Top Tech Jobs & Startup Jobs in Charlotte, NC

Processes retirement plan loan and distribution requests, prepares participant packages, verifies vesting, identifies defaults and RMDs, and communicates with participants, sponsors, advisors, vendors, and internal teams. Provides customer service, updates request status, performs data entry, interprets plan documents, maintains cybersecurity training, and pursues industry certifications. The role is fully remote with paid training and no retirement-industry experience required.

Manage a portfolio of current and delinquent 401(k) administration clients, guiding them through prior-year compliance work and corrective actions. Coordinate timelines, deliverables, internal teams, and client calls while maintaining relationships with principals, advisors, attorneys, and CPAs. Responsibilities include ensuring plans achieve compliance, managing special projects independently, and applying advanced knowledge of retirement plan nondiscrimination testing, controlled groups, and mergers and acquisitions.

Owns requirements and process design for retirement-plan automation initiatives. Partners with plan administration, compliance, client services, and developers to define specifications, user stories, workflows, acceptance criteria, and automation priorities. Evaluates regulatory risks and ROI, validates deployed solutions, supports change management, and monitors enhancements. Requires deep 401(k) administration expertise, business analysis experience, retirement-industry knowledge, and familiarity with Agile tools and automation technologies.

Manage the onboarding and implementation of new retirement plan clients, coordinating data collection, documents, compliance software setup, platform providers, advisors, and client communications. Review plan paperwork, answer operational questions, manage implementation timelines, and ensure work follows company procedures while delivering a strong client and advisor experience.

Manage client relationships for 401(k) plans, ensuring client retention and satisfaction while collaborating with internal teams. Requires extensive experience in 401(k) plan administration.

The Client Relationship Manager will maintain client relationships, manage workloads, consult on plan operations, and ensure timely notice distributions, focusing on 401(k) administration.

Manage client relationships for tax-exempt 401(k) plans, ensuring compliance and service excellence, while collaborating with various teams.

Manage client relationships for MEPs, ensuring client retention, and coordinating with various departments for optimal service. Requires extensive 401(k) administration experience.

Manage a caseload of defined contribution clients (PEP and 402(a)), maintain client/advisor relationships, ensure plan compliance and testing, consult on plan design and operations, coordinate with internal teams and record-keepers, and meet weekly team goals to deliver superior client service.

Manage complex 401(k) plans and client relationships, ensure compliance with testing regulations, and maintain high client retention rates while providing exceptional service.