Plan Administrator remote jobs - 91 jobs

About Life360 Life360's mission is to keep people close to the ones they love. Our category-leading mobile app and Tile tracking devices empower members to protect the people, pets, and things they care about most with a range of services, including location sharing, safe driver reports, and crash detection with emergency dispatch. Life360 serves approximately 91.6 million monthly active users (MAU), as of September 30, 2025, across more than 180 countries. Life360 delivers peace of mind and enhances everyday family life with seamless coordination for all the moments that matter, big and small. By continuing to innovate and deliver for our customers, we have become a household name and the must-have mobile-based membership for families (and those friends that basically are family). Life360 has more than 750 (and growing!) remote-first employees. For more information, please visit life360.com. Life360 is a Remote First company, which means a remote work environment will be the primary experience for all employees. All positions, unless otherwise specified, can be performed remotely (within the US and Canada) regardless of any specified location above. About The Team You will be joining a small collegial stock plan admin team that reports into the legal department with very close collaboration with the finance team and HR. The area is rapidly growing for the company and needs to scale as the company grows. About the Job We are looking for an experienced Sr. Stock Plan Administrator who will be responsible for the day-to-day activities of our global equity incentive programs, which include stock options, restricted stock units (“RSUs”), employee stock purchase plans (“ESPPs”). The candidate will also be expected to build a scalable stock plan program including reviewing all current processes and policies and developing comms and employee awareness programs. The ideal candidate is thoroughly familiar with global equity incentive programs (options, RSUs, ESPP) for a large U.S. public technology company. The Stock Plan Administrator role is an excellent opportunity to join a passionate global team at a high growth mission driven company. The role requires experience operating in a high-paced technology company environment with the associated reporting deadlines and requires 'out of the box' thinking to make processes more efficient and streamlined. The ideal candidate must be detail oriented, an accomplished problem solver, have strong organization and communication skills and be hands-on. The US-based salary range for this position is $102,500-$150,000. We take into consideration an individual's background and experience in determining final salary - therefore, base pay offered may vary considerably depending on geographic location, job-related knowledge, skills, and experience. The compensation package includes a wide range of medical, dental, vision, financial, and other benefits, as well as equity. What You'll Do Build a comprehensive stock plan program that is right-sized for the company and scalable Build an ESPP program Process transactions involving option exercises, RSU vesting and ESPP purchases, with a strong collaboration between HR and Payroll Perform reconciliation of records between Stock Administration, HR, and Payroll Maintain database integrity and ensure accuracy of record-keeping of equity data using Fidelity Coordinate with HR/Legal/Payroll to provide accurate mobility taxation for equity vesting in all countries Coordinate with HR to administer the Leave of Absence policy as it relates to equity awards. Provide excellent customer service to equity participants at all levels and to partners across departments and respond quickly to employee questions in a courteous and satisfactory manner Help develop materials and other employee communications, lead the development of ideas and assist with employee education program utilizing various media available, including conducting employee trainings and information sessions Preparation of stock-based compensation (“SBC”) expense journal entries and supporting workbooks for the SBC recognition conclusions, including general ledger account reconciliations Prepare exec comp and beneficial ownership tables for the annual proxy Manage the Insider Trading Policy and associated processes Prepare and maintain all backup data for Form 4 filings Manage the relationship with the stock plan platform What We're Looking For 8+ years stock administration programmatic and general experience in a US public company, and prior accounting experience is helpful Experience creating a scalable stock program for a newly public company, including creating an ESPP program Very strong attention to detail, logical and organized project management skills, and ability to perform self-audit to ensure data integrity and utmost accuracy at all times, including reviewing the work of others Excellent problem-solving skills and proven ability to make informed decisions Clear and concise communication skills with the ability to present to executive management, answer questions from line employees, and discuss technical issues with our vendors Familiarity and openness to using AI tools to streamline manual processes Active CEP certification preferred, but not required, and a CPA license would be helpful as well Our Benefits Competitive pay and benefits Medical, dental, vision, life and disability insurance plans (100% paid for employees) 401(k) plan with company matching program Mental Wellness Program & Employee Assistance Program (EAP) for mental well-being Flexible PTO, 13 company-wide days off throughout the year Winter and Summer Weeklong Synchronized Company Shutdowns Learning & Development programs Equipment, tools, and reimbursement support for a productive remote environment Free Life360 Platinum Membership for your preferred circle Free Tile Products Life360 Values Our company's mission driven culture is guided by our shared values to create a trusted work environment where you can bring your authentic self to work and make a positive difference Be a Good Person - We have a team of high integrity people you can trust. Be Direct With Respect - We communicate directly, even when it's hard. Members Before Metrics - We focus on building an exceptional experience for families. High Intensity High Impact - We do whatever it takes to get the job done. Our Commitment to Diversity We believe that different ideas, perspectives and backgrounds create a stronger and more creative work environment that delivers better results. Together, we continue to build an inclusive culture that encourages, supports, and celebrates the diverse voices of our employees. It fuels our innovation and connects us closer to our customers and the communities we serve. We strive to create a workplace that reflects the communities we serve and where everyone feels empowered to bring their authentic best selves to work. We are an equal opportunity employer and value diversity at Life360. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any legally protected status. We encourage people of all backgrounds to apply. We believe that a diversity of perspectives and experiences create a foundation for the best ideas. Come join us in building something meaningful. Even if you don't meet 100% of the below qualifications, you should still seriously consider applying! #LI-Remote

Mercury is building a complete finance stack for startups. With an intelligent bank* account powering their operations, founders and finance teams can efficiently store, manage, and move their funds while driving smarter business decisions. Our mission is to disrupt business banking by providing customers with a banking experience that is intuitive, enjoyable, and attuned to an entrepreneur's need. As we continue towards this goal, we need sharp and curious minds to help shape our financial success. The Senior Stock Plan Administrator will be responsible for the end-to-end administration of Mercury's global equity programs, including stock options and Restricted Stock Units (RSUs). This is a highly visible and critical role that requires deep expertise in equity plan management, a commitment to meticulous accuracy, and a strong understanding of compliance. The administrator will be the primary contact for all equity transaction processing, lead the migration and implementation of the equity administration platform, and ensure full compliance with global tax, regulatory, and SOX requirements. This role sits within Finance, working closely with Leadership, Legal, HR, and Payroll to manage and execute all aspects of the company's global equity compensation strategy. This role is essential in supporting employee understanding of their equity and partnering across the organization to maintain a world-class compensation program. *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC. You will: Administer the company's equity programs, including stock options and Restricted Stock Units (RSUs), Process all equity transactions accurately and on a timely basis, including grants, exercises, vesting, releases, forfeitures, and private market secondary sales. Lead the implementation and migration of equity administration platform, including data validation, historical grant reconciliation, and coordination with internal stakeholders and vendors. Ensure compliance with all internal controls, Sarbanes-Oxley (SOX) requirements, and other global regulatory and tax regulations related to equity. Partner with Legal, HR, Finance, and Payroll teams on all equity-related matters, Preparing monthly and quarterly equity-related reports, expense schedules, and reconciliations, including stock-based compensation journal entries Support employee understanding of equity programs through effective communication, education, and addressing inquiries. Assist with year-end tax reporting (e.g., Forms 3921 and 1099-B) and related filings. You have: 5+ years of experience in equity administration for a multi-national public or private company. Deep knowledge of global equity compensation plans and related accounting, tax, and legal requirements, including ASC 718, 409A, and insider trading rules. Proven experience with a major equity administration platform (e.g., Carta, Shareworks, E*TRADE). Experience managing the equity plan through various company stages, from fundraising to secondary market activities and IPO preparation. Excellent analytical and problem-solving skills with meticulous attention to detail and accuracy. Strong verbal and written communication skills for effective employee and cross-functional communication. A Bachelor's degree in Finance, Accounting, or a related field (Certified Equity Professional (CEP) designation is a plus). The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits. Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers. Our target new hire base salary ranges for this role are the following: US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $154,200 - 192,800 US employees outside of the New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $138,800 - 173,500 Canadian employees (any location): CAD 145,800 - 182,200 Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role. We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on January 22, 2024. [Please see the independent bias audit report covering our use of Covey for more information.] #LI-SN1

