Day-to-Day You May Also Be Expected To:

Exercising independent judgment to evaluate and resolve complex retirement plan issues, including eligibility determinations, vesting, plan amendments, mergers and acquisitions, deconversions, year-end testing, and audit support.

Analyzing client information and business needs to independently scope requests, assess feasibility, and recommend appropriate servicing or plan design solutions.

Partnering with internal plan design and plan document subject-matter experts to research, interpret, and assess plan provisions, regulatory implications, and client objectives.

Providing consultative services to plan sponsors and advisors, offering guidance on plan administration, compliance considerations, and operational best practices.

Managing and resolving client and advisor escalations by evaluating impact, coordinating cross-functional resources, and determining appropriate paths to resolution.

Identifying systemic risks, service gaps, or inefficiencies through post-mortems and root-cause analysis, and collaborating with management and product teams to design and implement process improvements.

Designing and documenting processes, playbooks, and operational resources that enhance scalability, consistency, and team effectiveness.

Applying professional discretion to prioritize work based on business impact, client urgency, regulatory considerations, and service-level commitments.

Monitoring quality and service outcomes, exercising judgment to identify trends, recommend corrective actions, and support continuous improvement initiatives.

Ensuring timely and accurate documentation of client interactions and decisions to support transparency, audit readiness, and long-term account management.

Supporting client retention through proactive issue resolution, strategic follow-up, and trusted advisory relationships.

Senior Associate, Retirement Plan Services

Responsibilities

Qualification

Required

Benefits

Company

Vestwell

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