Retirement Plan Jobs in Greater Boston area

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Looking for Retirement Plan jobs in Greater Boston area? Browse our curated listings with transparent salary information to find the perfect Retirement Plan position in the Greater Boston area area.

Director, People & Culture

Company: Forward Financing

Location: Boston, MA

Posted Oct 13, 2023

We offer a comprehensive benefits package including but not limited to: medical, dental, vision, and commuter benefits, a flexible time-off policy, 401k match, wellness reimbursement, paid volunteering days, annual professional development budget, and charitable donation match.At Forward, employee choice means each individual gets to decide where they work. If face-to-face time is desired, people managers are empowered to find a cadence that works for their team. When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together! California Employee Privacy Policy If this sounds exciting to you, learn more about our leadership team and our open opportunities.Perks & Benefits:At Forward, our team members are at the heart of our company, and we are committed to taking care of them as people, not just employees. By accepting diversity of thought, background, and identity, we will continue to become a stronger team and a better organization.Our diverse and driven group of over 430 people, with more than 200 based in the U.S., and 230 internationally, is a 100% employee-owned company. We encourage a workplace where trust and respect are paramount and all employees feel valued, heard, and accepted. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. as one of the best places to work in Massachusetts.Forward actively promotes a focus on diversity, equity, and inclusion in all we do. We never settle for yesterday’s best.About Us:Forward Financing is a fintech company headquartered in Boston that provides fast, flexible, and reliable capital to small businesses nationwide. Since 2012, Forward has provided over $2.2 billion in financing to more than 50,000 small businesses. We say “yes” when others say “no.”Keep It Real - We value direct communication, candid feedback, and authenticity.

Partner (Medical & Scientific Affairs Consulting Practice Focus)

Company: Putnam Associates LLC

Location: Boston, MA

Posted Oct 12, 2023

Our primary office locations are Boston, New York, San Francisco, London, Tokyo, Tunisia, Delhi, Krakow, Paris, and Newcastle – but for the right role and candidate, remote work is an option.Diversity, equity, and inclusion are tenets of our core values. We strive to create a culture and environment that fosters belonging and authenticity across all levels and values individuals for their skills, experience, diverse backgrounds, and unique perspectives. Offering market research and insights; strategy, people and transformation consulting; and commercial benchmarking delivered through sector specific connected solutions and intelligence, Inizio Advisory helps create long-term value for clients and their patients. Collectively, DEI serves as a foundational element of who we are and how we work with our clients and with each other.Our core values:CollaborationExcellenceIngenuityGritDiversityWe are proudly part of Inizio Advisory, a trusted advisor for pharmaceutical and life science companies that turns science into strategy, supporting execution at every stage of the product and patient journey from early commercialization to launch and beyond. Built on the pillars of empowerment, collaboration, and meaning, we’re proud to offer a fulfilling environment where world-class advisors can come together to shape the future of healthcare for the better.Serving the life sciences industry, including the top 20 global biopharmaceutical companies, consistently ranked as one of the top consulting firms by Vault, and maintaining a true global team of experts with 400+ team members sitting across 3 continents, we offer a unique opportunity to play a central role in supporting our clients. For more than 30 years, our rigorous, bespoke approach and globally diverse team have delivered unrivaled depth across therapeutic areas, business functions, geographic markets, healthcare sectors, and technology platforms to maximize the human impact and commercial success of client innovations.We believe that to create real, lasting change on human health, we must bring out the best in our people, in every way and at every level. We offer a boutique-firm feel inside a global enterprise, opening the door to limitless opportunities to kickstart your career or hone your expertise.  They are also responsible for building and enhancing existing client relationships and for overseeing client project teams as well as collaborating with other practice areas (commercial, pricing and access, Portfolio/BD&L).Responsibilities and measurements of success include but are not limited to:Leadership effectiveness through team management effectiveness, coaching and mentoring, participation in positive firm culture building, practice area development contributionsExtensive project work planning and client interaction and managementDevelopment of key insights from all workstreams and translation of those insights into a compelling storyline and presentation that can drive strategic planning by our clientsProposal development and revenue generationParticipation in industry thought leadershipMedical affairs projects support clients in the following areas:Asset DevelopmentLaunch StrategyDigital Health & OmnichannelDesired Skills & Experience Extensive experience in project work planning and strategy developmentWorking in (cross-functional) team-based environmentDemonstrated excellence during academic career (MD, PhD, PharmD degree required)Minimum of 10 years’ experience with other top-tier consulting firms or within the Pharmaceutical or Biotechnology industriesMedical & Scientific Affairs consulting experience is a plus, but not required.Clear interest in the medical affairs practice - required. A successful history of people and team management through mentorship, knowledge sharing, and leadership.Development of key insights into a compelling storyline and strategiesStrategic planningProven analytical capabilities, presentation skills, team management and detail orientationA strong team player with a desire to facilitate collaborationA clear desire to build bespoke solutions for clients, with an innovative mindsetMedical affairs experienceWhat we offer!Competitive salary and bonus packagesExceptional professional growth opportunities through mentorship and leadership training Hybrid working model and office location options (Boston, New York, San Francisco, London)Additional benefits include a 401(k) plan, health, dental & disability insurance, paid time off, cell phone benefits, and more!Company Description Putnam, an Inizio Advisory company, is a leading scientific and strategic consulting partner that helps the global life science community make confident decisions, build value, and bring life-changing innovations to clinicians and patients. Position Summary Putnam over the years has provided significant support to Medical Affairs teams and is looking to grow our team.A Partner at Putnam is responsible for team management and client business development within their practice area.  They must effectively identify potential client engagements, qualify leads, and drive the business development process.  They will write and submit project proposals, develop and deliver capability presentations, and respond to prospective client needs.  They are responsible for developing intellectual thought leadership for the company and for enhancing their practice area within the firm.

