Retirement Plan Jobs in Provo, UT

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

Titles Specialist

Company: Foursight Capital LLC

Location: Salt Lake City, UT

Posted Apr 19, 2024

<div> <p>Oh Hi We are Foursight Our culture is built around people who act with integrity and passion while remaining humble and accountable to themselves and the team If this sounds like you we should meet<p> <p><em>Looking to further your skills <em><strong>We are a GROWING COMPANY <strong>and have won awards for Top Places to Work for seven years in a row Mountain West Capital Network Utahs Fastest Growing Companies for six years in a row and we have been listed in Inc 5000 Fastest Growing Companies <em>Dont just take our word for it c<em>heck out our employee reviews on Google Indeed and Glassdoor<p> <div> <div> <div> <div datatestid=jobdescriptionreviewid> <p>As a <strong>Title Specialist <strong>you will play an important role on a team whose goal is to ensure the accuracy and safe keeping of all our vehicle titles You will be responsible for verifying title information is correct maintaining knowledge of current laws regarding vehicle titles and interacting with customers dealership and regulatory agencies to resolve title issues Your attention to detail and ability to isolate potential issues or missing information will be crucial If you have OCD bring it<p> <p><strong>Pay<strong> From $1800hr<p> <p><strong>Schedule <strong>Monday through Friday from 800AM500PM<p> <p><strong>Job Duties<strong><p> <ul><li>Communicate with dealerships state motor vehicle divisions and customers to ensure Foursight and its affiliates are correctly listed on titles<li> <li>Create and send out letters to dealerships requesting follow up on nonperfected titles<li> <li>Create and send out paid letters to customers on paid accounts<li> <li>Acquire proper documentation for the release of titles upon payoff of the account<li> <li>Review accounts prior to title release to confirm payoff payment has been received and no outstanding balances remain<li> <li>Accurately file and pull newly funded loan documents and titles<li> <li>Record accurate notes in company knowledge base<li> <li>Participate in rotational schedule to retrieve mail from the post office which requires ability to lift 1015 pounds<li> <li>Able to sit andor stand for long periods of time while performing job duties<li> <ul><p><strong>Required experienceeducation<strong><p> <ul><li>Customer Service 1 year<li> <li>High school or equivalent<li> <li>Interpersonal skills promoting a team environment<li> <li>Six 6 months office experience or equivalent education and training<li> <li>Working knowledge of Microsoft Office Suite including Excel and Word<li> <li>Exceptional customer service skills<li> <li>Outstanding phone and negotiation skills<li> <ul><p><strong>Preferred experienceeducation<strong><p> <ul><li>One year of office experience or equivalent education and training<li> <ul><div> <div> <div> <div> <p><strong>Get in on all the awesome at Foursight<strong><p> <p>We believe that when and where an employer can help alleviate the stressors both within and outside of work our culture thrives Because of this philosophy we offer standard benefits like life insurance medical dental vision and supplemental insurance plans Additionally we offer a ridiculous amount of perks and benefits<p> <p><strong>Foursight Capital Perks and Benefits<strong><p> <p><strong><u>Keeping You Healthy<u><strong><p> <ul><li>Health Insurance<li> <li>MotivHealth Rx Discounts<li> <li>Free Telehealth with medical plan enrollment<li> <li>DentalVision Insurance<li> <li>Lasik Discount<li> <li>Nationwide Pet Insurance<li> <li>BluNovus Mental Health Substance Abuse Wellness Program<li> <li>Inoffice Massages<li> <li>Onsite Gym<li> <li>Onsite Meditation Room<li> <ul><p><br ><p><p><strong><u>Planning for your Future<u><strong><p> <ul><li>401k with Match up to 4 with immediate access to financial advisors<li> <li>Life and Disability Insurance<li> <li>Financial Wellness Program<li> <li>HSA Company Contribution up to $3k<li> <li>Tuition Reimbursement <li> <ul><p><br ><p><p><strong><u>WorkLife Balance<u><strong><p> <ul><li>Minimum of 19 days PTO<li> <li>6 Paid Holidays<li> <li>Paid Community Service with partnerships for food and blood drives<li> <li>Paid MaternityPaternity Leave<li> <ul><p><br ><p><p><strong><u>Were Foodies<u><strong><p> <ul><li>Unlimited Coffee and Soda<li> <li>End of Month Pizza<li> <li>Monday Breakfast<li> <li>Monthly Catered Lunch<li> <li>Onsite Vending Market<li> <li>Lots of treats for holidays<li> <ul><p><br ><p><p><strong><u>Our Specialties<u><strong><p> <ul><li>Casual Dress<li> <li>SidebySide Training<li> <li>Paid Company Swag<li> <li>Attainable BonusCommission Structure<li> <li>Work with the best people<li> <li>Summer Family amp Winter Party<li> <li>Spirit Week<li> <li>SelfCare September<li> <ul><p><br ><p><p><strong><u>The Environment<u><strong><p> <ul><li>Electric Car Chargers<li> <li>Arcade Machine<li> <li>Pool Table<li> <li>Foosball<li> <li>Massage Chairs<li> <li>Panoramic Views<li> <li>Mothers Room<li> <li>Gender Neutral Bathrooms<li> <li>Freedom to decorate officecubicle<li> <ul><div>