ABOUT THE ROLE Peloton is looking for a proactive and exceptionally organized individual to join our Equity team. This role is responsible for the accurate and efficient administration of the company's global stock plans, working as a key collaborative partner to various internal teams. The ideal candidate is an intellectually curious problem-solver who combines strong technical skills with excellent communication. We are looking for someone who demonstrates an aptitude for mastering complex subjects, applies a meticulous level of accuracy, and is driven to find more efficient ways to achieve goals.This role will be reporting into our Senior Manager, Global Equity Administration. YOUR DAILY IMPACT AT PELOTON Accurately and efficiently handle the day-to-day administration of Peloton's stock plans globally, collaborating with internal departments including Compensation, Payroll, Finance, Accounting, People (HR), and Legal as well as external partners like our stock plan provider, broker, and transfer agent Maintain the company's equity administration platform (Shareworks, espp.com) with meticulous accuracy, ensuring it is the single source of truth for all equity data. Verify all equity plan transactions (grants, releases, exercises, dispositions, etc.) are accurately processed Effectively communicate with employees about equity compensation programs, providing clear and concise information. Assist in developing and updating employee-facing communications and resources to help participants understand the value of their equity Partner with Peloton's People Systems Team, Payroll Team, Legal Team, and advisors to optimize and maintain Shareworks to meet the specific needs of our equity programs and facilitate downstream reporting Assist with global equity payroll reporting, annual filings, and compliance with international tax and regulatory requirements using Shareworks Global Compliance Prepare new grant listings to facilitate approval of new equity grants Assist with preparation of stock-plan related reports, insights, and analysis for Executives, Board Members, Finance, People, Legal, and Payroll as needed Audit data between the equity platform, HRIS, and Payroll systems. Reconcile transactions, termination dates, tax withholding, and reporting, and other items as required Drive continuous improvement by identifying inefficiencies in existing processes and propose data-driven solutions, questioning "why we do it this way" and “what is the goal” rather than accepting status quo Assist in building for scale by designing repeatable systems and creating documentation that reduces future manual work and creates sustainable processes Perform SOX control procedures and maintain meticulous document trails Leverage generative AI tools strategically to accelerate learning and enhance operational efficiency YOU BRING TO PELOTON 2+ years of progressive stock administration experience in a global public company or stock plan system provider Solid understanding of and experience working with Morgan Stanley Shareworks preferred Must be self-motivated, flexible, and deadline-oriented, with the ability to complete tasks with a high level of accuracy and minimal supervision Excellent interpersonal skills with a collaborative approach and a high degree of initiative Acute attention to detail and well-developed organization and time management skills Strong work ethic, including the ability to work independently and solve problems Completion of 1+CEP test a plus #LI-KN1 #LI-Remote The base salary range represents the low and high end of the anticipated salary range for this position to be performed remotely from any Peloton office or facility, in any U.S. State and any location therein. The actual base salary offered for this position will depend on numerous factors including, without limitation, experience and business objectives. Our base salary is just one component of Peloton's competitive total rewards strategy that also includes annual equity awards and an Employee Stock Purchase Plan as well as other region-specific health and welfare benefits. As an organization, one of our top priorities is to maintain the health and wellbeing for our employees and their family. To achieve this goal, we offer robust and comprehensive benefits including: Medical, dental and vision insurance Generous paid time off policy Short-term and long-term disability Access to mental health services 401k, tuition reimbursement and student loan paydown plans Employee Stock Purchase Plan Fertility and adoption support and up to 18 weeks of paid parental leave Child care and family care discounts Free access to Peloton Digital App and apparel and product discounts Commuter benefits and Citi Bike Discount Pet insurance and so much more! Base Salary Range$67,400-$91,150 USD ABOUT PELOTON: Peloton (NASDAQ: PTON) provides Members with expert instruction, and world class content to create impactful and entertaining workout experiences for anyone, anywhere and at any stage in their fitness journey. At home, outdoors, traveling, or at the gym, Peloton brings together innovative hardware, distinctive software, and exclusive content. Founded in 2012 and headquartered in New York City, Peloton has millions of Members across the US, UK, Canada, Germany, Australia, and Austria. For more information, visit ******************* Peloton is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Equal employment opportunity has been, and will continue to be, a fundamental principle at Peloton, where all team members, applicants, and other covered persons are considered on the basis of their personal capabilities and qualifications without discrimination because of race, color, religion, sex, age, national origin, disability, pregnancy, genetic information, military or veteran status, sexual orientation, gender identity or expression, marital and civil partnership/union status, alienage or citizenship status, creed, genetic predisposition or carrier status, unemployment status, familial status, domestic violence, sexual violence or stalking victim status, caregiver status, or any other protected characteristic as established by applicable law. This policy of equal employment opportunity applies to all practices and procedures relating to recruitment and hiring, compensation, benefits, termination, and all other terms and conditions of employment. If you would like to request any accommodations from application through to interview, please email: applicantaccommodations@onepeloton.com. At Peloton, we embrace technology, including AI, to enhance productivity and accelerate innovation in the work we do for our members. However, in our hiring process, our priority remains in getting to know you and your unique qualifications. To ensure a fair and equitable process, we do not permit the use of AI tools during any stage of the application and interview process. In considering you as an applicant, we want to understand your skills, experiences, and motivations without mediation through an AI system. We also want to directly assess your communication skills without the use of an AI tool. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance and the San Francisco Fair Chance Ordinance, as applicable to applicants applying for positions in these jurisdictions. Please be aware that fictitious job openings, consulting engagements, solicitations, or employment offers may be circulated on the Internet in an attempt to obtain privileged information, or to induce you to pay a fee for services related to recruitment or training. Peloton does NOT charge any application, processing, or training fee at any stage of the recruitment or hiring process. All genuine job openings will be posted here on our careers page and all communications from the Peloton recruiting team and/or hiring managers will be from an @ onepeloton.com email address. If you have any doubts about the authenticity of an email, letter or telephone communication purportedly from, for, or on behalf of Peloton, please email applicantaccommodations@onepeloton.com before taking any further action in relation to the correspondence. Peloton does not accept unsolicited agency resumes. Agencies should not forward resumes to our jobs alias, Peloton employees or any other organization location. Peloton is not responsible for any agency fees related to unsolicited resumes.