Manager, Business Development

Company: simPRO Software Group

Location: Greater Denver Area

Posted Oct 11, 2023

*Please note, no agencies will be accepted in the recruitment of this role. Your primary responsibility will be to drive high performance within the team, monitor their progress, and provide guidance, coaching, and support to maximize their potential. Additionally, you will be responsible for developing the skills of team members, closely tracking sales targets, and fostering a culture of continuous improvement.What You'll DoTeam Performance Management:Effectively monitor team performance and provide direction, coaching, support, and constructive feedback.Coach team members to enhance their sales, product, and industry skills.Sales Target Achievement:Closely track and monitor the achievement of sales targets.Escalate performance issues to the People & Culture Business Partner and Management as needed.Team Development:Recruit, onboard, train, and mentor team members.Motivate the team through performance reviews, coaching discussions, and creative incentive programs.Sales Reporting and Optimization:Report on sales metrics and recommend process improvements to enhance team efficiency and productivity.Develop and execute a sales plan with monthly and quarterly sales forecasts.Ownership and Accountability:Confidently forecast and take ownership of the team's results.Manage regular revenue forecasting and report on sales activities.Collaboration and Customer Focus:Participate in customer and prospect meetings, helping to define a strong business case.Collaborate with other teams to ensure a seamless customer experience, including smooth handoffs to AE and BDM teams.Continuous Improvement:Continually review work practices, systems, and processes to identify opportunities for improvement.Escalate areas of non-conformance to Management.Data-Driven Insights:Utilize data to identify opportunities for team and individual improvement.Monitor progress over time and drive data-informed decision-making.Training and Best Practices:Participate in weekly and monthly one-to-one and team forecast and pipeline reviews, meetings, and training sessions.Share best practices to foster ongoing improvement.Adaptability and Growth:Address evolving organizational needs by performing additional tasks as required. What You’ll BringProven experience in a similar leadership role within a sales or SDR team.Strong understanding of sales processes and strategies.Excellent communication and interpersonal skills.Data-driven mindset with the ability to analyze and leverage sales data.Exceptional coaching and mentoring abilities.Self-motivated, results-oriented, and adaptable.Bachelor's degree in a related field (preferred).Core values required of all Simpro employeesWhile experience in the above areas will be highly considered, it’s important to note they will be secondary to the person with the right determination, attitude and Simpro compatibility. Our culture and core values are very important to us:We Are One TeamWe Own ItWe InnovateWe CareWe Have FunWe UnderstandSimpro is an equal opportunity employer, with a best-of-class on boarding program and a very supportive team environment. Simpro was founded in 2002 in Brisbane, Australia with operations in Australia, New Zealand, the United Kingdom, and the United States. We would like to take this opportunity to thank all candidates for their application.LI-REMOTE  Visit simprogroup.com/au/company/careers to learn more about us and our values. Simpro empowers our trade service customers to connect the office to the field, deliver exceptional customer service and gain invaluable insights with automated processes, streamlined workflows and in-depth business reporting. First Things First - What We Can Offer YouResponsible Time Off (Unlimited PTO)Opportunities for growth and developmentSecond-to-none product training providedComprehensive Medical, Dental, & Vision Benefits401k/Retirement Plan with 6% employer matchFlexible work environmentDog-friendly office environmentFree parkingHappy hours and office gamesJob SummaryAs an Business Development Manager you will play a pivotal role in ensuring the success of our sales development team. Who are WeSimpro is a global leading Software-as-a-Service (SaaS) field service management solution for service, maintenance, and project contractors.