Sr Manager, Omnichannel Marketing Communications

Company: bioMérieux

Location: Salt Lake City, UT

Posted Apr 21, 2024

The job posting is for a Senior Manager, Omnichannel Marketing Communications, who will lead a digital team and shape communication efforts and customer experience. The role involves crafting a unified omnichannel strategy, digital leadership, customer journey mapping, content and channel leadership, data-driven optimization, martech management, team leadership, brand ambassadorship, budget management, and compliance with company policies. The ideal candidate should have a Bachelor's degree in marketing or related field, 7+ years of digital/omnichannel marketing experience, and 4+ years of direct team leadership experience. Key skills include experience in fast-paced environments, coaching and mentoring, successful digital campaign execution, customer journey mapping, data-driven approach, understanding of marketing automation tools, and knowledge of web design tools.

Regional Sales Manager

Company: Sika

Location: Salt Lake City, UT

Posted Apr 21, 2024

<p><b>Company Description<b> <p><p>With over 100 years of experience Sika is a worldwide innovation and sustainability leader in the development and production of systems and products for commercial and residential construction as well as the marine automotive and renewable energy manufacturing industries Sika has offices in over 100 countries with over 300 manufacturing facilities and more than 33500 employees worldwide With annual sales of 115+ billion dollars in 2022 our commitment to quality innovation and the environment as well as putting our customers needs first encompasses why Sika is the global leader in our industries <p> <p><b>Job Description<b> <p><p>The Regional Sales Manager is responsible to direct and manage Sika Sarnafils business in the Mountain Region manage and develop the Regional sales employees and ensures the achievement of predetermined sales and profit objectives This includes managing the activities of all direct sales as well as all independent agents currently representing Sika Sarnafil in those territories The incumbent needs to have excellent communication sales organizational and writing skills management experience extensive knowledge about the roofing industry and needs to be able to travel This position reports to the Area Sales Manager<p> <ul><li>Position Sika Sarnafil as a company that provides quality products and service<li> <li>Maintain an owner and architectural focus with regional sales activities<li> <li>Attain sales pricing and discount objectives <li> <li>Manage the region expense budget<li> <li>Develop sales plan and strategies for architectural owner and contractor markets<li> <li>Direct sales and service of Sika Sarnafil roofing products<li> <ul><p><b>Qualifications<b> <p><ul><li>Professional Aptitude with good problem solving analytical and interpersonal skills<li> <li>Excellent interpersonal as well as verbal and written communication skills<li> <li>Knowledge of Windows Applications Microsoft Word Excel ideally sales related software ie SAP<li> <li>Ability to work independently with minimal supervision<li> <li>Excellent follow up skills<li> <ul><p><b>Additional Information<b> <p><p><em>Competitive Benefits<em> Health Insurance 401k with company match yearend profitsharing bonus paid time off and paid holidays<br ><em>Meaningful Work<em> Sika products enhance our surroundings and the work every employee completes helps positively impact daily lives by making our world stronger more durable and more reliable every day <br ><em>Company Culture<em> Sika centers work culture around entrepreneurship where individuals have the power to make decisions learn from mistakes and define their career <br ><em>Community Involvement<em> Sika takes active roles in our community and aims to support volunteer work and charitable endeavors across the United States through rebuilding and giving back <br ><em>Sustainability Initiatives<em> Sika is committed to sustainable development reducing environmental impacts and assuming social responsibility The company supports energy efficient projects and implements numerous measures aimed to boost economic social and ecological sustainability <br ><p> <p><p> <p>Sika Corporation is committed to a work environment that supports inspires and respects all individuals that apply As an equal opportunity employer Sika will consider all qualified applicants without discrimination on the basis of race color religion sex pregnancy sexual orientation gender identity age disability national or ethnic origin or other protected characteristics<p>

