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Top Tech Jobs & Startup Jobs in Austin, TX
Artificial Intelligence • Fintech
Leads defined contribution retirement plan administration workflows, quality assurance, compliance testing, filings, distributions, and complex escalations. Reviews team work, oversees regulatory audits and QDRO processing, improves operational processes, maintains documentation, and identifies automation opportunities. Partners with clients, recordkeepers, relationship managers, and internal teams to ensure accurate, timely service and compliance with IRS and DOL requirements.
Top Skills:
Ai AutomationChatgptClaudeFtwilliamGoogle WorkspaceMicrosoft CopilotExcel
Artificial Intelligence • Fintech
Owns qualified retirement plan document processes, restatements, amendments, disclosures, takeovers, and correction projects. Develops IRS and DOL correction methodologies, oversees EPCRS and related submissions, interprets ERISA and plan provisions, and serves as the technical escalation point. Partners with plan administration, relationship management, product, design, and engineering teams to improve procedures, automation, AI tooling, and client experiences. Monitors regulatory changes and trains internal teams on compliance requirements.
Top Skills:
ChatgptClaudeFtwilliamGoogle WorkspaceMicrosoft CopilotPlan Document SoftwareRecordkeeping PlatformsTask And Project Management Software
Artificial Intelligence • Fintech
Perform advanced defined contribution retirement plan compliance work, including nondiscrimination testing, contribution calculations, corrections, reconciliations, government filings, audits, plan transitions, and technical consulting. Review peer work, mentor administrators, explain compliance results to clients, monitor regulatory requirements, and improve workflows through automation and AI tools.
Top Skills:
ChatgptClaudeCopilotExcelFtwilliamGoogle Workspace
Artificial Intelligence • Fintech
Supports 3(16) retirement plan administration by reviewing eligibility, enrollment, payroll contributions, loans, distributions, notices, and fiduciary compliance. Coordinates with employers, recordkeepers, advisors, auditors, and internal teams to resolve issues, process transactions, meet regulatory deadlines, and document plan activities. The role also identifies process improvements and collaborates with Engineering on AI-driven automation.
Top Skills:
Ai AutomationChatgptClaudeGoogle WorkspaceMicrosoft CopilotPayroll IntegrationsPayroll SystemsProject Management SoftwareRecordkeeping PlatformsTask Management Software
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