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Financial Benefits Manager, Retirement
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Retirement Services Counselor I
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Retirement Solutions Client Service Associate
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New York, New York, United States Alera Group, Inc. Full timeOverview:Alera Group, Inc. is seeking a skilled Retirement Solutions Client Service Associate to join their Employee Benefits Team. As a key member of the team, you will provide exceptional administrative support for all retirement plan clients, ensuring their needs are met and their satisfaction is guaranteed.Responsibilities:Provide administrative support...
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New York, New York, United States Alera Group, Inc. Full timeOverview:Alera Group, Inc. is seeking a skilled Retirement Solutions Client Service Associate to join their Employee Benefits Team. As a key member of the team, you will provide exceptional support to clients and ensure their retirement plans are administered efficiently.Responsibilities:Provide administrative support for all retirement plan clients,...
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Retirement Solutions Client Service Associate
2 months ago
New York, United States Alera Group, Inc. Full timeOverview: Brio Benefit Consulting is looking for a Retirement Solutions Client Service Associate to join their Employee Benefits Team. In 2023, Brio Benefits joined Alera Group, an independent national insurance and wealth services firm, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services...
Retirement Plans
3 months ago
Job Role : Retirement Plans (401k plans)--Technical PM/BA
Location : New York, NY (Onsite)
Long Term Contract
Job Description: We are looking for the following:
• Collaborate with stakeholders to define project scope, objectives, and deliverables that support business goals within the investment banking and retirement sectors.
• Analyze and document complex business processes and system requirements, ensuring alignment with technological strategies.
• Serve as a liaison between business units, technology teams, and support teams to effectively deliver tech solutions.
• Lead the planning, execution, and successful completion of technology projects, managing resources, and schedules and
• Define and manage the work streams & task allocations through JIRA.
• Conduct market analysis to stay informed of industry trends and regulatory changes that impact the retirement and investment banking domains.
• Utilize knowledge of investment banking and retirement products like 401k, IRA, Rollovers etc. to translate business needs into technical specifications.
• Define project success criteria and disseminate them to involved parties throughout the project life cycle.
• Manage and update project plans, including integration, scope, time, quality, communications, and risk assessments.
• Facilitate communication and provide regular updates to senior management and key stakeholders on project status, risks, and issues.
• Oversee testing efforts, including creating test plans, test cases, and managing user acceptance testing (UAT).
• Strong understanding of financial products, markets, and the technology landscape within the investment banking and retirement space.
• Strong leadership abilities with experience managing cross-functional teams.
• Exceptional verbal and written communication skills and the ability to interact professionally with diverse groups.
• Experience with project management software and BA tools.