Business Development Representative - Lehi, UT

Company: Dandy

Location: Provo, UT

Posted Apr 23, 2024

Dandy, a venture-backed company, is revolutionizing the dental industry by digitizing and simplifying dental practice operations. They are expanding their Salt Lake City team with Business Development Representatives (BDRs) to generate leads and drive revenue. The role involves cold calling, email outreach, and utilizing Salesforce to track sales activities. Dandy values continuous learning, adaptability, and a positive attitude. They offer competitive benefits and are committed to diversity and inclusion.

Integration Data Specialist

Company: Willis Towers Watson

Location: Salt Lake City, UT

Posted Apr 23, 2024

Willis Towers Watson is hiring a full-time Power BI Analyst to develop user-friendly dashboards, collaborate with departments, and enhance existing Power BI inventory. The ideal candidate should have 2+ years of experience with Power BI, DAX, SQL, and Azure Data Lake. Strong communication skills and the ability to meet deadlines are required. The position offers a base salary of $50,000-55,000 USD per year and a competitive benefits package.

Qualtrics Administrator

Company: CHG Healthcare

Location: Salt Lake City, UT

Posted Apr 20, 2024

<p><b>Healthcares helping hand<b> <p> <p>CHG shook things up in 1979 by inventing the locum tenens staffing model We connect doctors with patients who need their care As the largest physician staffing firm in America our providers treat millions of patients each year <p> <p>Our industry is growing and demand is high This means youll have plenty of opportunities to grow and develop in your career Keeping healthcare healthy can be as fun as it is rewarding <p> <p>CHG Healthcare is looking for a Platform Owner to support our Experience Management teams The Customer and Employee Experience teams use the Qualtrics XM Platform to measure our customer and employee sentiment through NPS transactional service and engagement surveys These programs run through the Qualtrics XM Platform give us insight into our customer and employee behavior and where our company can improve our service and offerings The CX team is centralized in Marketing but provides insight and recommendations to our partners in sales product marketing operations and account management The EX team sits in our culture team and supports the entire company with leadership and engagement coaching As a Platform Owner you will be the goto technical expert for the Qualtrics surveys automation logic reporting integrations customization and maintenance You will work with our internal customers on their survey needs and collaborate with our marketing analysis engineering and data teams to maintain improve and develop relevant survey programs reports and dashboards You will have a hyper customer focus and value driven results This role will work collaboratively across the organization while reporting into our IT Services department <p> <p><b>Responsibilities<b> <p> <ul><li>Become an expert on the Qualtrics CXEX Platform and related solutions<li> <li>Accountable to demonstrate extreme ownership for the daytoday management and administration of the Qualtrics XM platform and related solutions including but not limited to monitoring security vulnerability remediation performance data protection and disaster recovery<li> <li>Identify and recommend solutions for improvements to Qualtrics CXEX Platform<li> <li>Work collaboratively to build relationships and recommend best practices and new technologies<li> <li>Work on complex technical programs both independently andor collaboratively with an understanding of system architecture both up and downstream to minimize disruption when implementingintegrating new solutions<li> <li>Create establish and enforce security best practices<li> <li>Understand permission structure with ADOkta Azure AD and Qualtrics access<li> <li>Act as subject matter expert for user questions about the digital product features and capabilities<li> <li>Drive user adoption and best practices by creating communications training documentation and launch plans<li> <ul><p><b>Qualifications<b> <p> <ul><li>35 years experience in support andor administration of CXEX Marketing IT Data Analytics or related function and applications<li> <li>Experience in the Qualtrics CXEX Platform<li> <li>Qualtrics certification<li> <li>Experience writing in JSON SQL and AMPscript languages<li> <li>Tech savvy with a passion for learning new technology systems and tools<li> <li>Ability to communicate effectively and establish credibility with technical and nontechnical stakeholders including executives<li> <li>Holds oneself to high standards and is never satisfied with the status quo<li> <li>Able to dive deep and is never out of touch with the details of the business<li> <li>Is a naturally curious selfstarter who makes a habit of asking relevant questions<li> <li>Experience defining programs writing detailed functional specifications and delivering projects that meet rapidly evolving business needs<li> <li>Experience working with CXEX programs HR operations HRIS or Talent Acquisition activities<li> <li>Bachelors degree or equivalent years of experience in IT HR Business Administration or related field<li> <li>Experience in training learning development and facilitation<li> <ul><p>We believe in fair compensation for all of our people which is why our pay structure takes into account the cost of labor across US geographic markets For this position we offer a pay range of 72600 $197100 annually with pay varying depending on work location and jobrelated factors such as knowledge position level and experience During the hiring process your recruiter can provide more information about the specific salary range for the job location <p> <p>CHG Healthcare offers starting salaries for sales positions in the form of total target compensation TTC = base + commission + bonus which includes base pay commission and bonuses Sales positions receive shortterm incentives through commission plans and bonuses On the other hand nonsales positions have starting salaries that consist of a base salary and shortterm incentives through various bonus plans which are paid out monthly quarterly or annually <p> <p>In return we offer <p> <p> 401k retirement plan with company match <p> <p> Traditional healthcare benefits such as medical and dental coverage and some unique benefits like onsite health centers corporate wellness programs and free behavioral health appointments Flexible work schedules including workfromhome options available Recognition programs with rewards including trips cash and paid time off Familyfriendly benefits including paid parental leave fertility coverage adoption assistance and marriage counseling Tailored training resources including free LinkedIn learning courses Volunteer time off and employeedriven matching grants Tuition reimbursement programs <p> <p>Click here to learn more about our company and culture <p> <p>CHG Healthcare values a diverse and inclusive workforce Interested in this role but not a perfect fit Apply anyway <p> <p>We welcome applicants of any race color religion sex sexual orientation gender identity national origin veteran status and individuals with disabilities as an Affirmative ActionEqual Opportunity Employer We are an atwill employer <p> <p>What makes CHG Different<p>