Help us use technology to make a big green dent in the universe! Kraken powers some of the most innovative global developments in energy. We're a technology company focused on creating a smart, sustainable energy system. From optimising renewable generation, creating a more intelligent grid and enabling utilities to provide excellent customer experiences, our operating system for energy is transforming the industry around the world in a way that benefits everyone. It's a really exciting time in energy. Help us make a real impact on shaping a better, more sustainable future.What you'll do: Administer all equity plan activities: Process new equity grants, exercises, RSU/stock option vesting, terminations, cancellations, forfeitures, repurchases, etc. Maintain accurate records in equity system(s) and cap table(s). Coordinate with payroll for tax withholding, income reporting and share settlement related to equity events. Ensure timely reporting of equity activities in financial statements. Compliance and Internal Controls: Maintain compliance with securities laws, rules and regulations (e.g. insider trading / blackout rules, reporting obligations, local tax and disclosure requirements). Support SOX or other internal audit controls or equivalent; prepare for external audit reviews. Coordinate with Chief Legal Officer to ensure grant agreements, plan documents, board approvals are up to date. System, Vendor & Process Management: Manage relationships with equity plan vendors / transfer agents, equity platforms. Oversee, or support, migration or implementation of equity administration systems when needed. Reconcile data across HR, Payroll, Accounting, Finance, and equity platforms. Reporting & Analytics: Prepare regular reporting to senior management, Compensation Committee or Board on equity plan metrics, cap table changes, dilution, etc. Assist in preparing documents for proxy statements, SEC filings (as applicable), or local equivalents. Employee and Stakeholder Support: Serve as point of contact for employees with questions about equity grants, vesting, exercise, tax implications. Educate employees on equity compensation, terms and policies. Partner with HR/Finance/Legal/Payroll to align on changes or modifications in equity policies What you'll need: Experience managing both U.S. and UK equity programs. At least 4 years of experience in equity / stock plan administration for a public company listed in the U.S. Strong knowledge of key equity compensation instruments (stock options, RSUs, performance shares, etc.). Understanding of accounting for stock compensation (e.g. US GAAP / IFRS /local standards), tax withholding, compliance obligations. Experience working with equity administration platforms (e.g. Carta, E*Trade, Shareworks, etc.). Good cross-functional communication skills; comfortable interfacing with HR, Legal, Finance, and external vendors. It would be great if you also had: Certification (e.g. CEP - Certified Equity Professional or similar). Experience with IPO process or having supported transition from private to public. Kraken is a certified Great Place to Work in France, Germany, Spain, Japan and Australia. In the UK we are one of the Best Workplaces on Glassdoor with a score of 4.5 and in Germany we rate 4.7 on Kununu as a Top Company. Check out our Welcome to the Jungle site (FR/EN) to learn more about our teams and culture. Are you ready for a career with us? We want to ensure you have all the tools and environment you need to unleash your potential. If you have any specific accommodations or a unique preference, please contact us at ********************* and we'll do what we can to customise your interview process for comfort and maximum magic! Studies have shown that some groups of people, like women, are less likely to apply to a role unless they meet 100% of the job requirements. Whoever you are, if you like one of our jobs, we encourage you to apply as you might just be the candidate we hire. Across Kraken, we're looking for genuinely decent people who are honest and empathetic. Our people are our strongest asset and the unique skills and perspectives people bring to the team are the driving force of our success. As an equal opportunity employer, we do not discriminate on the basis of any protected attribute. We consider all applicants without regard to race, colour, religion, national origin, age, sex, gender identity or expression, sexual orientation, marital or veteran status, disability, or any other legally protected status. U.S. based candidates can learn more about their EEO rights here. Our (i) Applicant and Candidate Privacy Notice and Artificial Intelligence (AI) Notice , (ii) Website Privacy Notice and (iii) Cookie Notice govern the collection and use of your personal data in connection with your application and use of our website. These policies explain how we handle your data and outline your rights under applicable laws, including, but not limited to, the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA). Depending on your location, you may have the right to access, correct, or delete your information, object to processing, or withdraw consent. By applying, you acknowledge that you've read, understood and consent to these terms

Build the Future with Us - EquipmentShare is Hiring a Stock Plan Administrator At EquipmentShare, we're not just filling a role - we're assembling the best team on the planet to build something that's never been built before. We're on a mission to transform an industry that's been stuck in the past by empowering contractors and communities through innovative technology, real-time support, and a team that truly cares. We're hiring a Stock Plan Administrator to support our Corporate HQ in Columbia, MO and we're looking for someone who's ready to grow with us, bring energy and drive to their work, and help us build the future of construction. The Stock Plan Administrator is responsible for the day-to-day operations of EquipmentShare's equity programs. This role will support the Company by managing equity data, transactions, and reporting. The position requires prior hands-on experience in equity administration. The administrator will collaborate closely with Legal, Accounting, Human Resources, and external vendors to ensure compliance, accuracy, and a positive employee experience. This position is fully remote. Primary Responsibilities Administer equity plans, including stock options, restricted stock units (RSUs), and the Employee Stock Purchase Plan (ESPP). Maintain accurate records in the Company's equity platform (e.g., Morgan Stanley at Work - Equity Edge Online). Process and reconcile equity transactions, ensuring accurate payroll and tax reporting. Partner with Accounting and Legal to support quarterly and annual reporting filing requirements. Ensure compliance with securities laws, tax regulations, and Company policies. Provide employee support and coordinate communications regarding equity awards, policies, and tools. Assist with external audits, vendor coordination, and execution of internal controls. Support education initiatives to help employees understand the features of the Company's equity plans. Why EquipmentShare? Because we do things differently - and we think you'll feel it from day one. We're a people-first company powered by cutting-edge technology. That means our proprietary T3 platform doesn't just run our business - it also makes your job easier, safer, and more connected. Whether you're behind the wheel, under the hood, leading a branch, or closing deals - tech supports you , and you drive us forward. We're a team of problem-solvers, go-getters, and builders. And we're looking for teammates who take pride in doing meaningful work and want to be part of building something special. Perks & Benefits Competitive compensation Full medical, dental, and vision coverage for full-time employees Generous PTO + paid holidays 401(k) + company match Gym membership stipend + wellness programs (earn PTO and prizes!) Company events, food truck nights, and monthly team dinners 16 hours of paid volunteer time per year - give back to the community you call home Career advancement, leadership training, and professional development opportunities About You You want to be part of a team that's not just changing an industry for the sake of change - we're transforming it to make it safer, more secure, and more productive. You bring grit, heart, and humility to your work, and you're excited about the opportunity to grow within a fast-paced, mission-driven environment. We're looking for people who: See challenges as opportunities Embrace change and continuous improvement Bring energy, effort, and optimism every day Skills & Qualifications Proficiency with equity administration platforms (e.g., Morgan Stanley at Work - Equity Edge Online preferred, or others such as Fidelity, E*TRADE, Shareworks, Carta). Strong knowledge of equity ownership plans (e.g., stock options, restricted stock units, employee stock purchase plans) and related income tax rules and reporting compliance requirements. Solid understanding of accounting principles related to equity compensation (ASC 718). Advanced Excel and data analysis skills. Attention to detail. Ability to manage multiple priorities and meet tight deadlines in a fast-paced business environment. Clear and concise written and verbal communication skills. Strong customer service orientation when supporting employee questions regarding the Company's equity plans. Effective collaboration with Accounting, Legal, Human Resources, external auditors, and vendors. Proven problem solving and process improvement abilities. Education and Experience Bachelor's degree in accounting, finance or related field, required. At least 4 years of experience in equity plan administration at a public company. Certified Equity Professional (or progress toward it) preferred. Experience supporting equity platform transitions. Familiarity with HRIS systems such as Workday. Physical Requirements Ability to sit or stand for extended periods. Occasional travel may be required. A Workplace For All At EquipmentShare, we believe the best solutions come from a team that reflects the world around us. Our initiative - A Workplace For All - is rooted in the belief that we must work together to solve some of the toughest problems in construction. That means attracting, developing, and retaining great people from all walks of life. We value different backgrounds, talents, and perspectives. We want you to feel like you belong here - because you do. EquipmentShare is an EOE M/F/D/V.

