Careers

Career Opportunity

Are you passionate about the idea of helping people to have a dignified financial future? Are you interested in a rewarding career in financial services and retirement plan consulting? Are you excited to learn a technical profession and be rewarded for earning professional qualifications? Does the freedom of managing your schedule around your work assignments excite you? If yes, then we encourage you to apply to be an Entry Level Associate at Spectrum Pension Consultants.

Job Description

Entry Level Associates are responsible for a wide range of duties and learn financial services from the ground up. Entry Level Associates review financial documents, track detailed information, research anomalies in data and records, and perform other entry-level consulting and accounting functions. Additionally, Entry Level Associates work closely with our clients and their retirement plan participants to provide supportive services. This position is about much more than just working with numbers, resolving cases, and answering client questions -- it is about helping people build a meaningful future. Having a client centric nature, excellent communication skills, and the ability to work with a variety of personality types are all valuable to this role. In addition to their day-to-day duties, Entry Level Associates are involved in professional education and development activities that enable them to grow professionally. A working knowledge of general business practices, including business organizations and structures, industry sectors, and business entity types is helpful. Entry Level Associates work under general supervision with the discretion to manage their time and resources. Entry Level Associates are expected to effectively manage their work independently and recognize when they need to seek management assistance or input.

Essential Duties and Responsibilities

• processing client and participant requests;
• reviewing financial documents;
• tracking and verifying deposits;
• preparing financial statements;
• processing transactions;
• researching data anomalies; and
• reconciling financial information from different sources.

Education/Experience Requirements: Bachelor's degree, with preference for business, accounting, finance, mathematics, information management, or related disciplines.

Annual Salary Range: $39,000 to $53,000

Career Opportunity

Are you an experienced retirement plan professional looking for a new opportunity to work with clients, manage a team, or mentor associate colleagues? Are you passionate about the idea of helping people to have a dignified financial future? Are you looking for a challenging and rewarding opportunity to collaborate with colleagues and work for clients who value your contribution and efforts? Does the freedom of managing your schedule around your work assignments excite you? If yes, then we encourage you to apply to be a Consultant at Spectrum Pension Consultants.

Job Description

Consultants are accomplished employee benefits professionals with a demonstrated track-record of success working with client organizations. Consultants further develop their expertise through continuing professional education and interaction with other industry practitioners. They lead by example and are subject matter experts to clients and colleagues. Consultants are responsible for the management of a block of clients. They coordinate client work product and deliverables with associate staff members and other colleagues. Consultants routinely meet with clients, both online and in person, to evaluate benefit plan objectives, review critical plan indicators and deliverables, educate employer decision makers on significant legislative or regulatory changes, and educate client employees about benefit plan features. Consultants have a thorough understanding of relevant technical and compliance requirements, apply technical requirements conceptually to meet client objectives, and effectively communicate advice and recommendations to clients and their professional advisors. Consultants share their professional expertise with other less experienced staff members through routine training and mentoring. They may have administrative, business development, and managerial or supervisory responsibilities. Consultants work under limited supervision with wide autonomy, discretion, and flexibility to carry out their assignments.

Education/Experience Requirements: Bachelor's degree or higher. 5+ years of experience working with retirement plans. Relevant certifications from the American Society of Pension Professionals and Actuaries (ASPPA), National Association of Plan Administrators (NIPA), or other professional organizations.

Annual Salary Range: $59,000 to $96,000

Career Opportunity

Are you an experienced retirement plan professional looking for an opportunity to develop new client relationships? Are you looking for a challenging and rewarding career where you can collaborate with colleagues, centers of influence, and prospective clients? Are you passionate about the idea of helping people to have a dignified financial future? Does the freedom of managing your schedule around your sales opportunities excite you? If yes, then we encourage you to apply to be a Sales Consultant at Spectrum Pension Consultants.