StreetAccount Client Solutions Specialist

Company: Factset

Location: Boston, MA

Posted Oct 13, 2023

All qualified applicants will be considered for employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. LI-DA1 At FactSet, we celebrate diversity of thought, experience, and perspective. For over 40 years, the company has served financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet gives our clients the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. As a publicly traded company (NYSE:FDS | NASDAQ:FDS) recently added to the S&P 500 index, FactSet delivers superior content, analytics, and flexible technology to help more than 170,000 users see and seize opportunity sooner. Other Experience: Highly organized, detail oriented, excellent communication and interpersonal skillsGenuine interest or experience in financial marketsStrong work ethic, highly self-motivated, and ability to work independentlyAbility to problem-solve and handle time-sensitive issues with a strong sense of urgencyWorking knowledge of Microsoft Office, particularly ExcelClient service experience preferred, not requiredAvailable to work 7:00 AM - 3:00 PM ETBachelor's degree conferred by October 2023 What's In It For You: The opportunity to join a growing firm with a proven track record of success for over 40 years, made up of thoughtful, creative minds that value collaboration and welcome your new ideas to the tableAs a member of our client-facing team, you'll experience the autonomy and trust needed to make your mark, contribute to the success of our clients, and have a direct impact on FactSet's businessCareer progression planning and a focus on professional development, complete with dedicated time each month for online learning seminars, and networkingA social community dedicated to volunteerism, intramural sports, and team-building eventsBusiness resource groups designed to cultivate an inclusive environment for all Learn more about our benefits here. The primary goals are client satisfaction and customized content, along with developing and maintaining strong relationships. Company Overview: FactSet Research Systems Inc. is a global provider of integrated financial information, analytical applications and industry-leading services for the investment and corporate communities. We are looking for articulate, diligent, and motivated professionals to join our team with career advancement opportunities in client service, sales, and product development. Additional Responsibilities: Act as a first responder to client inquiries and ensure timely resolutionProvide support for sales efforts, collaborating with Sales and Consulting teamsAdd and remove product access, documenting actions appropriatelyTrain new and existing users, promoting new content and features both to increase new business and retain existing businessSupport client workflows and requests via various communication channels (including phone, email, video call, and the occasional client visit)Manage existing StreetAccount web business and help to close new business opportunities, where applicableIdentify and prioritize efforts with at-risk users to maintain client retentionPerform ID maintenance & usage analysis, advising Sales on client usageSubmit and collaborate on client feedback for product improvementExpedite content corrections and ensure resolutionServe as an internal and external product expert for StreetAccountResearch client contract and subscription history for sales and integration effortsCollaborate with teams to research and resolve billing errorsSupport product retirement/migration of users across productsDrive product adoption and increase client awareness of StreetAccount offeringInteract frequently with clients and colleagues to develop and maintain relationshipsCollaborate cross-functionally to integrate StreetAccount content and features What We're Looking For: StreetAccount Client Solutions Specialists have a strong interest in Finance and/or FinTech, client centric mindset, and desire to collaborate across teams to create unique and innovative solutions.