Job Level: No Corporate Title Job Function: Corporate Strategy Employment Type: Full Time SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $48,000.00 and $75,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description Global Trade Finance Department (GTFD) is a global department with major offices in Tokyo, Singapore, London and New York. The business is diverse and dynamic, comprising of four business lines (documentary trade and trade loans, receivables finance, structured trade & commodity finance) and multiple teams. The purpose of the role is to support GTFD management in the delivery of its strategy and its financial and qualitative targets, and the maintenance of a robust control framework as a "First Line of Defense". This person will support relevant projects and initiatives of the Bank. They will coordinate through SPCU the "planning" (financial control, strategic monitoring and policy implementation) responsibilities related to GTFD's global activities and to contribute to its global strategic, planning and control capabilities. This arises from the role of SPCU in Tokyo to jointly manage GTFD's global net income budget, resources and key performance indicators. This role will require interaction with a broad range of staff in other departments at various levels, including within FSPDAD, Front Office Business Management in Vertical, RMDAD and BCDAD, the GTFD's senior management, group heads and other staff within the Americas Division (AD) as well as with SPCU colleagues in other regions. Role Objectives * Produce periodic and ad hoc presentations and reports. This includes various presentations & reporting including Management Information and the underlying data gathering/analysis. Specifically: monthly dashboard, SPDGB ALCO reports using BRS data, General Manager's summary paper, Global Staff Directory. In all cases, strong reconciliation, proactive control and clear documentation is expected to ensure that numbers are correct, complete and clear to the stakeholders. * Track and prepare detailed reports reflecting GTFD's financial and qualitative performance against a range of criteria, including forecasts and with robust analysis of variances (actual to forecast, year on year, etc.) reflecting the dynamic nature of each business line. Use various data sources and critical thinking to challenge forecasts, variances and assumptions, maintaining clear records. * Investigate together with other stakeholders errors or anomalies in processes having a material financial impact to GTFD, explaining the issues clearly and proactively proposing workable solutions with effective follow up * Develop data management and reporting capabilities to enable GTFD to explain its global business and achievements effectively, and document these processes in the Planning Group procedure manual to ensure common understanding and sustainability; * Support ad hoc projects and activities as required within Planning Group * Handling business travel bookings and travel expense reimbursements using Concur for MDs. * Expense management in relation to business travel, meetings, industry events, client events, entertainment, gifts through CONCUR as well as COUPA for MDs. * Responsible for submission and management of reimbursement requests, and tracking and payment of expenses. * Ordering office supplies and business cards and other procurement issues via the Coupa system and managing building maintenance requests. Qualifications and Skills Required: * Bachelor's degree Excellent attention to detail and the quality of work product * Familiarity with Excel and data visualization tools(e.g., Power BI) * Excellent written and verbal communication skills * A proactive attitude and willingness to learn * Japanese speaker or bilingual English/Japanese is a plus Preferred: * Internship or coursework related to business analysis, planning, or financial modeling * Knowledge of business intelligence tools (e.g., Power BI) SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com. Nearest Major Market: New York City

Third Party Administrator - Pension / 401(k) Plan Administrator If you are looking for a company where you can grow and learn…. this may be a great opportunity for you. Omni 360 Retirement Consulting is currently seeking a Pension / 401(k) Plan Administrator. We are looking for the right person and are open to various experience levels. About Us Omni 360 Retirement Consulting is a financial services company based in Matthews, North Carolina. We provide investment, administrative, and actuarial services for employer sponsored retirement plans (401(k), profit sharing, cash balance, etc.) along with personal investment, retirement, and financial planning. Our clients are other businesses and business owners. We work predominantly in the dental practice space. Job description The Pension / 401(k) Plan Administrator will work with our clients in servicing their practice 401(k) and pension plans. As we are open to various levels of experience, the actual duties will depend on actual abilities. These duties may include: Data entry Plan document maintenance Contribution calculation Compliance testing Account reconciliation and accounting Preparation of IRS form 5500 and related schedules Report preparation and compilation Working with vendors New plan implementation Client meetings Working with both defined contribution and defined benefit plans Requirements: Open to various levels of experience Bachelor's degree preferred Mathematically inclined Customer oriented Heard working and excited to learn Organizational skills, attention to detail and time-management skills Ability to manage multiple priorities and deadlines Comfortable working on multiple open projects and clients at one time Experience with Excel and other Microsoft Office programs Energized professional with a client first mentality Positive, collaborative mindset Additional Information Why Omni 360? We are a small growing company with a solid, knowledgeable, and experienced base of principals. We are looking to bring in new talent who desires to learn and work their way up. Benefits: We value our employees' time and efforts. Our commitment to your success is enhanced by our benefits package. Here are just a few: Healthcare Professional Development Allowance Generous Paid Time-off 401(k) plan with company match Future growth opportunities within the company Opportunity for work-from-home schedule We work to maintain the best possible environment for our employees, where people can learn and grow with the company all while boasting a “dress for your day” flexible policy We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture Uncompromising integrity, a passion for excellence and mutual respect Pay will be commensurate with experience Job Type: Full-time Pay: $30,000.00 - $75,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Professional development assistance Retirement plan Vision insurance Schedule: 8 hour shift Monday to Friday Weekends as needed Qualifications Education: Associate (Preferred) Experience: Customer service: 1 year (Preferred) Ability to Commute: Matthews, NC 28105 (Required) Ability to Relocate: Matthews, NC 28105: Relocate before starting work (Required) Additional Information HOW TO APPLY If this sounds like you and you are interested in this position. Please send a resume or brief work history with contact info. including a phone number that you can be reached. Social media contacts, Facebook, LinkedIn, etc. Type us a brief cover letter and tell us why we should hire you. We look forward to working with you!

