The Client Operations Coordinator supports the delivery of accurate, high-quality client reports and operational data for retirement plan clients. This part-time role (approximately 30 hours per week, with flexible scheduling) involves gathering, validating, and organizing plan information to support internal teams and client meetings. The position combines Excel-based data management with administrative coordination to ensure smooth and efficien...
The Client Operations Coordinator supports the delivery of accurate, high-quality client reports and operational data for retirement plan clients. This part-time role (approximately 30 hours per week, with flexible scheduling) involves gathering, validating, and organizing plan information to support internal teams and client meetings. The position combines Excel-based data management with administrative coordination to ensure smooth and efficien...
Marketing Specialist, Plan Sponsor. Springfield, MO • $50,000 - $80,000 per year. The Marketing Specialist is responsible for the successful execution of the firm’s marketing strategy to drive sales growth. Responsibilities. Lead development and execution of the marketing plan aligned with corporate goals. Uphold the company’s brand and messaging across all platforms and communications. Maintain brand assets, templates, and guidelines to ensure u...
The Plan Research Associate supports the delivery of high-quality insights and analysis for retirement plan clients. This role is responsible for gathering, validating, and organizing plan-related data to support internal teams and client-facing deliverables. Responsibilities. Collect and validate plan documents, plan terms, and administrative elections. Conduct analysis and enter data for plan contributions and auto-features. Collect and maintai...