Manager of Customer Success (CSM Manager)

Company: Canopy

Location: Salt Lake City, UT

Posted Apr 20, 2024

<p><strong>Manager of Customer Success<strong><p> <p><strong>Canopy South Jordan UT<strong><p> <p><strong>About Us<strong><p> <p>Canopy is a fastgrowing SaaS company in South Jordan Utah building simple efficient software for accounting firms We are looking to revolutionize the accounting space with modern userfriendly software for a neglected industry <p> <p>Our goal is to help our clients unlock the firm theyve always wanted with our Practice Management Suite We place strong emphasis on delighting our customers spotting and solving problems and being good people along the way <p> <p>Click here to see why our clients love Canopy<p> <p>Interested in learning more about Canopy amp the industry Check out our blog here where you can find great information on our product features industry news practice management and more<p> <p><strong>The Opportunity<strong><p> <p>We are seeking an experienced and dynamic Manager to lead our Customer Success Team This individual will be responsible for overseeing a team of SMB and MidMarket CSMs ensuring that they deliver outstanding support and guidance to our clients The Manager of Customer Success will play a pivotal role in driving customer satisfaction retention and expansion while fostering a culture of excellence and continuous improvement within the team<p> <p>This is a hybrid position MW F in office in South Jordan UT Applicants must be located in the US<br ><p> <p><strong>What Youll Do<strong><p> <ul><li><strong>Team Leadership<strong> Provide effective leadership and mentorship to a team of CSMs fostering a positive and collaborative work environment<li> <li><strong>Customer Engagement <strong>Develop strategies to proactively engage with SMB and MidMarket clients understanding their needs challenges and objectives to deliver tailored solutions and maximize value<li> <li><strong>Retention and Expansion <strong>Drive customer retention and expansion initiatives by identifying opportunities for upselling crossselling and promoting additional Canopy services that align with client requirements<li> <li><strong>Performance Management<strong> Set clear performance expectations establish KPIs and monitor team performance to ensure targets and objectives are consistently met or exceeded<li> <li><strong>Training and Development<strong> Develop and implement training programs to enhance the skills and knowledge of team members enabling them to deliver exceptional service and support to clients<li> <li><strong>Process Improvement<strong> Continuously evaluate and refine customer success processes and workflows to optimize efficiency scalability and effectiveness<li> <li><strong>Collaboration <strong>Collaborate closely with crossfunctional teams including Sales Product Development and Marketing to align customer success initiatives with company objectives and drive overall business growth<li> <li><strong>Customer Advocacy<strong> Act as a strong advocate for customers within the organization representing their interests and feedback to relevant stakeholders to drive product enhancements and improvements<li> <ul><p><strong>What Were Looking For<strong><p> <ul><li>Bachelors degree <li> <li>5+ years of proven experience in a Customer Success Management role preferably in the SaaS industry<li> <li>2+ years of experience in managing and leading highperforming customer success teams<li> <li>Strong understanding of SMB and MidMarket customer needs with experience in account management upselling and crossselling<li> <li>Excellent communication interpersonal and presentation skills<li> <li>Strategic thinker with the ability to develop and execute customer success strategies aligned with business objectives<li> <li>Analytical mindset with proficiency in data analysis and reporting tools<li> <li>Ability to thrive in a fastpaced dynamic environment and adapt to changing priorities<li> <ul><p><strong>Why You Want to Work Here<strong><p> <p>🌴 Flexible Paid Time Off <em> that youre actually encouraged to use plus 10 company holidays <em><p> <p>❤️‍🩹 Health Benefits <em> including Medical Dental and Vision and an HSA Match Canopy covers Medical premiums at 100 for Employees only<em><p> <p>💰 401k <em>we match 100 up to 3 of your contribution Eligibility is immediate with 100 vesting<em><p> <p>🧠 Mental Health <em>all employees have access to Impact Suite amp to our Employee Assistance Program EAP<em><p> <p>👶 Paid New Parent Leave amp Birthing Parent Leave <em>so youre able to care for your little ones<em><p> <p>➕ Supplemental Benefits <em>including 100 company paid Basic Life amp ADampD insurance and long amp shortterm disability coverage<em><p> <p>🌟 Nectar <em>our peertopeer recognition program to help our employees recognize the amazing work being done by other Canopians<em><p> <p>🥳 Company Events<em> including monthly companywide meetings summer parties and more<em><p> <p>💡 DEIB Committee<em> to plan initiatives around continuing education community outreach recruiting onboarding and more<em><p> <p>☕ Fullystocked kitchen <em>Keto Vegan Flexitarian Mandalorian Weve got you covered <em><p> <p><strong>Our Values<strong><p> <p>We approach our work every day with a few things in mind<p> <p>🔑 Own <em>we own this place We focus on outcomes holding ourselves amp each other accountable<em><p> <p>🏆 Win <em>we win by delighting our customers with the very best products and services<em><p> <p>👍 Do Good <em>we work hard to be good people<em><p> <p>💡 Embrace Curiosity amp Candor <em>we approach everything with curiosity amp we understand that candor is kindness and give the gift of feedback<em><p> <p>To learn more about us amp our values click here<p> <p><strong>Interviewing Canopy<strong><p> <p>We know application processes can be a little stressful Heres are the stages of a typical interview process<p> <ul><li>Once your application is received we will review it and get back to you if we feel like its a mutual fit <li> <li>20 minute phone call with the People Team<li> <li>4560 minute video or inperson interview with the Hiring Manager<li> <li>13 rounds of interviews depending on the role<li> <li>Final Interview<li> <ul><p>Interview processes can vary depending on the role The People Team will give you a role specific overview of the process during your first phone call <p> <p><strong><em>Remember<em><strong><em><em> This is your interview too We know candidates are evaluating us just as much as we are them We encourage you to bring questions to each of your interviewsour hiring teams will always make sure to save time for questions at the end <p> <p><em>Canopy is an equal opportunity employer Canopy provides equal employment opportunities EEO to all employees and applicants for employment without regard to race color religion gender national origin sexual orientation gender identity or expression age disability genetic information marital status or veteran status<em><p>

Plant Manager

Company: Fluidra North America

Location: Salt Lake City, UT

Posted Apr 23, 2024

Fluidra is seeking a Plant Manager for its CoverPools facility in West Valley City, UT. The role involves managing operations for two plants, one on the West Coast (Salt Lake City, UT) and a new East Coast (Youngstown, OH) facility. The Plant Manager will oversee manufacturing, logistics, maintenance, supply chain, purchasing, sourcing, quality, safety, inventory, technical data, IT systems, customer service, human resources, new products introduction, and operating cost management. The company is experiencing strong growth due to high consumer demand for pools and favorable safety and energy conservation trends. The Plant Manager will be responsible for developing operating plans, leading a high-performing leadership team, and ensuring business efficiency and cost-effective management of resources. The role requires 5+ years of experience in plant operations, expertise in assembly manufacturing, and strong team building, decision-making, and people management skills.

