Retirement Plan Jobs in Tucson, AZ

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

Solution Architect - IVR (Remote)

Company: Cognizant

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Sep 18, 2023

Conduct training. Conduct RCA. Conduct KT sessions. Maintain knowledge management database. Collate change records. Track issue/problem resolution. Conduct change impact assessment. Conduct performance appraisal for team members. Track adherence to SLAs. Monitor system builds.

Sr. Manager National Accounts Sales

Company: Republic Services

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Sep 17, 2023

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, relationship or association with a protected veteran (spouses or other family members), genetic information, or any other characteristic protected by applicable law. • Short- and long-term disability.• Life insurance and accidental death & dismemberment insurance.• Employee and Family Assistance Program (EAP).• Employee discount programs.• Retirement plan with a generous company match.• Employee Stock Purchase Plan (ESPP). EEO STATEMENT:Republic Services is an equal opportunity employer. Takes appropriate risks. MINIMUM QUALIFICATIONS: Minimum of 7 years of sales management/leadership experience Rewarding Compensation and Benefits Eligible employees can elect to participate in:• Comprehensive medical benefits coverage, dental plans and vision coverage.• Health care and dependent care spending accounts. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company. QUALIFICATIONS: Progressive experience in a sales management role that includes experience managing other sales personnel, and experience developing comprehensive sales strategies, business and sales plans.Consistently proven sales record meeting or exceeding sales goals.Exceptional time management skills to ensure assigned responsibilities are completed in an efficient manner.Strong communication/presentation skills; ability to effectively communicate to all levels of management, both internally and externally.Grasps concepts quickly and has good follow through skills; strong work ethic and strong drive to win. Our people provide an essential service, serving and impacting customers, neighborhoods, and communities everywhere. The statements used herein are intended to describe the general nature and level of the work being performed by an employee in this position, and are not intended to be construed as an exhaustive list of responsibilities, duties and skills required by an incumbent so classified. POSITION SUMMARY: The Sr Manager National Accounts Sales is responsible for planning, organizing, directing and coordinating the activities of the sales function for National Accounts to effectively plan and execute sales strategies that will maximize sales volume, and drive targeted profitable growth.

MBA Internship - Summer 2024

Company: Republic Services

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Sep 18, 2023

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, relationship or association with a protected veteran (spouses or other family members), genetic information, or any other characteristic protected by applicable law. • Short- and long-term disability.• Life insurance and accidental death & dismemberment insurance.• Employee and Family Assistance Program (EAP).• Employee discount programs.• Retirement plan with a generous company match.• Employee Stock Purchase Plan (ESPP). EEO STATEMENT:Republic Services is an equal opportunity employer. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company. Our people provide an essential service, serving and impacting customers, neighborhoods, and communities everywhere. MINIMUM REQUIREMENTS: Currently in the first year of a MBA programAbility to complete a 10 week program beginning in June Rewarding Compensation and Benefits Eligible employees can elect to participate in:• Comprehensive medical benefits coverage, dental plans and vision coverage.• Health care and dependent care spending accounts. PRINCIPLE RESPONSIBILITIES: Performs assigned duties in various functional areas to learn about the solid waste and environmental services industry and business operations.Contributes to departmental goals and identifies improvement growth opportunities while participating in activities in functional areas such as Operations, Finance, Accounting, Maintenance, Sales or Administration.Executes and completes specific tasks and project deliverables identified by functional managers within the timeframe of the internship program. The statements used herein are intended to describe the general nature and level of the work being performed by an employee in this position, and are not intended to be construed as an exhaustive list of responsibilities, duties and skills required by an incumbent so classified. Interns are placed in locations throughout the country, a program manager guides the cohort through the program, and each intern is assigned a dedicated mentor. Experience gained through this program will differentiate you from other candidates applying to our selective General Manager Accelerated Program, which interns are considered for based on performance.

Director, Business Intelligence and Analytics

Company: Intel Corporation

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Sep 18, 2023

It consists of competitive pay, stock, bonuses, as well as, benefit programs which include health, retirement, and vacation. Posting Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, sex, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, military and veteran status, marital status, pregnancy, gender, gender expression, gender identity, sexual orientation, or any other characteristic protected by local law, regulation, or ordinance. For additional questions, please contact your Recruiter. Should you accept this position, you must consent to and pass an extended Background Investigation, which includes (subject to country law), extended education, SEC sanctions, and additional criminal and civil checks. 8+ years of technical packaging experience in either manufacturing or development 5+ years in a customer facing role Experience with flip chip BGA, 2.5D, and 3D packaging technologies Qualifications: Bachelor's Degree in related Engineering field (Mechanical, Chemical, Materials, Electrical engineering) Job Type: Experienced Hire Shift: Shift 1 (United States of America) Primary Location: US, Arizona, Phoenix Additional Locations: US, California, Folsom, US, California, Santa Clara, US, Oregon, Hillsboro, US, Texas, Austin Business group: Intel Foundry Services (IFS) is an independent foundry business that is established to meet our customers' unique product needs. With the first "Open System Foundry" model in the world, our combined offerings of wafer fabrication, advanced process, and packaging technology, chiplet, software, robust ecosystem, and assembly and test capabilities help our customers build their innovative silicon designs and deliver full end-to-end customizable products from Intel's secure, resilient and sustainable source of supply. For internals, this investigation may or may not be completed prior to starting the position. IFS Packaging Test Business Group has been created in order to develop, grow, and execute a robust packaging roadmap. Find more information about all of our Amazing Benefits here: https://www.intel.com/content/www/us/en/jobs/benefits.html Annual Salary Range for jobs which could be performed in US, California:$156,950.00-$274,730.00 Salary range dependent on a number of factors including location and experience. In certain circumstances the work model may change to accommodate business needs.

Intern - Data Engineering (Spring 2024)

Company: Early Warning

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Sep 17, 2023

Early Warning Services, LLC ("Early Warning") considers for employment, hires, retains and promotes qualified candidates on the basis of ability, potential, and valid qualifications without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote equal employment opportunity and affirmative action, in accordance with all applicable federal, state, and municipal laws. • 12 weeks of Paid Parental Leave • Maven Family Planning - provides support through your Parenting journey including egg freezing, fertility, adoption, surrogacy, pregnancy, postpartum, early pediatrics, and returning to work. Work may require occasional standing, walking, kneeling, and reaching. Requires visual acuity and dexterity to view, prepare, and manipulate documents and office equipment including personal computers. • Paid Time Off - Unlimited Time Off for Exempt (salaried) employees, as well as generous PTO for Non-Exempt (hourly) employees, plus 11 paid company holidays and a paid volunteer day. Some of the Ways We Prioritize Your Health and Happiness • Healthcare Coverage - Competitive medical (PPO/HDHP), dental, and vision plans as well as company contributions to your Health Savings Account (HSA) or pre-tax savings through flexible spending accounts (FSA) for commuting, health & dependent care expenses. We continue to enhance our program, so be sure to check our Benefits page here for the latest. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our employees. From informal interactions, to sharing ideas, to mentoring and beyond. • 401(k) Retirement Plan - Featuring a 100% Company Safe Harbor Match on your first 6% deferral immediately upon eligibility.

GRC Analyst

Company: Concord Servicing

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Sep 17, 2023

Responsibilities Review, document, evaluate, and test manual and automated computer controls Conduct risk assessments on business and operational processes, procedures, and policies Interpret assessment results and make conclusions on the adequacy and reliability of controls; prepare and present reports as necessary Conduct gap analysis via testing and recommend specific actions to fix gaps in processes and/or process management Prioritize control projects based on severity of risk and non-compliance Lead and support governance, risk, and compliance-related projects Requirements 3-5 years of experience in GRC or related field preferred Strong understanding of regulatory compliance and risk management principles Ability to communicate effectively with all levels of the organization Strong attention to detail and organizational skills Ability to adapt to changing environments Experience with SOC and PCI assessments preferred Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Free Food & Snacks Wellness Resources You will also monitor regulatory compliance and ensure the company meets industry standards. As a GRC Analyst, you will identify the risks and challenges the company may face and work with the management team to implement effective solutions. We are seeking a GRC Analyst to join our team. Concord Servicing, is a full-scope loan servicer delivering compliant, flexible, and scalable portfolio servicing solutions to meet the demands of loan originators and capital providers - and their customers - in multiple asset classes.

Intern - Zelle Product Management (Spring 2024)

Company: Early Warning

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Sep 17, 2023

Early Warning Services, LLC ("Early Warning") considers for employment, hires, retains and promotes qualified candidates on the basis of ability, potential, and valid qualifications without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote equal employment opportunity and affirmative action, in accordance with all applicable federal, state, and municipal laws. Work may require occasional standing, walking, kneeling, and reaching. • 12 weeks of Paid Parental Leave • Maven Family Planning - provides support through your Parenting journey including egg freezing, fertility, adoption, surrogacy, pregnancy, postpartum, early pediatrics, and returning to work. Requires visual acuity and dexterity to view, prepare, and manipulate documents and office equipment including personal computers. • Paid Time Off - Unlimited Time Off for Exempt (salaried) employees, as well as generous PTO for Non-Exempt (hourly) employees, plus 11 paid company holidays and a paid volunteer day. We continue to enhance our program, so be sure to check our Benefits page here for the latest. Some of the Ways We Prioritize Your Health and Happiness • Healthcare Coverage - Competitive medical (PPO/HDHP), dental, and vision plans as well as company contributions to your Health Savings Account (HSA) or pre-tax savings through flexible spending accounts (FSA) for commuting, health & dependent care expenses. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our employees. Knowledge of basic software concepts or similar technical experience.Excellent communication skills.Ability to work with data, take stakeholder input, and translate product features into clear deliverable parts. Proficiency with commonly used office software and personal computers may be necessary, depending on assignment.

SOC Analyst

Company: Concord Servicing

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Sep 17, 2023

Act as point of contact for our information security service providers Maintain documentation around processes and procedures Provide documentation detailing any additional information collected and maintained for each security investigation Work with team members to create necessary reports around incidents and metrics Monitor, evaluate, and assist with the maintenance of assigned security systems in accordance with industry best practices Requirements Bachelor's degree or equivalent work experience Experience in roles that rely heavily on communication and documentation Experience with ticket systems Ability to triage problems, design and identify solutions and appropriately escalate issues in fast-paced environment Excellent problem-solving and analytical skills, with attention to detail, accuracy, and prioritization Strong communication, interpersonal, and stakeholder management skills, with the ability to explain technical concepts to non-technical audiences Self-driven, proactive, and able to work in a fast-paced, dynamic environment Capable of successfully multi-tasking while working independently or within a group environment Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Free Food & Snacks Wellness Resources Moreover, you will contribute to the design, implementation, and maintenance of our security posture, ensuring compliance with regulatory requirements and best practices in the industry. Responsibilities Monitor and inspect alerts to determine those that require additional analysis Gather and report on metrics regarding security systems Manage the security mailbox, and monitor and analyze the emails for threats including phishing and malware, and escalate as necessary Participate in the Investigation of security incidents - may prepare reports on intrusions as needed. As a SOC Analyst at Concord Servicing, you will be responsible for protecting our information systems and data against unauthorized access, modification, or destruction. If you are passionate about information security in financial services and can bring a strategic mindset and technical expertise to the role, we encourage you to apply. Our company delivers compliant, flexible, and scalable portfolio servicing solutions to meet the demands of loan originators and capital providers - and their customers - in multiple asset classes. Concord Servicing, a leading full-scope loan servicer in the financial services industry, is looking for a motivated SOC Analyst to join our team.

Sr. Software Developer - Test (SDET)

Company: Early Warning

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Sep 18, 2023

Early Warning Services, LLC ("Early Warning") considers for employment, hires, retains and promotes qualified candidates on the basis of ability, potential, and valid qualifications without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote equal employment opportunity and affirmative action, in accordance with all applicable federal, state, and municipal laws. • 12 weeks of Paid Parental Leave • Maven Family Planning - provides support through your Parenting journey including egg freezing, fertility, adoption, surrogacy, pregnancy, postpartum, early pediatrics, and returning to work. Additionally, candidates are eligible for a discretionary bonus, and benefits. Work may require occasional standing, walking, kneeling and reaching. Early Warning Services takes into consideration a variety of factors when determining a competitive salary offer, including, but not limited to, the job scope, market rates and geographic location of a position, candidate's education, experience, training, and specialized skills or certification(s) in relation to the job requirements and compared with internal equity (peers). The business actively supports and reviews wage equity to ensure that pay decisions are not based on gender, race, national origin, or any other protected classes. Minimum Qualifications Bachelor's degree in Computer Science, Information Technology, or a related field required.5+ years' experience developing software or test automation frameworks using two of the programming languages - Java, Ruby, Node.js or Objective C. Java is preferred.Prior experience with established Software development and monitoring tools (GitLab, GIT, Eclipse/Android Studio/X-Code, Bamboo, Harness, Splunk, AppDynamics).Experience with CI/CD and integrating automated testing.Experience implementing test automation frameworks for API, web or mobile platforms (hybrid, iOS or Android) using any test automation tools- Appium, Selenium, Web driver, Rest-Assured API, and Cucumber.AWS or Cloud experience.Kubernetes.Background and drug screen. Requires visual acuity and dexterity to view, prepare, and manipulate documents and office equipment including personal computers. • Paid Time Off - Unlimited Time Off for Exempt (salaried) employees, as well as generous PTO for Non-Exempt (hourly) employees, plus 11 paid company holidays and a paid volunteer day. New York, NY in USD per year is: $120,000 - $150,000.

