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Retirement Plan Sales & Investment Analyst, (JPC)

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Who we are: Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSI"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group ("RPCG"), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), California Retirement Plans ("CRP"), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), and Allied Consultants, Inc. ("ACI"), Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com. About Jocelyn Pension Consulting, (JPC): Based in Boulder, Colorado, and Rafael, California, Jocelyn Pension Consulting (JPC) is an independent consulting firm that provides professional advice and local support to create a customized 401(k) Plan solutions for small- to medium-sized growing businesses. JPC is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP). Position Summary: Jocelyn Pension Consulting (JPC) is seeking a Retirement Plan Sales & Investment Analyst to support our Sales, Investment, and Onboarding Teams. This role is an excellent opportunity for a motivated professional who wants to learn multiple facets of a growing financial services firm and contribute directly to both new business development and ongoing client service. The Analyst will support proposal development, investment reporting, lead follow-up, new plan onboarding, and various operational initiatives that help deliver JPC's high-touch client experience. The ideal candidate is organized, analytical, tech-savvy, and detail-oriented, with a strong desire to grow in a fast-paced, entrepreneurial environment. PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We welcome candidates from all U.S. time zones; however, due to the primary locations of our partners and clients, preference will be given to those in the Boulder, CO area and able to work on a hybrid model. Key Responsibilities:

  • Sales Support
  • Prepare customized proposals, fee calculations, and supporting analysis for prospective clients.
  • Participate in sales calls and capture detailed notes and follow-ups.
  • Track and manage sales leads, ensuring timely, professional communication.
  • Assist with creating sales materials, presentations, and onboarding packets.
  • Investment Support
  • Run and prepare Quarterly Investment Monitoring Reports.
  • Analyze fund performance, fees, share classes, and benchmark comparisons.
  • Draft initial report summaries and prepare documentation for internal review.
  • Assist with investment research, fund comparisons, and ongoing data management.
  • New Plan Onboarding
  • Support the onboarding of new 401(k) plans, including start-up and takeover plans.
  • Coordinate with internal Operations and Consulting teams to gather required documentation.
  • Prepare service agreements, onboarding materials, and account-setup forms.
  • Assist with drafting and distributing participant notices (404(a)(5), 408(b)(2), etc.).
  • Communication & Internal Support
  • Communicate clearly and professionally in both written and verbal formats.
  • Maintain organized internal documentation and ensure accurate data entry across systems.
  • Collaborate closely with Sales, Investment, Operations, and Consultant teams.
  • Perform other duties and special projects as needed.

Qualifications:

  • Experience in 401(k) plan administration, retirement services, or financial services preferred.
  • Strong analytical abilities, including comfort interpreting financial data and investment information.
  • Excellent written and verbal communication skills.
  • High proficiency in Microsoft Excel and Word.
  • Experience with Relius or similar industry software is a plus.
  • Strong initiative, integrity, and attention to detail, with the ability to manage multiple priorities.
  • Ability to thrive in a fast-paced, entrepreneurial environment – adaptable, proactive, and eager to learn.
  • ASPPA or NIPA credentials (or interest in pursuing them) preferred but not required.

Pay Transparency Statement: The anticipated pay range for this position is $65,000-$75,000 annually. At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program. Our Value-Driven Employee Experience:

  • Flexible Workplace – Hybrid and remote options available for many roles.
  • Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
  • Inclusive Environment – A culture that values diversity, collaboration, and respect.
  • Growth Opportunities – Support for ongoing learning and career development.
  • Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
  • Workplace Perks – Incentive bonus programs, flexible hours, & more.
  • *Specific benefits and programs may vary by partner and position.

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Experienced Data Entry Clerk for 17-Year-Olds – Entry-Level Position at Hirevector About Hirevector At Hirevector, we are driven by a mission to be the world's most customer-centric company. We strive to offer our customers the lowest possible prices, the best available selection, and the utmost convenience. Established in 1994, we’ve grown from an online bookstore into a global powerhouse that specializes in e-commerce, cloud computing, digital streaming, and artificial intelligence. Your Opportunity Awaits We are excited to announce our Data Entry Clerk position specifically tailored for 17-year-olds! This is a unique opportunity to start your career with one of the world's leading companies while improving your computer skills and gaining real-world experience. Position Overview As a Data Entry Clerk at Hirevector, you will play a crucial role in our operations by managing various forms of data input and validation. This position is an excellent opportunity for motivated and detail-oriented teenagers looking to build valuable work experience in a fast-paced environment. Key Responsibilities: Accurately enter customer data into our internal systems. Review and verify data for accuracy and completeness. Organize and maintain data files and records. Assist in organizing information and preparing reports. Communicate effectively with team members to resolve discrepancies. Who We Are Looking For This role is perfect for a responsible 17-year-old who is eager to learn and grow. We are looking for candidates who meet the following criteria: Essential Qualifications: Must be 17 years old by the time of application. High School student or recent graduate preferred. Basic computer skills and familiarity with Microsoft Office Suite. Strong attention to detail and organization skills. Ability to work independently as well as a part of a team. Effective communication skills—both written and verbal. Willingness to learn and accept feedback. What We Offer Working at Hirevector comes with unique benefits tailored to help you thrive: Benefits and Perks: Flexible working hours that can accommodate your school schedule. A competitive hourly wage. Professional development opportunities and training. A supportive work environment with a focus on teamwork. Networking and potential career advancement within the company. Diversity and Inclusion At Hirevector, we value diversity and strive to create an inclusive work environment. We believe that the more diverse our workforce, the better we can serve our customers. We are proud to be an Equal Opportunity Employer where everyone can find success. Your Next Steps If you’re excited about the opportunity to gain skills and be part of an innovative team, we encourage you to apply! This position is a fantastic way for 17-year-olds to gain essential work experience and a chance to contribute to a global leader in technology. Career Growth Opportunities At Hirevector, we believe in investing in our employees' growth and development. As a Data Entry Clerk, you will have the opportunity to learn and grow with our company, taking on new challenges and responsibilities as you progress in your career. Work Environment and Culture Our work environment is fast-paced and dynamic, with a focus on teamwork and collaboration. We encourage open communication, creativity, and innovation, and we strive to create a positive and inclusive work environment for all employees. Compensation, Perks, and Benefits We offer a competitive hourly wage, flexible working hours, and a range of benefits and perks to support your well-being and career development. We also provide comprehensive training and professional development opportunities to help you succeed in your role. Conclusion Data entry jobs for 17-year-olds at Hirevector represent a valuable starting point for any young aspiring professional. With the right guidance and opportunity, you can not only develop practical skills essential for your career but also join a company that embraces innovation and creativity. This is your chance to take those first steps toward a bright future. Don’t hesitate—apply today and be part of something bigger! FAQs Q: What is the minimum age requirement for this position? A: You must be at least 17 years old to apply for this position. Q: Do I need prior experience in data entry to apply? A: No prior experience is necessary, but basic computer skills and a willingness to learn are important. Q: What are the working hours for this role? A: The working hours are flexible and can be arranged to fit around your school schedule. Q: Will training be provided? A: Yes, comprehensive training will be provided to ensure you are fully prepared for your responsibilities. Q: What growth opportunities exist within this role? A: There are numerous opportunities for career advancement within Hirevector, especially for dedicated employees who excel in their roles. Apply Now! Ready to take the first step in your career? Apply now for the Data Entry Clerk position at Hirevector and join our team of innovative and dedicated professionals!

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