Retirement Plan Sales & Investment Analyst, (JPC)

Experience in 401(k) plan administration, retirement services, or financial services preferred. Strong analytical abilities, including comfort interpreting financial data and investment information. Excellent written and verbal communication skills. High proficiency in Microsoft Excel and Word. Experience with Relius or similar industry software is a plus. Strong initiative, integrity, and attention to detail, with the ability to manage multiple priorities. Ability to thrive in a fast-paced, entrepreneurial environment – adaptable, proactive, and eager to learn. ASPPA or NIPA credentials (or interest in pursuing them) preferred but not required.

Prepare customized proposals, fee calculations, and supporting analysis for prospective clients. Participate in sales calls and capture detailed notes and follow-ups. Track and manage sales leads, ensuring timely, professional communication. Assist with creating sales materials, presentations, and onboarding packets. Run and prepare Quarterly Investment Monitoring Reports. Analyze fund performance, fees, share classes, and benchmark comparisons. Draft initial report summaries and prepare documentation for internal review. Assist with investment research, fund comparisons, and ongoing data management. Support the onboarding of new 401(k) plans, including start-up and takeover plans. Coordinate with internal Operations and Consulting teams to gather required documentation. Prepare service agreements, onboarding materials, and account-setup forms. Assist with drafting and distributing participant notices (404(a)(5), 408(b)(2), etc.). Communicate clearly and professionally in both written and verbal formats. Maintain organized internal documentation and ensure accurate data entry across systems. Collaborate closely with Sales, Investment, Operations, and Consultant teams. Perform other duties and special projects as needed.