Retirement Plan Sales & Investment Analyst

Job Description: • 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. Requirements: • 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. Benefits: • Flexible Workplace – Hybrid and remote options available for many roles. • Unlimited PTO – Competitive paid time off, including flexible & unlimited options. • Inclusive Environment – A culture that values diversity, collaboration, and respect. • Growth Opportunities – Support for ongoing learning and career development. • Comprehensive Benefits – Health, dental, vision, life, and disability coverage. • Workplace Perks – Incentive bonus programs, flexible hours, & more. Apply tot his job