Retirement Plan Operations Specialist

Location: Remote EST  About MediaRadar MediaRadar, now including the data and capabilities of Vivvix, powers the mission-critical marketing and sales decisions that drive competitive advantage. Our competitive advertising intelligence platform enables clients to achieve peak performance with always-on data and insights that span the media, creative, and business strategies of five million brands across 30+ media channels. By bringing the advertising past, present, and future into focus, our clients rapidly act on the competitive moves and emerging advertising trends impacting their business. About the Role As MediaRadar positions itself for accelerated growth, we are expanding our FP&A function to support our most critical strategic decisions. Reporting into the Strategic Finance function, the Sr Strategic Finance Analyst, will be the technical engine behind our most sophisticated analytical and financial modeling efforts. In close collaboration with our Strategic Finance team, this role will play a pivotal part in designing, building, and operationalizing net-new models that shape product, pricing, investment, and M&A strategy. This is a high-impact, high-visibility role ideal for a creative thinker with strong modeling capabilities, a passion for data-driven decision-making, and an ability to translate complex analyses into actionable business insights. Key Responsibilities: What You’ll Do: Collaborate with our Senior Director of FP&A to develop advanced financial and strategic models that support executive decision-making and drive company growth. Quantify the financial impact of major strategic initiatives including: New product launches (e.g., market sizing, ROI, adoption curves, capital budgeting) Pricing strategiesM&A evaluation and integration modeling Build and maintain scenario and sensitivity analyses to guide and de-risk investment decisions. Partner with RevOps to create predictive models around key business drivers, such as: Churn forecasting Pipeline performance Upsell probability and client growth Collaborate with Technology and Commercial teams to support strategic initiatives through robust financial modeling and funnel analytics. Good understanding of SaaS economics and business modeling. Conduct advanced cohort analytics to evaluate client behavior over time. Work cross-functionally to transition models into operational tools and dashboards for ongoing use. Ability to translate data into action-oriented recommendations. Requirements What You’ve Done: 3–5 years of experience in SaaS FP&A, financial modeling, strategic analytics, or a similar role is a must. Proven ability to develop complex models from scratch in Microsoft Excel. Deep understanding of corporate finance, capital budgeting, and business strategy. Strong collaboration skills; experience working cross-functionally with RevOps, Product, Development and Marketing. Experience working in an accelerated growth business with ever changing business needs. Excellent communication and presentation skills with a focus on clarity and business impact. Experience with scenario planning, sensitivity analysis, and predictive modeling preferred. Background in SaaS, technology, or media industries is a plus. Familiarity with SQL or Python is a bonus but not required. Benefits In addition to career progression, training and development, and an excellent work/life balance, future Radarians can expect a great benefits package that includes: Medical, Dental & Vision Insurance 401k with Company Match Flexible PTO Commuter Benefits Gym Discounts Summer Fridays At MediaRadar, we are committed to creating an inclusive and accessible workplace where everyone can thrive. We believe that diversity of backgrounds, perspectives, and experiences makes us stronger and more innovative. We are proud to be an Equal Opportunity Employer and make employment decisions without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, or any other legally protected status. In accordance with the EEO-1 reporting requirements, we collect demographic data as part of our efforts to ensure fair and equitable hiring practices across all levels of our organization. This is a full-time exempt role with a base salary range of $120,000-$135,000, plus benefits. A final compensation offer will ultimately be based on the candidate's location, skill level and experience, and the Company's pay equity. We are also committed to ensuring our recruitment process is accessible to all applicants. If you need a reasonable accommodation during the application or interview process, please contact us at careers@mediaradar.com. We’re excited to meet people who share our values and want to build the future with us!

