As a Customer Service Specialist, you’ll play a key role in helping our customers consolidate their retirement accounts. You’ll be critical to ensuring customers have a great experience with us and end up with more confidence in their long-term finances. You’ll also be an advocate for the customer and share customer feedback with our product & engineering teams to inform our product roadmap.

As an Integrations Engineer, you will improve core transfer technology by designing solutions for better integration with financial institutions, build scalable architecture for user demands, and develop within a cloud-native environment, primarily using AWS.

The Partnerships Manager will oversee the onboarding and management of new and existing enterprise and distribution partnerships, drive revenue through activation initiatives, and collaborate cross-functionally to enhance partner experiences. They will also analyze industry trends and provide insights to leadership teams.