Sr. Revenue Accountant

Company: Instructure

Location: Salt Lake City, UT

Posted Apr 23, 2024

Instructure is seeking a Senior Revenue Accountant with a strong background in revenue accounting within the software industry. The role involves performing revenue recognition in accordance with ASC 606 guidelines, analyzing contracts, collaborating with cross-functional teams, and maintaining documentation. The ideal candidate should have a Bachelor's degree in Accounting or related field, CPA certification, and at least 3-5 years of experience in revenue accounting. Proficiency in accounting software and ERP systems is required. Instructure offers competitive benefits including health insurance, retirement plans, tuition reimbursement, and flexible work schedules.

Compensation Analyst

Company: 1-800 CONTACTS

Location: Salt Lake City, UT

Posted Apr 20, 2024

SeekWell, the parent company of 1-800 Contacts, Luna, and Hello Eyes, is seeking a Compensation Analyst. The role involves conducting market analysis, internal equity analysis, and job classification. The ideal candidate should have 2+ years of HR experience, strong analytical skills, and proficiency in Excel. The company offers competitive benefits including free eye exams, deep discounts on vision care, and a tuition reimbursement program.

Integration Data Specialist

Company: Willis Towers Watson

Location: Salt Lake City, UT

Posted Apr 23, 2024

Willis Towers Watson is hiring a full-time Power BI Analyst to focus on deploying Power BI reports and assist with ETL integrations. The ideal candidate will have strong technical skills in Power BI, data modeling, and excellent communication skills. The role involves developing user-friendly PowerBI dashboards, collaborating with stakeholders, and continuously enhancing existing Power BI inventory. The position offers a base salary range of $50,000-55,000 USD per year and a competitive benefits package.