Location: Remote EST  About MediaRadar MediaRadar, now including the data and capabilities of Vivvix, powers the mission-critical marketing and sales decisions that drive competitive advantage. Our competitive advertising intelligence platform enables clients to achieve peak performance with always-on data and insights that span the media, creative, and business strategies of five million brands across 30+ media channels. By bringing the advertising past, present, and future into focus, our clients rapidly act on the competitive moves and emerging advertising trends impacting their business. About the Role As MediaRadar positions itself for accelerated growth, we are expanding our FP&A function to support our most critical strategic decisions. Reporting into the Strategic Finance function, the Sr Strategic Finance Analyst, will be the technical engine behind our most sophisticated analytical and financial modeling efforts. In close collaboration with our Strategic Finance team, this role will play a pivotal part in designing, building, and operationalizing net-new models that shape product, pricing, investment, and M&A strategy. This is a high-impact, high-visibility role ideal for a creative thinker with strong modeling capabilities, a passion for data-driven decision-making, and an ability to translate complex analyses into actionable business insights. Key Responsibilities: What You’ll Do: Collaborate with our Senior Director of FP&A to develop advanced financial and strategic models that support executive decision-making and drive company growth. Quantify the financial impact of major strategic initiatives including: New product launches (e.g., market sizing, ROI, adoption curves, capital budgeting) Pricing strategiesM&A evaluation and integration modeling Build and maintain scenario and sensitivity analyses to guide and de-risk investment decisions. Partner with RevOps to create predictive models around key business drivers, such as: Churn forecasting Pipeline performance Upsell probability and client growth Collaborate with Technology and Commercial teams to support strategic initiatives through robust financial modeling and funnel analytics. Good understanding of SaaS economics and business modeling. Conduct advanced cohort analytics to evaluate client behavior over time. Work cross-functionally to transition models into operational tools and dashboards for ongoing use. Ability to translate data into action-oriented recommendations. Requirements What You’ve Done: 3–5 years of experience in SaaS FP&A, financial modeling, strategic analytics, or a similar role is a must. Proven ability to develop complex models from scratch in Microsoft Excel. Deep understanding of corporate finance, capital budgeting, and business strategy. Strong collaboration skills; experience working cross-functionally with RevOps, Product, Development and Marketing. Experience working in an accelerated growth business with ever changing business needs. Excellent communication and presentation skills with a focus on clarity and business impact. Experience with scenario planning, sensitivity analysis, and predictive modeling preferred. Background in SaaS, technology, or media industries is a plus. Familiarity with SQL or Python is a bonus but not required. Benefits In addition to career progression, training and development, and an excellent work/life balance, future Radarians can expect a great benefits package that includes: Medical, Dental & Vision Insurance 401k with Company Match Flexible PTO Commuter Benefits Gym Discounts Summer Fridays At MediaRadar, we are committed to creating an inclusive and accessible workplace where everyone can thrive. We believe that diversity of backgrounds, perspectives, and experiences makes us stronger and more innovative. We are proud to be an Equal Opportunity Employer and make employment decisions without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, or any other legally protected status. In accordance with the EEO-1 reporting requirements, we collect demographic data as part of our efforts to ensure fair and equitable hiring practices across all levels of our organization. This is a full-time exempt role with a base salary range of $120,000-$135,000, plus benefits. A final compensation offer will ultimately be based on the candidate's location, skill level and experience, and the Company's pay equity. We are also committed to ensuring our recruitment process is accessible to all applicants. If you need a reasonable accommodation during the application or interview process, please contact us at careers@mediaradar.com. We’re excited to meet people who share our values and want to build the future with us!

Overview Legal & General is a leader in Pension Risk Transfer with over 30 years of experience globally, servicing over a million annuitants. Building on our global success, we established our Pension Risk Transfer platform in the US in 2015.  The business has grown steadily and in 2020 we eclipsed $1.6 billion in premium written. At Legal & General Retirement America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live.  We are passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more.  We strive to create a unique environment where balance between work and life is possible.  Purpose and Objective This is a multi-faceted role in which the Senior Administrative Assistant will take initiative and operate in an autonomous way; applying a proactive approach to anticipate and fulfill the local administrative needs of two members of the Senior Leadership Team. The Senior Administrative Assistant will handle and maintain calendar activity, coordinate travel and respond to emails and information requests. This will include coordinating meetings and conferences with both internal and external sources and compiling information from various sources for routine inquiries and reports. Additionally, this position will provide backup support to other administrative support professionals. This person is confident in their approach and proactive in delivering on objectives, understanding the key relationships, and priorities for the people they support. The ideal candidate will be a self-starter and a positive relationship builder, which will be critical to handling the needs of the organization. Role and Responsibilities                                      Calendar management