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $48,000.00 and $75,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description Global Trade Finance Department (GTFD) is a global department with major offices in Tokyo, Singapore, London and New York. The business is diverse and dynamic, comprising of four business lines (documentary trade and trade loans, receivables finance, structured trade & commodity finance) and multiple teams. The purpose of the role is to support GTFD management in the delivery of its strategy and its financial and qualitative targets, and the maintenance of a robust control framework as a “First Line of Defense”. This person will support relevant projects and initiatives of the Bank. They will coordinate through SPCU the “planning” (financial control, strategic monitoring and policy implementation) responsibilities related to GTFD's global activities and to contribute to its global strategic, planning and control capabilities. This arises from the role of SPCU in Tokyo to jointly manage GTFD's global net income budget, resources and key performance indicators. This role will require interaction with a broad range of staff in other departments at various levels, including within FSPDAD, Front Office Business Management in Vertical, RMDAD and BCDAD, the GTFD's senior management, group heads and other staff within the Americas Division (AD) as well as with SPCU colleagues in other regions. Role Objectives Produce periodic and ad hoc presentations and reports. This includes various presentations & reporting including Management Information and the underlying data gathering/analysis. Specifically: monthly dashboard, SPDGB ALCO reports using BRS data, General Manager's summary paper, Global Staff Directory. In all cases, strong reconciliation, proactive control and clear documentation is expected to ensure that numbers are correct, complete and clear to the stakeholders. Track and prepare detailed reports reflecting GTFD's financial and qualitative performance against a range of criteria, including forecasts and with robust analysis of variances (actual to forecast, year on year, etc.) reflecting the dynamic nature of each business line. Use various data sources and critical thinking to challenge forecasts, variances and assumptions, maintaining clear records. Investigate together with other stakeholders errors or anomalies in processes having a material financial impact to GTFD, explaining the issues clearly and proactively proposing workable solutions with effective follow up Develop data management and reporting capabilities to enable GTFD to explain its global business and achievements effectively, and document these processes in the Planning Group procedure manual to ensure common understanding and sustainability; Support ad hoc projects and activities as required within Planning Group Handling business travel bookings and travel expense reimbursements using Concur for MDs. Expense management in relation to business travel, meetings, industry events, client events, entertainment, gifts through CONCUR as well as COUPA for MDs. Responsible for submission and management of reimbursement requests, and tracking and payment of expenses. Ordering office supplies and business cards and other procurement issues via the Coupa system and managing building maintenance requests. Qualifications and Skills Required: Bachelor's degree Excellent attention to detail and the quality of work product Familiarity with Excel and data visualization tools(e.g., Power BI) Excellent written and verbal communication skills A proactive attitude and willingness to learn Japanese speaker or bilingual English/Japanese is a plus Preferred: Internship or coursework related to business analysis, planning, or financial modeling Knowledge of business intelligence tools (e.g., Power BI) SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.

About JM Brassill Group, A Division of Patriot Growth Insurance Services: JM Brassill Group Inc. is a New York based employee benefit insurance and consulting firm. Our commitment to this insurance specialty distinguishes us from our competitors who sell multiple lines of insurance coverage. We are dedicated to establishing ourselves as a well-respected firm in the insurance industry that specializes in the employee benefit arena. We are guided to reach our goals by the basic principles of honesty and fair play. Position Overview: We are looking for an experienced large group, Employee Benefits Account Manager to join our growing team! As the Account Manager you will ensure delivery of exceptional service to clients and prospects by acting as their primary service contact and actively managing their accounts. You will work with our Producers to ensure overall client satisfaction on all aspects of their employee benefit offerings and manage clients day-to-day needs. Work Arrangement: This is a remote position that supports our office located in Melville, NY. Computer equipment will be provided by the company upon hire. Professional Responsibilities: Partner with clients to help identify their business long-term employee benefits goals and develop a strategic plan to achieve them. Strategically plan, execute, and drive benefits plan renewal timelines with the Producers to ensure minimal hold ups. Assist with day-to-date client needs timely as well Perform annual renewal negotiations with the carriers, renewal plan selection and other renewal functions as needed. Present clients with options to enhance their benefits package, including voluntary benefits, and cross-selling opportunities to enhance their package via renewal. Ensure that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption and communicate any major issues/changes. Responsible for the renewal checklist and meets with the Producers to discuss the renewal timeline. Conduct employer presentations (phone/webinar/in-person) in a consultative, logical, professional, and informative manner. Assess clients understanding and attitude during meetings and presentations, encouraging feedback, and adjusting accordingly. Assess the nature of a problem quickly, understands thoroughly the expectations of the client, consistently meets those expectations through viable solutions in a timely manner. Proactively respond when a potential problem is discovered and assist the client with any escalated employee benefit issues. Enter notes in CRM system after all meetings, contacts, etc. to ensures follow up issues are handled timely and communicated to client. Keep team informed and communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work. Positively influence the team members and mediate concerns, offer encouragement and praise, promote engagement, and build good working relationships. Qualifications and Requirements: 4-6 years of Account Management experience with self-funded, large groups Occasional travel required to conduct in-person client open enrollment meetings NY Life & Health license Employee Navigator experience preferred Excellent interpersonal and communication skills (both oral and written) Proficient with use of Microsoft Office Suite and products A passion for being part of a team that drives our company to industry leadership Ability to establish and maintain effective working relationships with both peers and clients Authorized to work in the U.S. without sponsorship About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer: Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs Company paid Short-Term Disability, Long-Term Disability and Group Term Life Company paid Employee Assistance Program Paid Parental Leave Paid holidays Personalized PTO 401 (k) Pay Range: $85,000 - $90,000 depending on experience. A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at *******************

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Retirement Plan Specialist provides support to Wealth Advisors, plan sponsors, administrators, and participants. The Retirement Plan Specialist reports to the Retirement Plan Manager and is responsible for supporting Wealth Advisors with plan design, preparing meeting materials, and serving as a liaison to plan providers. The Retirement Plan Specialist collaborates with plan providers, including recordkeepers, third-party administrators (TPAs), and custodians, to facilitate plan needs. Essential Job Functions for this role include: Service Plan Execution: Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery. Prepare Fiduciary Plan (Design) Review for meetings and delivery. Prepare Provider Review for meetings and delivery. Advisor Support: Plan design and proposal preparation. Facilitate and navigate plan changes, including plan design, fund changes, etc. Onboarding new clients - collaborate with sales team to ensure a seamless onboarding process. Transitioning clients - collaborate with advisors to ensure a seamless transition process. Client Support: Answer inquiries regarding the plan from plan administrators/sponsors and participants. Ensure strong client satisfaction and retention from plan administrators/sponsors. Provider Collaboration: Communicate with recordkeepers, Third-Party Administrators (TPAs), and custodians. Knowledge, Skills, and Abilities: Education: Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related) Experience: Minimum 3 years of financial industry related experience Experience with interacting with individuals at all income levels in a professional and confidential manner Certifications: Notary designation a plus Job Skills: Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion Excellent verbal, written, analytical, and organization skills Technical and analytical training and ability to multi-task and manage multiple projects at once Ability to simplify complex issues and communicate them to advisors and clients clearly and concisely. Results-oriented individual with proven ability to thrive in a fast-paced environment High attention to detail and the ability to see things through from concept to implementation Proficiency with RPAG, Salesforce and MS Office Suite Flexible, Reliable, Trustworthy, and Confidential with all matters Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal clients across multiple time zones. All roles classified as non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Pay Range $67,996.60-$79,996 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Sales Director - Employee Benefits Consultant Job Type: Full Time, Direct Hire Travel: Primarily day trips with occasional overnight travel Pay: $150,000 starting base salary, plus 40% commission on new business and 25% residuals on renewals; top performers earn $500K-$850K+ About the Role We are seeking an Employee Benefits Sales Director to drive new business growth across the Northeast region. This fully remote role offers autonomy to build your territory while leveraging strong organizational support and dedicated service teams. In this role, you will: Act as a consultant, identifying client needs and delivering tailored solutions across insurance, retirement, and technology platforms Generate new business through self-driven prospecting, referral networks, and direct engagement with HR and finance leaders at mid-market companies Build and manage referral relationships, expanding your pipeline while maintaining long-term client partnerships Collaborate with internal teams for quoting, implementation, and account management, enabling you to focus on sales and growth Manage quality client relationships, ensuring retention and satisfaction while driving significant revenue growth Why Join Us Challenging work: Entrepreneurial, consultative sales environment where you define strategies and own your success Flexibility: Fully remote role with manageable travel and the ability to work from home Advancement: Opportunities for career growth in a rapidly expanding organization with evolving leadership pathways Compensation: Competitive base salary of $100,000-$150,000 plus uncapped commissions (40% new business, 25% renewals); top performers exceed $500K-$850K annually Culture: Collaborative, high-impact team with dedicated support for quoting, implementation, and service, letting you focus 100% on selling Security: Join a stable, reputable player in the employee benefits space with a proven track record and strong growth trajectory Required Qualifications 5+ years of sales experience in employee benefits, payroll, HCM, or a related field Strong network of industry contacts and referral relationships Proven success selling to HR and finance decision-makers at mid-market companies Hunter mentality with ability to self-generate new business Life, Accident, and Health Insurance License preferred (or willingness to obtain) Ability to travel primarily on day trips with occasional overnight stays Ability to work independently while leveraging internal support teams Compensation & Benefits Base salary: starting at $150,000 Commission: 40% of new business and 25% of renewals On-target earnings: Top performers $500K-$850K annually First-year performance-based incentives may apply Comprehensive health insurance, retirement plan, and performance-based incentives Long-term residual income structure Flexible remote work with manageable travel

Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team! Now interviewing for multiple openings for our March 2nd and April 6th classes! How long is your commute? The Retirement Plan Specialist role is fully remote! Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and would love to work with ongoing warm leads, build relationships, and assist clients with their financial challenges? Do you wish that instead of a high pressure, commission-only position you could work from home 40 hours per week, receive a bi-weekly base salary PLUS monthly, quarterly, and annual bonuses? Then our team is what you are looking for! You must hold FINRA Series 6, 63, and 65; OR Series 7 and 66 at time of hire. Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts. Job Description Responsibilities * Learn all products in assigned specialty area, including awareness of competitive offerings and regulations. * Explain and ensure customers understand product options for routine inquiries; make product recommendations. * Identify if there are multi-product needs and connect customers to other product specialists. * Work with relationship managers and fulfillment analysts to initiate product requests. Qualifications * Bachelor's degree in a business field or equivalent professional experience * FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all states) * Life license (or obtain within 90 days) * One year of experience in the financial services industry * Basic knowledge of financial products (related to assigned specialty area) * Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust * Problem-solving and decision-making skills to select and recommend product solutions * Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc. * Proficiency using MS Office Preferred Qualifications * CFP and/or CRPC * Knowledge of CRM (Salesforce.com) and digital financial advice platforms Working Conditions * Remote (Field/Travel) Environment * Schedule may vary to fulfill service levels during hours of operation Compensation Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations. Total Compensation for this role is estimated to be $65,000 - $95,000 per year. The Salary for this position generally ranges between $48,500 - $53,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. #LI-KB1 Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: * We will never request personal information such as ID or payment for equipment upfront. * Official offers are sent via DocuSign following a verbal offer-not through text or email. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits * Competitive Pay * Bonus for Eligible Employees Benefits Package * Pension Plan * 401k Match * Employee Stock Purchase Plan * Tuition Reimbursement * Disability Insurance * Medical Insurance * Dental Insurance * Vision Insurance * Employee Discounts * Career Training & Development Opportunities Health and Work/Life Balance Benefits * Paid Time Off starting at 160 hours annually for employees in their first year of service. * Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). * Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars * Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. * Adoption Assistance * Employee Assistance Program * Back-Up Care Program * PTO for Volunteer Hours * Employee Matching Gifts Program * Employee Resource Groups * Inclusion and Diversity Programs * Employee Recognition Program * Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

Job Description The purpose of this position is to support the ongoing operations and maintenance of the PeopleSoft Pension Administration system for administered pension plans in compliance with security technologies that are designed to protect the corporate infrastructure at the host, endpoint, cloud, application levels. This position is responsible for: 1. Enhancing / modifying / troubleshooting existing pension processes, implementing new processes allowing for accurate, secure and compliant pension processes, calculations and estimates. 2. Implementation & support of all customizations required to comply with pension legislation, regulatory requirements and collective bargaining agreements, ensuring that sensitive data is identified, and properly protected through the use of the appropriate security technologies. 3. Migration of legacy data to a centralized & highly customized Peoplesoft pension administration system, upgrading its efficiency through centralized administration. 4. Configuration of all pension rules including eligibility, participation, consolidation (hours, earnings, contributions), vesting, benefit formulas, optional forms. 5. Supporting various bolt on applications, including but not limited to the pension loans administration system The following knowledge, skills, and abilities are required for this position; PeopleSoft HCM & PeopleSoft Pension Administration knowledge including: 1. Pensions configuration expertise including pension administration module tables & calculation phase (individual & batch) including; a. Consolidated Hours, Earnings, and Contributions b. Service Eligibility, Benefit, and Vesting Service c. Plan Eligibility and Participation d. Vesting and Benefit Eligibility e. Benefit Earning Limitations - 415 Limit Earnings f. Final Average Earnings and 401(a)(17) Limits / Kingston Cap Limits g. Overtime Earning Caps as Per CBAs and statutory changes h. 415 Limit High 3 and 401(a)(17) Limits i. Early Retirement Factors j. Benefit Formulas including death benefits 2. Retiree payroll 3. Annual actuary valuation reporting 4. Annual cost of living adjustments 5. Pension loans administration 6. Service purchase buybacks Technical skills - PeopleTools, People Code, SQR, App Engine, and COBOL The candidate must have recent experience in the implementation of integrated pension administration solutions in the public sector. Flexible work from home options available.

PLEASE NOTE: This is a HYBRID position that will require 1-3 days/week in one of our following California office locations: Irvine, Burlingame, Glendale, Santa Rosa, Sacramento. The Mid-Market Senior Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Senior Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Senior Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and assists the Team Leader and Account Executive(s) on their clients. The Senior Account Manager is responsible for revenue growth - client expansion - on their personal book of business. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans. Your Impact: Act as a subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary Manage a personal book of business of approximately $500,000 - $1,000,000+ Support Team Leader and/or Account Executive(s), as assigned Proactively provide client service in response to day-to-day service issues and questions; escalate, as necessary Actively seek improvements to client service and efficiencies within teams by identifying improved processes Work with the client team to develop project plans and deliver on service goals Set priorities and manages workflow to ensure efficient, timely and accurate processing of account transactions Prepare renewals and RFPs, coordinate vendor responses, support negotiations, analyze and spreadsheet proposal results, and develop the client presentations Delegate administrative and analytic tasks, as necessitated, to team Benefit Analyst; provide coaching and peer review, e.g., Forms 5500, policy review, monthly carrier reporting, etc Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance. Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.) Understand, articulate and implement RS value-added resources Be accountable for updating client information, in timely manner, within appropriate software (e.g., BenefitPoint, AMS, etc) Provide peer review for others on team Successful Candidates Will Have: BA/BS preferred 4 - 7+ years of health & welfare experience, meets, or exceeds, majority of core practice competency-based skills Client-facing experience in the employee benefit industry a plus Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services Ability to work independently and learning to anticipate client and team needs Effective time management Diligent follow up skills Ability to express ideas clearly in both written and oral communications Critical thinking skills Detail-oriented Strong Microsoft Excel and PowerPoint skills Life, Accident and Health Insurance License required GBA or CEBS Certification a plus Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,500 employees as part of the Accession Risk Management Group family of companies. Industry recognition includes being certified a Great Place to Work and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Pay Range: $51,800.00 - $80,000.00 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare. $70,000.00 - $70,000.00 The Retirement Plans Specialist supports MissionSquare's small markets segment and will be responsible for providing service and education virtually 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. This position will interact with regionally based field representatives and on occasion may engage in client facing events such as roll out of a new plan or enrollment of a new plan. Travel will be less than 20% overall. Position requires residency in Southern California Essential Functions for this role include: Conduct one-on-one consultations 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 client meetings Record all daily activity in contact management systems accurately Identify and refer new group or individual business opportunities to the appropriate manager If you have the following skills, we encourage you to apply: BA/BS or equivalent experience Series 65 licensing required 3-5 years related experience in financial services sales strongly preferred Customer service experience is helpful Significant knowledge of retirement and investment products with an emphasis on deferred compensation defined benefit and defined contribution plans. Good understanding of specific plan provisions and legislative regulations Experience with IRAs, 401ks, 403b, 401a, or DB plans Demonstrated ability to effectively market and service a geographically diverse client base Strong communication, listening, interpersonal skills, and ability to follow directions necessary. Demonstrated ability to make effective presentations Ability to work independently as well as in a team environment Demonstrated proficiency in basic computer skills, including Windows, internet, email systems, Word, Excel and Power Point Strong time management and organizational skills Ability to work in a fast-paced, task-oriented environment To benefit your career and support your wellbeing, we offer: Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions Flexible and hybrid work schedules to support work-life balance Tuition reimbursement to support continued education Professional and career development opportunities, including courses and certifications Comprehensive wellness programs promoting physical, mental, and emotional health Volunteerism initiatives to encourage community engagement Click here to learn more about MissionSquare's benefits. Equal Employment Opportunity As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

For over 20 years PSG has been singularly focused on helping our clients navigate the complex and ever-changing challenges of drug management. Through our leading pharmacy intelligence and technologies, we save our clients billions of dollars every year with an unwavering commitment to serving as an advocate and strategic partner. Our mission is to relentlessly advocate for our clients as we partner together to develop innovative drug management solutions that deliver exceptional strategic insights, financial and clinical value. The Pharmacy Benefit Consultant - Health Plans will serve as a lead consultant on projects with a focus on national and regional health plan clients. This role requires a high level of curiosity and a commitment to continuous learning to address the gamut of pharmacy challenges faced by payers today, while serving a demanding client base. To ensure success, the Pharmacy Benefit Consultant is supported by PSG resources, data and tools, internal knowledge sharing among peers, shadowing opportunities with established consultants and mentorship from leaders. A successful candidate for this role thrives in a high demand/high reward environment that values critical thinking and ability to execute on multiple and concurrent priorities. In exchange for the efforts, a successful candidate will gain: Exposure to PSG's vast portfolio of challenging projects supporting health plan and plan sponsor clients, PSG's industry insights and proprietary procurement database Being a part of a high performing team with an established reputation Experience leading projects that result in innovative strategies that shape the pharmacy industry Long standing, multi-level client relationships A vast professional network of leaders across the pharmacy benefit and managed care industry Opportunities for unparalleled professional growth including increased visibility by demonstrating thought leadership on PSG's platforms Responsibilities include: Business Strategy Projects End to end ownership of client specific business strategy projects. Responsibilities include client relationship management, upfront planning and strategy creation, in-depth research and analysis, thorough execution, and delivery to the client. Examples of projects include organizational assessments, PBM or vendor contract reviews, process gap analyses, market and landscape analyses, go-to-market strategies, unique clinical or quality initiatives that improve delivery of healthcare Client Management and Consulting Retainers Identify and maintain appropriate multi-level client relationships and a deep understanding of client business and corporate culture resulting in high client satisfaction and retention rates. Develop and implement customized strategic plans based on unique client needs to achieve targeted long- and short-term goals. Delivery of client-specific insights on industry happenings and leveraging PSG's best-in-class research to provide data-driven insights and recommendations on an ongoing basis Identify opportunities to engage internal PSG experts on custom projects and analyses. Responsible for renewal of client relationships and creating strategy, scope of services and appropriate fee structure to match client needs. Program and Business Development Assess opportunity for expanding PSG services within existing client relationships. Leverage client relationships for PSG prospecting efforts by creating developing client references. Participation in conferences and other forums for showcasing program experience and success. Participate in internal workgroups to develop new programs, services, corporate positions, and publications based on the continual assessment of client and market needs. Procurement and RFP Process Management Lead the development and management of the procurement, market check and request for proposal (RFP) strategy and process for clients including RFP creation, vendor selection meetings and contract execution (in conjunction with internal RFP coordinator). Participate in non-client RFP processes via scoring and client meeting assistance. Contract Negotiation, Review and Execution Lead the review process for new and renewing vendor contracts through final execution to ensure current terms, definitions and compliance with RFP requirements. Negotiate market leading business terms and conditions on behalf of PSG clients Qualifications (Minimum Requirements) Knowledge of PBM, pharmacy and managed care environments (3-5 years minimum experience). Ability to develop strategies and implement programs for large client Rx and medical benefit programs Ability to create client-facing written materials and communications using Microsoft Word and PowerPoint Impeccable organizational skills and ability to work independently Strong verbal and written communication skills including presentation skills and client relationship management experience; with the ability to adjust your style to suit different perspectives and seniority levels. Strong financial analysis skills using Microsoft Excel Pharmacy Benefits or Managed Care work experience with bachelor's degree; MBA or PharmD/RPh strongly preferred WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” COMPENSATION: The national average salary for this role is $165,000.00 - $200,000.00 in base pay and exclusive of any bonuses or benefits. The base salary offered will be determined based on your experience, skills, training, certifications, and education, while also considering internal equity and market data. To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ****************************************************************************************** . #LI-MS2 # PSG #LI-Remote

Job Description Job Title: Employee Benefits Account Manager Compensation: $70,000-95,000 plus comprehensive benefits About Growing independent insurance agency committed to delivering personalized, high-touch service to is seeking an experienced Employee Benefits Account Manager. Agency strongly values collaboration, accountability, and long-term partnerships-with clients, carriers, and each other. Agency's collaborative culture, carrier relationships, and focus on long-term partnerships allows team to thrive while providing exceptional value to employers and their employees. Position Overview We are seeking an experienced Employee Benefits Account Manager to support and manage a book of group benefits clients. This role focuses on day-to-day client service, renewals, carrier coordination, and ongoing account management. The position offers flexibility with in-office, hybrid, or fully remote work options, depending on experience and location. Key Responsibilities Manage a dedicated book of employee benefits clients, serving as the primary day-to-day contact Coordinate annual renewal strategy, including data gathering, carrier negotiations, and plan comparisons Prepare and present renewal materials, plan options, and recommendations to clients Support onboarding of new groups, including implementation and carrier setup Handle plan changes, enrollments, terminations, billing issues, and client inquiries Collaborate with producers, carriers, and internal teams to ensure smooth account servicing Maintain accurate documentation and records within agency management systems Stay current on industry trends, compliance considerations, and carrier offerings Qualifications 3+ years of experience in employee benefits account management (agency experience preferred) Strong knowledge of group health, dental, vision, life, disability, and ancillary benefits Excellent organizational, communication, and client service skills Ability to manage multiple accounts and deadlines with attention to detail Comfortable working independently while contributing to a team environment Insurance license (or ability to obtain within required timeframe) What We Offer Competitive salary based on experience Flexible work arrangements: in-office, hybrid, or remote Supportive, team-oriented independent agency culture Opportunities for professional growth and advancement Benefits package including health insurance, paid time off, and holidays How to Apply If you are a motivated benefits professional who values client relationships and flexibility, we'd love to hear from you. Please submit your resume and a brief introduction outlining your experience in employee benefits.

Job DescriptionBenefits: 100% Remote Paid Sick Leave Flexible schedule Paid time off About Us The SD Cooper Company is a nationally recognized leader in Rollover for Business Startups (ROBS) and ERISA compliance services. We help entrepreneurs use their retirement funds to start or buy a business by establishing compliant retirement plans. Our team is expanding, and we are seeking a detail-oriented Pension Administrator to support our growing client base and maintain our high standards of regulatory compliance and customer service. Position Summary As a Pension Administrator, you will be responsible for the ongoing compliance, administration, and reporting of qualified retirement plans under the ROBS program. Youll work with small business owners and internal team members to ensure timely and accurate plan maintenance, participant reporting, and ERISA documentation. VERY IMPORTANT BEFORE APPLYING: YOU MUST HAVE EXPERIENCE WITH CALCAIR PENSION ADMINISTRATION SOFTWARE. IF YOU DO NOT HAVE PROVEN EXPERIENCE WITH CALCAIR THEN DO NOT APPLY- YOU WILL BE AUTOMATICALY REJECTED. WE WILL LOOK FOR DEMONSTRATED EXPERIENCE IN YOUR RESUME AND WE WILL CONTACT REFERENCES. A CALCAIR SKILLS EXAM WITH A SATISFACTORY SCORE WILL ALSO BE REQUIRED. Key Responsibilities Use CalcAir (formerly Datair) and eFast for federal tax filings and form submissions Prepare and file annual IRS Form 5500-series returns and related schedules Maintain and update plan documents and adoption agreements Track plan activity, contributions, distributions, and ownership percentages Monitor eligibility, vesting, and nondiscrimination testing Administer loans, rollovers, distributions, and RMDs per IRS/DOL rules Utilize ACT! CRM; communicate with clients via phone/email/video Collaborate with CPAs, advisors, and internal staff Qualifications FIRM REQUIREMENT: CalcAir (Datair) experience REQUIRED IF YOU DO NOT HAVE CALCAIR EXPERIENCE, DO NOT APPLY 2+ years in retirement plan (TPA) administration preferred Knowledge of 401(k), profit-sharing, and ROBS plans is a plus ASSPA certification or progress towards it is a plus Proficiency in Office 365, Adobe, Zoom/Meet Strong organizational and communication skills Experience with 5500, 1099-R, 945, 8955-SSA forms This is a remote position.

Our Parent Company in Minneapolis, MN is growing and looking to add experienced professionals to our Employee Benefits team! This is an opportunity to step into a client-facing, strategic role where you'll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees. These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities. Role Summary This role serves as a key relationship owner and strategic partner to clients, responsible for delivering exceptional service while driving retention, growth, and long-term client success. You'll manage day-to-day account activity, lead renewal strategy for health and life coverages, and collaborate closely with internal teams and carrier partners to ensure compliant, high-quality solutions that support clients' business and workforce goals. Your Impact Manage and retain a book of employee benefits business while identifying opportunities for growth Build and maintain strong relationships with clients, carrier partners, and internal stakeholders Lead renewal processes for health and life coverages, including plan modeling and cost analysis Respond to client inquiries related to coverage, enrollment, claims, and policy changes Educate clients and employees on benefits programs, regulatory requirements, and legislative updates Prepare proposals, presentations, and stewardship reports Support sales efforts and new client implementations Document compliance and service activity in the agency management system Successful Candidates Will have: Active Health, Accident, and Life Insurance Producer license 5-10+ years of employee benefits or account management experience Strong knowledge of insurance products, contracts, and state regulations Proficiency with Microsoft Office and agency management systems Ability to travel as required in addition to possessing an acceptable driving record and insurance coverage. Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada. Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Pay Range: 60,000 - 100,000 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.