AmericanTCS, recently integrated as part of Ascensus, has forged a lasting legacy for more than 50 years, embodying strength and resilience while championing change and innovation across the retirement industry. We provide a diverse range of tailored retirement plan solutions that symbolize resilience, versatility and strength. Job Summary: FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. This role is part of our committee who meets weekly to discuss various clients who have engaged FiduciaryxChange to serve as the Named Plan Administrator and Named Fiduciary. The goal and objective of the committee is to oversee the operation of each plan to make sure, on an ongoing basis, the plan is operating according to the plan document, Internal Revenue Code, and ERISA. This position is the primary point of contact for plan sponsors, advisors, and other service providers in coordinating the completion of the responsibilities FxC has been engaged to fulfill. Location: Remote

Morningstar Investment Management, LLC’s Workplace Solutions team seeks a Director, Large Market Solutions to represent Morningstar Retirement within the large-market defined contribution ecosystem. This individual will be responsible for supporting our recordkeeping partners and the Consultant community in the positioning, placement, growth, and retention of Morningstar’s Managed Accounts and Custom Target Date solutions. The successful candidate will serve as a subject matter expert on large-market defined contribution plan sponsor needs, fiduciary considerations, participant outcomes, retirement readiness, Managed Accounts, and Custom Target Date solutions and will have experience engaging with sophisticated plan sponsor committees, consultants, and recordkeeper partners.

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.

Job Description Provides pro-active service and communications to retirement plan clients. This includes providing client support, documentation and record keeping, preparation of plan statements, communication of plan information to client, and assists with the modification and enhancement of plan administration processes, within the limits of established policy.

This position will work closely with Client Services to serve as the focal point for elite advisors. Responsibilities include relationship management of elite advisors ensuring a successful service experience, book of business retention and growth of existing business organically.

The Executive Director (ED) is the primary staff leader responsible for overseeing WIPN’s day-to-day operations, supporting the Board of Directors, managing our programs and events calendar, and helping grow membership and organizational capacity. The ED is a strategic partner to the Board and ensures that WIPN delivers its mission effectively and efficiently.

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.

Nyhart, part of FuturePlan by Ascensus, is an award-winning firm that provides nationwide consulting, actuarial, and administrative services.  We are seeking an ambitious and experienced credentialed actuary to assist in the growth and development of Nyhart’s Actuarial Consulting business.   This position serves a critical role at Nyhart, taking responsibility for the relationship and overall service we provide to clients.  This is a remote position.

As a Relationship Manager within our TPA Customer Care area, you will play a pivotal role in developing and nurturing deep relationships with advisors, unbundled plan sponsors, and third-party administrators operating within our 10M - 200M market segment. You will serve as a strategic partner, offering innovative and tailored solutions to meet our clients' business objectives such as retention, growth, and retirement readiness.

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.

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.