for assigned leaders: accept/decline, establish intimate knowledge of meeting requests in order to prioritize and make decisions on behalf of leaders, and proactively resolves calendar conflicts Schedule detailed travel arrangements Handle travel & expenses for assigned leaders Schedule meetings, conferences and events; collaborate with other assistants to coordinate schedules, reserve appropriate conference rooms, catering orders, prepare room and required materials for meetings’ needs. Prepare meeting agendas and take minutes at meetings to circulate action items for follow-up Handles visitors for assigned leaders; greeting visitors, booking conference rooms/workstations, etc. Finalize high-level materials; review, edit, format semi-final draft materials prepared by leaders (e.g. communications, letters, PowerPoint slides, Excel exhibits) to produce a polished final product. Handle the time-keeping process for employees in business area Draft correspondence on behalf of leader and/or department with minimal input Assist Facility Operations Manager as needed with shared office responsibilities Participate in ad hoc projects Build and maintain systems and processes as needed to address business needs May handle other tasks as needed Requirements Qualifications Education / Experience / Knowledge Minimum of 10 years of relevant experience at an appropriate level. Experience with international firms is a plus. Skills / Competencies Extremely well-organized and detail oriented. Initiative-taking and initiative-taking. Ability to work effectively under pressure in a challenging environment with shifting priorities. Capable of working independently while exercising sound judgment and flexibility. Strong multitasking skills with the ability to manage competing deadlines and resolve scheduling conflicts. Excellent communication and customer service skills. High sensitivity to confidential information and professional discretion. Strong problem assessment and problem-solving abilities. Proficiency in Microsoft Office Suite, especially Outlook; familiarity with other business systems and general technology tools. Benefits We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. 10 - 25 vacation days depending on experience level and years of service 4 floating holidays & 2 personal days 10 - 15 sick days, depending on years of service 2 paid volunteering days Health benefits, including medical, dental, and vision coverage Supplemental health benefits and life insurance 6 weeks of paid parental and maternal leave Immediate vesting into a 401k savings plan with up to 6% company match 100% employer-contributed Pension Plan - Cash Balance Plan after 1 year of service Flexible Workspace and Arrangements Tuition and Certification reimbursements Infertility and domestic partner benefits The expected hiring compensation range for this position is $80,000 - $100,000 USD annually. Base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The current bonus target for the position is 5% of the base salary with a stretch to twice the target, modified for corporate and individual performance. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Overview Legal & General is a leader in Pension Risk Transfer with over 30 years of experience globally, servicing over a million annuitants. Building on our global success, we established our Pension Risk Transfer platform in the US in 2015.  The business has grown steadily and in 2020 we eclipsed $1.6 billion in premium written. At Legal & General Retirement America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live.  We are passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more.  We strive to create a unique environment where balance between work and life is possible.  Purpose and Objective This is a multi-faceted role in which the Senior Administrative Assistant will take initiative and operate in an autonomous way; applying a proactive approach to anticipate and fulfill the local administrative needs of two members of the Senior Leadership Team. The Senior Administrative Assistant will handle and maintain calendar activity, coordinate travel and respond to emails and information requests. This will include coordinating meetings and conferences with both internal and external sources and compiling information from various sources for routine inquiries and reports. Additionally, this position will provide backup support to other administrative support professionals. This person is confident in their approach and proactive in delivering on objectives, understanding the key relationships, and priorities for the people they support. The ideal candidate will be a self-starter and a positive relationship builder, which will be critical to handling the needs of the organization. Role and Responsibilities                                      Calendar management for assigned leaders: accept/decline, establish intimate knowledge of meeting requests in order to prioritize and make decisions on behalf of leaders, and proactively resolves calendar conflicts Schedule detailed travel arrangements Handle travel & expenses for assigned leaders Schedule meetings, conferences and events; collaborate with other assistants to coordinate schedules, reserve appropriate conference rooms, catering orders, prepare room and required materials for meetings’ needs. Prepare meeting agendas and take minutes at meetings to circulate action items for follow-up Handles visitors for assigned leaders; greeting visitors, booking conference rooms/workstations, etc. Finalize high-level materials; review, edit, format semi-final draft materials prepared by leaders (e.g. communications, letters, PowerPoint slides, Excel exhibits) to produce a polished final product. Handle the time-keeping process for employees in business area Draft correspondence on behalf of leader and/or department with minimal input Assist Facility Operations Manager as needed with shared office responsibilities Participate in ad hoc projects Build and maintain systems and processes as needed to address business needs May handle other tasks as needed Requirements Qualifications Education / Experience / Knowledge Minimum of 10 years of relevant experience at an appropriate level. Experience with international firms is a plus. Skills / Competencies Extremely well-organized and detail oriented. Initiative-taking and initiative-taking. