Provide strategic insights to leadership, streamline reporting processes, and lead a team to maintain financial integrity and efficiency
• Prepare and review monthly complex revenue journal entries
• Provide guidance and oversite to the revenue accounting team of 4 individuals
• Work closely with the billing, accounting, finance, and operations teams to obtain relevant revenue information, in addition to applying and recording the information into the accounting system
• Prepare and review monthly revenue related balance sheet account reconciliations
• Oversee fee accounts reconciliation process
• Lead the revenue share process which includes database management
• Complete complex cost of goods sold accruals
• Perform Gross Margin analytical analysis
• Assist in the accounts receivable and collections process when needed
• Assist in the monthly closing and financial reporting process as directed by the Controller
• Maintain integrity of balance sheet and income statement accounts through review of account activity and balances for accuracy and reasonableness
• Perform financial analysis of the balance sheet and income statement
• Interacts with internal/external customers, vendors, financial institutions, and employees on various financial and administrative matters
• Support in the timely completion of the annual audit including providing audit schedules and account reconciliations to the external auditors
• Assist with ad hoc projects as needed, including business process and systems optimization

• Develop deep understanding of culture, strategy, and navigation with our National Account relationships; proactively work to position PCS Retirement as a key distribution partner within their system; find opportunities to connect at all levels of the organization.
• Advocate for strategic partners by helping to drive initiatives within PCS to ensure that we are maximizing opportunities for growth.
• Work collaboratively, advocating for strategic partners by promoting, training, and communicating internally with Sales/Sales Management, Marketing, Product and Service teams.
• Identify trends and escalate to the appropriate parties for consideration.
• Support distribution initiatives such as internal sales prospecting, campaign development/execution, and sales/service promotional efforts with fund company partners which encourage overall success.
• Represent PCS at partner and industry functions/conferences, assuring that PCS is properly positioned, networking and prospecting new advisor/plan opportunities.
• Serve as product/service expert to champion PCS and effectively manage/solve issues as they arise
• Monitor activity with key accounts, measure progress, implement actions to success of strategies and initiatives.
• Process Improvement - Manage workflows with focus on consistency, maintain/improve processes to ensure operational efficiencies.
• Lead, coordinate, and participate in special projects which support our overall sales distribution and retention strategy including (but not limited to) workflow development, new product rollouts, training, and delivery.
• Under the direction of the VP of Strategic Accounts, work closely with and communicate information to other units and their managers when needed to ensure consistency with various Retirement Plan Operations with a high level of customer service and overall retention of plans/assets.
• Develop strong working relationships with leadership throughout the organization.