Job Description

Sales Consultants are knowledgeable professionals focused on business development. They identify leads, develop new business opportunities, scope prospective client engagements, submit proposals to prospective clients, and win new business opportunities for the organization. Sales Consultants routinely meet with prospective clients and centers of influence, both online and in person, to evaluate business needs and objectives. They prepare service proposals based on those business needs and objectives. Sales Consultants manage the business development process from lead identification to closure. They may also work with clients in a limited capacity through the implementation and transition management process. Sales Consultants understand relevant technical and compliance requirements, along with the anticipated effort services require, to scope services competitively and profitably. Sales Consultants work under limited supervision with the discretion to manage their time and resources.

Education/Experience Requirements: Bachelor's degree or higher. 2+ years of experience in sales or business development. 2+ years of experience working with retirement plans preferred. Relevant certifications from the American Society of Pension Professionals and Actuaries (ASPPA), National Institute of Plan Administrators (NIPA), or other professional organizations are a plus.

Annual Salary Range: $40,000 to $80,000 + Sales Commissions

Career Opportunity

Do you love helping people? Are you passionate about the idea of helping people to have a dignified financial future? If yes, then we encourage you to apply to be a Participant Services Associate at Spectrum Pension Consultants.

Job Description

A Participant Services Associate is the principal point of contact for benefit plan participants or members. The primary job function is to provide first line of support to plan participants or members about matters relating to plan benefits, rights, and features. A Participant Services Associate's primary duty is to respond timely to telephone calls, email, or other service requests. Additional duties may include data entry, review and resolution of exceptions, and processing of participant transactions. Ad hoc projects relating to participant transactions and communications may be assigned on a periodic basis. A working knowledge of retirement plans, internal business processes, and systems is essential. Participant Services Associates are expected to take professional exams and participate in continuing education programs to maintain their knowledge. Participant Services Associates report to a manager, who oversees key performance indicators and other metrics, including participant satisfaction indicators. Participant Services Associates work under moderate supervision with some discretion to manage their time and resources.

Education/Experience Requirements: High School Degree or equivalent. Bachelor's degree preferred.

Annual Salary Range: $30,000 to $53,000

Career Opportunity

Do you have a background in software development or engineering in fintech or financial services organizations? Are you seeking an exciting opportunity to support an organization committed to helping Americans secure a dignified financial future? Does the freedom of managing your schedule around your work assignments excite you? If yes, then we encourage you to apply to be a Software Engineer at Spectrum Pension Consultants.

Job Description

Software Engineers design and develop software applications. They perform coding, debugging, testing and troubleshooting throughout the application development process. Software engineers collaborate with stakeholders to define business requirements and develop technology solutions to satisfy those requirements. They have a thorough knowledge of the software development process. Software engineers work under general supervision with wide autonomy, discretion, and flexibility to carry out their assignments. They typically report to a manager or business leader.

Education/Experience Requirements: Bachelor's degree or higher. 3+ years of related experience. Experience with Microsoft Azure required. Experience with Dynamics 365 and FIS Relius Administration is preferred.

Annual Salary Range: $70,000 to $141,000

Intern

Are you a college student pursuing an undergraduate or graduate degree and seek experience in the financial services sector? Are you interested in gaining practical real-world financial services experience to support your long-term professional goals? Do you have a passion for helping people to achieve a secure financial future? If you answered yes to these questions, then we encourage you to apply for a position as an intern with Spectrum Pension Consultants.

Job Description

Interns support one of our business units and/or manage one or more projects for a predetermined period. Generally, an internship engagement overview will provide the specific expectations, requirements, scope, and timeline for the internship. The ideal candidate is a college student studying accounting, business, computer science, finance, mathematics, information management, or related discipline. Interns must be systems-oriented, have a strong foundation with Microsoft Office applications, including advanced proficiency with Excel. Interns are expected work under general supervision and recognize when to seek assistance on tasks or projects. Internships typically last between 2 to 6 months. A full-time employment position may be extended to interns who wish to continue careers with our firm after graduation.

Education/Experience Requirements: Student working toward a degree.

Annual Salary Range: Subject to Project Scope and Duration