Accountant

Company: Canopy

Location: Salt Lake City, UT

Posted Apr 23, 2024

<p><strong>Accountant <strong><p> <p><strong>Canopy South Jordan UT<strong><p> <p><strong><br ><strong><p> <p><strong>About Us<strong><p> <p>Canopy is a fastgrowing SaaS company in South Jordan Utah building simple efficient software for accounting firms We are looking to revolutionize the accounting space with modern userfriendly software for a neglected industry <p> <p>Our goal is to help our clients unlock the firm theyve always wanted with our Practice Management Suite We place strong emphasis on delighting our customers spotting and solving problems and being good people along the way <p> <p>Click here to see why our clients love Canopy<p> <p>Interested in learning more about Canopy amp the industry Check out our blog here where you can find great information on our product features industry news practice management and more<p> <p><strong>The Opportunity<strong><p> <p>We are seeking a highly motivated and detailoriented Accountant to join our Finance team at Canopy Reporting directly to the Controller the Accountant will play a key role in supporting various accounting functions to ensure the accuracy and integrity of financial data The ideal candidate will have a strong understanding of accounting principles excellent analytical skills and the ability to thrive in a fastpaced dynamic environment<p> <p>This is a hybrid position in South Jordan Utah M W F inoffice<p> <p><strong>What Youll Do<strong><p> <ul><li>Lead the monthend and yearend close procedures including journal entries account reconciliations and variance analysis<li> <li>Book accruals for expenses revenue payroll liabilities and receivables researching discrepancies<li> <li>Reconcile balance sheet accounts and bank accounts<li> <li>Assist with the preparation of annual budgets and periodic forecasts<li> <li>Manage fixed asset and prepaid schedules<li> <li>Conduct regular reviews of financial data to identify discrepancies and recommend corrective actions<li> <li>Collaborate with crossfunctional teams to ensure compliance with accounting policies and procedures<li> <li>Assist with the audit process and provide support to external auditors during annual audits<li> <li>Maintain documentation of accounting processes and procedures to ensure compliance with regulatory requirements<li> <li>Participate in ad hoc projects and initiatives as needed<li> <ul><p><strong>What We Are Looking For<strong><p> <ul><li>3+ years of relevant accounting experience<li> <li>Bachelors degree in Accounting<li> <li>Knowledge of US GAAP and regulatory compliance requirements<li> <li>Strong analytical and problemsolving skills<li> <li>Excellent communication and interpersonal skills<li> <li>Strong Excel Skills<br ><li> <ul><p><strong>Bonus Points If You Have <strong><p> <ul><li>Experience in the SaaS industry<li> <li>Experience using Quickbooks Zuora Billcom Salesforce<li> <li>Experience with Accounts Receivable Accounts Payable or General ledger<li> <ul><p>We know many women do not apply for a job if they dont perfectly fit the description We want you to apply anyway<p> <p><strong>Why You Want to Work Here<strong><p> <p>🌴 Flexible Paid Time Off <em> that youre actually encouraged to use plus 10 company holidays <em><p> <p>❤️‍🩹 Health Benefits <em> including Medical Dental and Vision and an HSA Match Canopy covers Medical premiums at 100 for Employees only<em><p> <p>💰 401k <em>we match 100 up to 3 of your contribution Eligibility is immediate with 100 vesting<em><p> <p>🧠 Mental Health <em>all employees have access to Impact Suite amp to our Employee Assistance Program EAP<em><p> <p>👶 Paid New Parent Leave amp Birthing Parent Leave <em>so youre able to care for your little ones<em><p> <p>➕ Supplemental Benefits <em>including 