Director, People & Culture

Company: Forward Financing

Location: Boston, MA

Posted Oct 13, 2023

Forward Financing, a fintech company based in Boston, is recognized as a Best Place to Work. They provide fast, flexible capital to underserved small businesses. The Director of People & Culture will develop a strategy for workforce evolution, focusing on retaining, developing, and empowering quality talent. The role requires 8+ years of HR leadership experience, strong communication skills, and the ability to manage complex stakeholder environments.

Facilities Manager/Planner

Company: Tendeg, LLC

Location: Greater Boulder Area

Posted Oct 12, 2023

Qualified applicants are considered for employment without regard to race, religion, color, sex, age, disability, sexual orientation, genetic information, national origin, or veteran status. This includes mechanical, electrical, plumbing, controls, fire-alarm, janitorial, landscaping, flooring, Ability to balance the trade-offs between operational risk and investment, constantly seeking the highest quality and design at the best value. Experience building and maintaining relationships with facility operation teams, utility companies, government agencies, architectural & design firms, and general contracting firms. Expertise in the planning, scheduling, budgeting, resourcing, and executing of all technical services required to maintain and improve buildings. Significant expertise and experience with the upkeep and function of buildings, building systems (electrical, mechanical, plumbing), machinery, landscape, and quality improvement projects. Ability to diagnose, manage and resolve maintenance issues quickly and efficiently, including experience prioritizing and assigning repairs. Excellent communication and interpersonal skills, including the ability to speak with all levels of employees, guests, vendors and team membersBenefits:As we are growing and investing in our company, we invest in our team. https://science.nasa.gov/earth-science/decadal-sdc. Monitoring the safety and cleanliness of interior and exterior areas, such as offices, conference rooms, parking lots and outdoor recreation spaces Ensuring proper security measures for the workplace, including collaborating with security system vendors or a team of security professionals Maintaining day-to-day operations of facilities, such as delegating or completing maintenance orders Preparing facilities for changing weather conditions Collaborating with building owners and upper management on budgeting for facilities needs Perform other duties as assigned.Key job requirements: Bachelor's Engineering degree in Mechanical, Electrical, Industrial, or Construction Management preferred. Here is how we show our appreciation: Generous Paid Time Off Medical/Dental and Vision Insurance Plans Flexible Spending Account (FSA) 401(k) Plan Company SWAG Company sponsored lunches/outings Dog friendly work environment Free company parking Break rooms fully stocked with snacks, drinks, and an espresso coffee machineUS Citizenship Is RequiredTendeg LLC is an Equal Opportunity Employer (EOE).

Senior QA Engineer

Company: ENGIE North America

Location: Boston, MA

Posted Oct 13, 2023

The job posting is for a Quality Assurance lead position for the Ellipse decarbonization platform in Boston, MA. The role involves leading a team, developing and approving QA policies, conducting various tests, and collaborating with stakeholders. The ideal candidate should have a degree in Computer Science, at least 4 years of experience in software engineering or QA, and proficiency in Agile development, Scrum methodology, and test automation tools. ENGIE is committed to diversity, equity, and inclusion, and offers a competitive benefits package.