Intern - DevOps/Software Engineering (Spring 2024)

Company: Early Warning

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Sep 17, 2023

Early Warning Services, LLC ("Early Warning") considers for employment, hires, retains and promotes qualified candidates on the basis of ability, potential, and valid qualifications without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote equal employment opportunity and affirmative action, in accordance with all applicable federal, state, and municipal laws. Work may require occasional standing, walking, kneeling, and reaching. • 12 weeks of Paid Parental Leave • Maven Family Planning - provides support through your Parenting journey including egg freezing, fertility, adoption, surrogacy, pregnancy, postpartum, early pediatrics, and returning to work. Requires visual acuity and dexterity to view, prepare, and manipulate documents and office equipment including personal computers. • Paid Time Off - Unlimited Time Off for Exempt (salaried) employees, as well as generous PTO for Non-Exempt (hourly) employees, plus 11 paid company holidays and a paid volunteer day. We continue to enhance our program, so be sure to check our Benefits page here for the latest. Some of the Ways We Prioritize Your Health and Happiness • Healthcare Coverage - Competitive medical (PPO/HDHP), dental, and vision plans as well as company contributions to your Health Savings Account (HSA) or pre-tax savings through flexible spending accounts (FSA) for commuting, health & dependent care expenses. Essential Functions Assists with developing, testing, and documenting application code based on predefined patterns. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our employees. Preferred Qualifications Additional related education and/or experience preferredSoftware development experience in Golang and one of the programming languages - Java, Python, & PowerShellGood Knowledge of VMware and AWS infrastructureGood knowledge of TCP/IP, HTTP/s, and comfortable working in Linux based environment.Understanding of DevOps tools Physical Requirements Working conditions consist of a normal office environment.

Senior Operations Systems Analyst

Company: Upgrade, Inc.

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Sep 19, 2023

We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Express abstract & complex concepts through to successful delivery via clear business requirement documents, process flow charts, design mockups, etcActively provide insights and drive improvements to existing systems and processes based on observation, analysis of data, business direction, and strategic focusesWhat We Look For: 4+ years of Systems Analysis or Administration. We are looking for someone to immerse themselves in our operations in a fast-pace, growing, learn-it-yourself environment. This role is a great fit for someone who likes to wear many hats or be a jack/jill-of-all-trades in a high-growth business environment, all with the aim of improving, scaling, and de-risking our operations.This role is based in our Phoenix office and will be on-site at least 4 days per week.What You’ll Do:Work closely with management to participate in assigned vendor relationships, upholding defined expectations, delivering feedback, and always ensuring the interests of the business in the progression of the relationshipAct as a system administrator in assigned vendor tools that need heavy influence from operations stakeholders; including but not limited to:Low code/no code workflow configurationsChange testing & managementTroubleshooting system issues that have escalated through frontline tiers of help desk teamsMaintaining proper system documentation of features, configurations, and changes in assigned systemsContribute to the collaborative environment of continuous improvement and feedback, partnering closely with team members who are focused on key operational systems, operations policy & procedure, and process improvementSupport the ideation and documentation required for operational initiatives that require development work from our internal product & engineering teams. Experience in startup and call center environments preferredExperience with project management (Agile or Scrum methodologies preferred)Flexible, positive, and solutions-oriented mindset with energy and willingness to tackle a variety of needs from our operations team in a fast paced environmentAbility to largely self-manage your time and energy appropriately across a high volume of needs of varying degrees of complexity, urgencies, and topicsSelf-starter and ability to thrive in a fast-paced and constantly-changing environment with ease and agilitySense of ownership and responsibility towards troubleshooting issues and solutions with a self-motivation to accept and complete tasksAbility to “cut through the noise” and drive improvement in a rapidly changing and developing environmentHighly organized individual with strong attention to detailAbility to communicate across a wide audience from operational end users, project stakeholders, and senior leadersExecutive presence to be able to conduct meetings with senior leadership and effectively communicate technical information to a non-technical audienceProven track record of meeting and exceeding production and quality expectations with involvement in non-production assignments or projects that exemplify the ability to adapt and grow into to this roleNice to Have:Basic programming knowledge (SQL, Python, JSON)Experience administering any of the following systems:ZendeskGenesysGoogle WorkspaceAtlassian productsWhat We Offer You: Competitive salary and stock option plan100% paid coverage of medical, dental and vision insurance Flexible PTOOpportunities for professional growth and development Paid parental leaveHealth & wellness initiativesWe are an equal opportunity employer and value diversity at our company. This person will have a great opportunity to gain and maintain an expert level of internal operational strategy and process understanding, and will be a key player in strategic and high impact operational projects, upholding a variety of operational excellence concepts. We've also received recognition for being a best company for Diversity, Women, Culture, and Veterans.We are looking for new team members who get excited about designing and delivering new and better products to join a team of 1600 talented and dedicated professionals. The company is backed by some of the most prominent technology investors and was recently valued at $6.3B.We have built an energizing, collaborative and inclusive culture where team members help each other, learn and innovate to move the company and its customers in the right direction, and own the outcome of their efforts.Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, “Top Companies to work for in Arizona” and one of the "Best Engineering Department" awarded annually by Comparably. Come join us if you like to tackle big problems and make a meaningful difference in people's lives.About The Role:We are looking for a Senior Operations Systems Analyst based in our Phoenix office. Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers.