100 company paid Basic Life amp ADampD insurance and long amp shortterm disability coverage<em><p> <p>🌟 Motivosity <em>our peertopeer recognition program to help our employees recognize the amazing work being done by other Canopians<em><p> <p>🥳 Company Events<em> including monthly companywide meetings summer parties and more<em><p> <p>💡 DEIB Committee<em> to plan initiatives around continuing education community outreach recruiting onboarding and more<em><p> <p>☕ Fullystocked kitchen <em>Keto Vegan Flexitarian Mandalorian Weve got you covered <em><p> <p><em><br ><em><p> <p><strong>Our Values<strong><p> <p>We approach our work every day with a few things in mind<p> <p>🔑 Own <em>we own this place We focus on outcomes holding ourselves amp each other accountable<em><p> <p>🏆 Win <em>we win by delighting our customers with the very best products and services<em><p> <p>👍 Do Good <em>we work hard to be good people<em><p> <p>💡 Embrace Curiosity amp Candor <em>we approach everything with curiosity amp we understand that candor is kindness and give the gift of feedback<em><p> <p><em><br ><em><p> <p>To learn more about us amp our values click here<p> <p><strong>Interviewing Canopy<strong><p> <p>We know application processes can be a little stressful Heres are the stages of a typical interview process<p> <ul><li>Once your application is received we will review it and get back to you if we feel like its a mutual fit <li> <li>20 minute phone call with the People Team<li> <li>4560 minute video or inperson interview with the Hiring Manager<li> <li>13 rounds of interviews depending on the role<li> <li>Final Interview<li> <ul><p>Interview processes can vary depending on the role The People Team will give you a role specific overview of the process during your first phone call <p> <p><strong><em>Remember<em><strong><em><em> This is your interview too We know candidates are evaluating us just as much as we are them We encourage you to bring questions to each of your interviewsour hiring teams will always make sure to save time for questions at the end <p> <p><em>Canopy is an equal opportunity employer Canopy provides equal employment opportunities EEO to all employees and applicants for employment without regard to race color religion gender national origin sexual orientation gender identity or expression age disability genetic information marital status or veteran status<em><p>

Frequently Asked Questions

What are typical salary ranges by seniority for Retirement Plan roles?
Entry‑level Analyst: $55,000–$70,000; Mid‑level Manager: $80,000–$100,000; Senior Director: $120,000–$150,000; C-suite Executive: $180,000+ depending on firm size.
Which skills and certifications are essential in Retirement Plan careers?
Core skills: ERISA knowledge, fiduciary duty, data analysis, Excel, SQL, and plan software (e.g., Fidelity, Vanguard). Certifications: PTC (Plan and Trust Compliance), CFP (Certified Financial Planner), and Actuarial credentials (Associate or Fellow).
Is remote work available for Retirement Plan positions?
Yes—many firms offer hybrid or fully remote roles, especially for analysts and compliance staff, as plan data can be accessed securely via VPN and cloud platforms.
What career progression paths exist within Retirement Plan?
Typical trajectory: Analyst → Senior Analyst → Manager → Senior Manager → Director of Retirement Solutions → VP of Benefits. Each step adds fiduciary responsibility, client portfolio management, and strategic planning.
What industry trends are shaping Retirement Plan careers?
Key trends include fintech integration for automated plan management, ESG‑aligned investment options, increased regulatory scrutiny (e.g., SEC 2025 updates), and higher demand for data‑driven plan optimization.

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