The Regional Vice President’s (RVP) primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms. This is accomplished through promoting both our product options and our alliance partners’ products, advising and assisting Financial Professionals during the prospecting stage, and attending sales calls as requested.

Performs compliance testing, document support and government forms preparation for complex retirement plan clients. Ensures that assigned plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements, including reporting on all accounting and financial activity for the plan. Communicates with plan sponsors to update and correct required data necessary to perform various testing required by government regulations (ADP, ACP, 415, 401(a)(4), coverage and top heavy testing).

Performs compliance testing, testing review, document support and government forms preparation and review for highly complex retirement plan clients. Ensures that assigned plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements. Also includes reporting on all accounting and financial activity for the plan. May provide technical training.

The VP of the Integration Management Office will be responsible for leading and managing the integration of newly acquired companies and migration of outsourced books of business into our organization. This role requires a strategic thinker with: strong leadership skills; extensive retirement industry background; Collective Investment Trust (CIT); and project management experience. There is only 1 position. Location preference is hybrid Dresher, PA or Newton, MA locations. Remote candidates on the East Coast may be considered. Some relocation assistance available.

State Street Investment Management seeks a highly motivated and experienced Associate National Accounts Manager to join our DC Intermediary Sales Team. This position sits on the Defined Contribution (DC) Intermediary Team, part of our U.S. Wealth organization, and plays a critical role in driving growth across key intermediary relationships, including recordkeepers, aggregators, and 3rd party trust companies. The ideal candidate will be responsible for developing and executing strategic sales initiatives to drive growth and increase market share for State Street Investment Management.

This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Client Services Consultant will demonstrate their thorough knowledge of retirement plans and Ascensus products and services by providing solutions to complex plan issues and delivering consultative service to help clients manage their retirement plans. The Client Services Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. This position is also serving as a technical resource to the Ascensus organization and providing coaching and mentoring to other associates to ensure client expectations are met and/or exceeded.

This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Client Services Consultant will demonstrate their thorough knowledge of retirement plans and Ascensus products and services by providing solutions to complex plan issues and delivering consultative service to help clients manage their retirement plans. The Client Services Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. This position is also serving as a technical resource to the Ascensus organization and providing coaching and mentoring to other associates to ensure client expectations are met and/or exceeded.

The Vice President, Sales Consultant’s primary responsibility is to facilitate the growth of new relationships and business for FuturePlan. This professional will drive sales with financial professionals and strategic alliance platforms to meet assigned sales goals. Includes directly coordinating sales activities for key Plan Sponsor relationships, actively working with (FuturePlan by Ascensus) Internal and External Sales Consultants to drive sales and marketing.

Management of TPA and direct client relationships focusing on Silver service model Cash Balance plans to foster strong client retention and create “raving fan” clients. Manage and negotiate workflow of client projects ensuring client expectations are effectively established and met.

Serve as the technical expert and project manager for the annual funding, accounting, and compliance requirements for defined benefit pension plans.

Manages and nurtures relationships with qualified defined contribution retirement plans using our recordkeeping platform. Serves as the primary point of contact for assigned relationships, addresses client escalations, documents procedures, and identifies opportunities for process improvement.

Compliance position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants.

The Sr. Plan Administration Analyst provides administrative services for qualified retirement plans including, but not limited to annual compliance testing, contribution calculations, and preparation of the Form 5500. This role keeps plans qualified by making sure all regulatory deadlines are met and working with clients to resolve compliance issues. This position works with and advises other departments on plan compliance matters.

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.