Loan Servicing Coordinator

Company: Valon

Location: Phoenix – Mesa – Scottsdale, AZ

Posted Sep 19, 2023

We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. Valon makes hiring decisions based solely on qualifications, merit, and business needs at the time. We are detailed, deep researchers, and excellent problem resolvers. Use it for team swag, cooking classes or team dinners!Generous time off: 17 days paid time off, sick days, and 11 company holidays Throughout the interview process, please remember that emails will only be from valon.com emails. You will work closely with various teams, including customer support, operations, and compliance, to ensure compliance with industry regulations and provide outstanding service to our clients and borrowers.ResponsibilitiesOpen, scan, and distribute incoming mail.Request collateral files from investor designated document custodians to ensure that all needed documentation is obtained (within specific SLAs) to efficiently process Payoffs, Loss Mitigation, Bankruptcy, and Foreclosure proceedings.Check-in and process collateral files timely.Process outgoing mail for Loan Administration.Ensure requested documentation is accurately completed within specific task SLAs.Update Mortgage Electronic Records System, Inc. (MERS) database to ensure adequate reporting of changes.Review daily task queue and exception reports to ensure completion of assigned duties within specific SLAs.Update and annotate all actions/follow-ups processed on loans in all appropriate systems.Any other duties assigned by management.Ideal Background Basic understanding of mortgage servicing industry, preferably in the mortgage servicing industry.Ability to handle confidential material in a professional, ethical manner.Professional communication skills, written and verbal.Must be proficient in Google Apps (Sheets, Docs,etc. We ensure timely processing of lien updates, cash movement, and special loan requests. )Excellent communication and interpersonal skills.Detail-oriented with strong organizational and problem-solving abilities.Proficiency in using loan servicing software and fintech tools.Ability to work effectively in a fast-paced and dynamic start-up environment.Minimum QualificationsPrevious experience in loan servicing or mortgage-related roles is highly desirable Familiarity with mortgage servicing software systemsStrong knowledge of mortgage industry regulations, including RESPA and TILAExperience in document management and record-keepingCustomer service experience in a financial services environment is a plusLocation: OnsiteBenefits What we can offer:Compensation: competitive salary and partake in our 401k planHealth & well-being: we’ll invest in your physical and mental well-being with comprehensive medical, dental, & vision benefits, One medical membership, and Talkspace to provide mental health supportFood & meals: in-office snacks and drinks, Bagel Fridays and regular Food Trucks on premiseCommuter benefits: We offer pre-tax deductions for public transportation, rideshare services, and parking expenses to make your commute more affordable and convenient.Grow together: Company wide orientation for you to successfully onboard and other learning & development opportunities including regular review cycles that feature 360 degree feedbackPlay together: quarterly budgets for team and company outings. We take pride in our work and will do whatever is compliant to get the job done right.About the RoleAs a Loan Servicing Coordinator at Valon, you will be responsible for ensuring the smooth and efficient servicing of mortgage loans, managing customer accounts, assisting in resolving customer inquiries and issues, and handling document management and mail distribution. Our growing team of engineers, operators, product enthusiasts, and experienced servicing professionals are leveraging technology to fundamentally improve the homeownership experience. Through mortgage servicing—the process of paying off one’s mortgage—Valon is taking the first step in transforming the industry one homeowner, and lender, at a time.About the TeamThe Cash and Collateral Management teams manage the incoming and outgoing payments for both our homeowner’s and investors.

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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