Retirement Plan Sales & Investment Analyst, (JPC)
About The Position
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.
Requirements
- 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.
- 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.
Nice To Haves
- Experience with Relius or similar industry software is a plus.
- ASPPA or NIPA credentials (or interest in pursuing them) preferred but not required.
Responsibilities
- 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.
- 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.
- 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.).
- 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.
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
51-100 employees
