Remote Tech Resource Consultant - Retirement Plans

Definiti LLC; United States; Remote; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) with up to 4% match

Flexible PTO

Medical, dental and vision plans

Job summary

A national retirement services company is seeking a Technical Resource Consultant. This remote position involves leading consulting projects, managing compliance with regulatory standards, and ensuring accurate client service. Candidates should have a strong background in retirement plans, exceptional communication skills, and the ability to manage multiple priorities effectively. The role supports governance and regulatory compliance efforts, contributing to both operational accuracy and industry expertise.

Qualifications

• 5+ years of full cycle administration experience required.
• Proven experience managing plan corrections and consulting projects.
• Understanding of PEP structure and fiduciary responsibilities.

Responsibilities

• Collaborate with Legal and Governance teams for compliance.
• Manage consulting engagements, including scope and billing.
• Review Definiti’s Pooled Employer Plans for fiduciary standards.

Skills

Verbal and written communication skills

Attention to detail

Customer service focus

Ability to manage multiple projects

Education

High School Diploma or GED

Bachelor’s degree in accounting, finance, or related field

Tools

Microsoft Office Suite

PensionPro

FT Williams

Job description

A national retirement services company is seeking a Technical Resource Consultant. This remote position involves leading consulting projects, managing compliance with regulatory standards, and ensuring accurate client service. Candidates should have a strong background in retirement plans, exceptional communication skills, and the ability to manage multiple priorities effectively. The role supports governance and regulatory compliance efforts, contributing to both operational accuracy and industry expertise.