AVIATION Technical Support Representative, Tier II - Swing shift

Company: Gogo Business Aviation

Location: Greater Denver Area

Posted Oct 11, 2023

We are committed to the concept of Equal Employment opportunity.Qualified candidates will be considered for employment regardless of race, color, religion, age, sex, national origin, marital status, medical condition, or disability. Right to Work Statement (English and Spanish). Gogo participates in E-Verify (English and Spanish). We offer an immediate vesting 401k plan, paid time off and volunteer time off. Ability to travel domestically and internationally, under 10% This is a safety-sensitive role subject to random drug testing Required Experience, Skills, and Talents Strong problem-solving and analytical skillsSuperb customer service skills Self-motivated; ability to work independently with minimal supervision for extended periodsExcellent written and verbal communication skills; organizational and time management skills Proficiency in developing and executing troubleshooting action plansSkilled in prioritizing multiple time-critical customer cases while maintaining a pleasant and professional demeanor Demonstrated experience in writing work instructionsAdvanced level skills using Microsoft Office computer applications; Word, Excel, PowerPoint, and Outlook Preferred Experience, Skills, and Talents Experience with Salesforce AA Airframe and Powerplant certification (A&P)Apply to this specific role by October 31, 2023, and we will offer you a one-time sign-on bonus of $5,000 to join this exciting and dynamic team! Employees have the option to participate in an Employee Stock Purchase Plan. The EEO is the law and is available here. FAA Safety Sensitive NoticeThis is a safety sensitive role that will require pre-employment drug test and random testing throughout your employment.Equal Pay Disclosure(s)Colorado Equal Pay Statement: Disclosure required by sb19-085 (8-5-20) of the minimum salary compensation for this role to be located in the state of Colorado.Base Pay:35.20 - 44.00 USD HourlyTarget Annual Short-Term Incentive:Bonus Plan at 5% (% of Annualized Base Pay)Eligible for Incentive Stock Program:YesBenefits:Gogo offers competitive benefits including medical, dental and vision coverage with plans that can fit each employee's needs. Come help us build the inflight wireless industry's most cutting-edge software technology from the ground up.How will you make a difference?Assist with complex technical questions for OEMs, dealers, and customers in support of all Gogo Business Aviation products and servicesSupport end-users of Gogo Business Aviation systems on issues relating to proper use/operation, the functionality of services, and network performance or coverage Collaborate with Field Service Engineers for escalation and support Troubleshoot technical issues to achieve resolution in a timely and efficient manner Initiate root cause investigations to provide insight into cross-functional groups Deliver against customer experience and quality targets Aid the Technical Publications team in the review or preparation of technical documentation such as user's manuals, installation manuals, and other technical support materials Promote the company's Quality Management System by following defined processes and procedures, provide input and assistance on Continual Improvement process updates, and, where appropriate, work on resolutions to Corrective Actions Adherence to case management standards to ensure proper data collection and traceability Participate in Objective and Key Result initiatives in support of Gogo's strategy and vision Stay informed of regulatory and industry changes Qualifications Associate degree or equivalent combination of technical training and work experience in avionics, or product support of electronic equipment and/or aircraft.5+ years of aircraft system installation and troubleshooting experience 5+ years of experience with product support in telecommunications, satcom, aviation, and/or internet service Availability Wednesday - Saturday 3:00pm - 2:00am; Shift bids are open bi-annually. Gogo Business Aviation is a place that values our employees' time both in and out of the office.

BDR

Company: Profitero

Location: Boston, MA

Posted Oct 13, 2023

Profitero recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected characteristics as required by applicable law. This role will provide the perfect opportunity to launch your career in a SaaS company and in sales.What you'll do: Qualify Inbound leads from marketing campaigns as sales opportunities Outbound prospecting: combining cold calling, email & social media campaigns in order to drive engagement Working with Account Executives to help drive key account engagement Hold discovery calls to qualify leads and prospects, to determine whether there is a sales opportunity To continue to develop new, innovative ways of engaging prospects Identify client needs and suggest appropriate products/services Build long-term trusting relationships with clients Proactively seek new business opportunities in the market Set up meetings or calls between (prospective) clients Stay up-to-date with new products/services and new pricing/payment plans Who you are: You have a BSc degree in Business, Marketing or similar areas, and strong academic track record & extracurricular activities a plus You have an aptitude for sales or 1+ years of sales experience You have a track record of achieving academically, in sports or extracurriculars You have excellent communication skills in person and over the phone with active listening skills You can prioritize work assignments and shift work efforts based on the needs of the department or business goals You can manage time effectively, work independently and be self-motivated You are resilient, articulate, ambitious, tenacious, and driven What you're good at: Sales Time management Communication Prioritization Bonus points for: Business applications knowledge; CRM would be a distinct advantage (SalesForce, Outreach, Lusha, Sales Navigator) Keen understanding of sales performance metrics Experienced in a technology sales environment Why you want to work at Profitero: Rich Health Dental & Vision plans Smart, genuine and cool people work here Competitive salary ***commensurate with experience 401K plan with match Flexible PTO Commuter benefits Employee Assistance Program (EAP) Free on-site amenities including office snacks, coffee barista, beer & wine Access to Personal Learning Development Library Publicis 'Work Your World' initiative: every employee will be able to work from any of the 100+ countries where Publicis operates, for six weeks a year Volunteer opportunities Profitero is committed to creating a diverse work environment and is proud to be an equal opportunity employer. Come be a part of our fast-paced, entrepreneurial culture and next stage of growth.About the role:As a Business Development Representative (BDR) at Profitero, you will be responsible for developing and qualifying potential new customers of our solution - as well as agency partners - through outbound email and calling campaigns.In this role, you will work very closely with the marketing team and sales representatives, who will equip you with the tools, analytics, and coaching you'll need to be successful. Our technology monitors 70 million products daily, across 700 retailers and 50 countries, helping brands optimize search placement, product content, pricing, stock availability, reviews and more. Profitero's tech and data combined with Publicis' tech, data and activation services positions us to be a true end-to-end partner for helping brands maximize eCommerce market share and profit growth. All qualified applicants will receive fair consideration for employment. This is a critical sales position that will have a direct impact on generating 3X sales pipeline and contributing to the revenue of Profitero. News outlets, including Good Morning America , The Wall Street Journal and Ad Age frequently cite and trust Profitero as a source of data for their stories. Now's an exciting time to join our fast-growth business.Profitero has recently joined Publicis Groupe (a $13 billion global marketing services and technology company) as a standalone commerce division, infusing our business with significant product development resources and investment. while giving our employees an incredible launchpad for their careers.

[BOS] Digital Media Buyer/Media Specialist

Company: Media Cause

Location: Boston, MA

Posted Oct 13, 2023

Media Cause is a mission-driven marketing and creative agency that has grown significantly since its founding, winning numerous awards for its client work and positive impact. The agency, with offices in Boston, Washington DC, Atlanta, and San Francisco, is seeking a digital media buyer with 1-2 years of experience. The ideal candidate should have strong relationships with digital media vendors, publishers, and key technology platforms, and experience running ad campaigns on various platforms. The role involves developing strategic media plans, managing ad operations, and cultivating relationships with vendors. Media Cause offers a family-first work environment, robust benefits, and opportunities for professional growth.

Sr. Software Engineer (Backend) - TrainingPeaks

Company: Peaksware

Location: Greater Boulder Area

Posted Oct 11, 2023

Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.To view the Peaksware Privacy Policy, click here. The employee is occasionally required to stand, walk, and reach with hands and arms. Degrees are not required and we value all forms of continued education including traditional four-year degrees, post-graduate degrees, associate degrees, bootcamps, online training, professional certifications, self-teaching, and more. Experience building complex web applications with JS, CSS, and HTML, including React or other similar libraries. Experience with AWS (Lambdas, cloud formations, pipelines) or similar cloud technologies. Experience with CI/CD processes and tools such as TeamCity, Jenkins, etc. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.All employees must comply with all safety policies, practices and procedures. Don’t worry. By submitting an application, you acknowledge and agree to the Peaksware Privacy Policy. Desired Qualifications Experience with automated unit testing, and writing highly testable code.

Strategic Account Manager

Company: Trace3

Location: Greater Denver Area

Posted Oct 13, 2023

Trace3 is not responsible for any fees related to unsolicited resumes/CVs.Actual salary will be based on a variety of factors, including location, experience, skill set, performance, licensure and certification, and business needs. This position will be responsible for selling technology solutions in core competencies of storage, security, virtualization, backup, networking, innovation, cloud and data intelligence services. The Strategic Account Manager will be involved in the entire sales cycle, including leading meetings to discuss key business and technology issues, assess clients' needs and identify the products/solutions that best meet those needs.What You’ll Do:Drive business line revenue within assigned territory and accounts; discover, prospect and qualify new opportunities as well as cross-sell and up-sell opportunities within existing customer base• Responsible for supervising and ensuring optimal client satisfaction throughout the entire lifecycle of the engagement by providing the Trace3 “Total Customer Experience”• Represent Trace3 to the customer in all sales-related matters and understand the customer’s business, product requirements, and industry challenges• Lead the proposed solution including transitioning the build and implementation to the delivery team, and remain engaged with the client while becoming a “thought leader” for the next opportunity• Build and maintain in-depth knowledge of Trace3’s products, services, partners, and markets• Direct complex sales cycles—including account mapping, development of high level relationships, account strategies, and business cases• Communicate Trace3’s value proposition to varying technical and non-technical clients, including executive ''C'' level management, VP, and Director levels, and end-users• Establish strong and lasting relationships with key stakeholders and decision makers in client organizationsQualifications & Interests:Bachelor’s degree from an accredited university preferred• Minimum of seven years of relevant sales experience within technology environment• Excellent understanding of business environments and challenges of IT operations in an enterprise level corporation• Strong understanding of how clients use technology to meet business objectives• Strong financial and business acumen with understanding of a multi-faceted business operation• Excellent oral, written communication and presentation skills with an ability to present technical issues, training sessions, and demos to C-Level Executives and non-technical audience• Highly organized, detail-oriented, excellent time management skills and able to effectively prioritize tasks in a fast-paced, high-volume, and evolving work environment• Ability to approach customer and sales requests with a proactive and consultative manner; listen and understand user requests and needs and effectively deliver• Comfortable managing multiple and changing priorities, and meeting deadlines in an entrepreneurial environment • Motivated self-starter who loves to solve challenging problems and feels comfortable working directly with customersThe Perks:Comprehensive medical, dental and vision plans for you and your dependents401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term DisabilityCompetitive CompensationTraining and development programsStocked kitchen with snacks and beveragesCollaborative and cool cultureWork-life balance and generous paid time off***To all recruitment agencies: Trace3 does not accept unsolicited agency resumes/CVs. We hug people in their trials, struggles, and failures – not just their success. Certain positions may also be eligible for variable incentive compensation, such as bonuses or commissions, that is not included in the base salary.Estimated Pay Range$75,000—$100,000 USD We “bring the weather” by exhibiting positive leadership and solution-focused thinking. We treat others with respect, admit mistakes, give credit where it’s due and demonstrate transparency. Please do not forward resumes/CVs to our careers email addresses, Trace3 employees or any other company location. We look forward to the goal, mentally mapping out every checkpoint on the pathway to success, and visualizing what the final destination looks and feels like.Teamwork - Humble, Hungry and SmartWe are humble individuals who understand how our job impacts the company's mission. Our major field office locations include Denver, Indianapolis, Grand Rapids, Lexington, Los Angeles, Louisville, Texas, San Francisco.  Ready to discover the possibilities that live in technology?Come Join Us!Street-Smart - Thriving in Dynamic TimesWe are flexible and resilient in a fast-changing environment.

Frequently Asked Questions

What are typical salary ranges by seniority for Retirement Plan roles?
Entry‑level plan administrators and compliance analysts earn $60k–$80k. Mid‑level consultants and portfolio managers range $90k–$120k. Senior analysts and senior managers command $130k–$170k, while directors and VP‑level executives earn $180k–$250k, depending on company size and geographic location.
Which skills and certifications are required in the Retirement Plan industry?
Key certifications include Certified Financial Planner (CFP), Certified Management Accountant (CMA), Retirement Plan Specialist (RPS), and Chartered Financial Analyst (CFA). Technical proficiency in plan software (Fidelity Plan Center, Vanguard Plan Services), data tools (Tableau, Power BI, SQL), and Excel modeling is mandatory. Knowledge of ERISA, IRS 401(k) rules, and fiduciary standards is essential.
Is remote work possible for Retirement Plan professionals?
Remote work is common for roles that focus on data analysis, compliance monitoring, and client advisory, such as Portfolio Managers and Compliance Analysts. Plan Administrators and Payroll Specialists often require on‑site access to sponsor records, but many firms offer hybrid arrangements with periodic in‑office meetings.
What career progression paths exist in the Retirement Plan field?
A typical trajectory moves from Analyst to Manager, then to Director of Retirement Services, and ultimately to VP or Chief Retirement Officer. Advanced roles include Plan Sponsor Advisor, consulting engagements for multiple firms, or leadership in fintech companies developing plan‑management platforms.
What industry trends are shaping Retirement Plan careers?
The sector is moving toward zero‑based budgeting, ESG‑aligned investment options, and AI‑driven analytics for plan health. Increased regulatory scrutiny, especially around fiduciary duty and data security, creates demand for compliance experts. The rise of defined‑contribution plans and employee ownership models expands opportunities for advisors skilled in investment strategy and participant education.

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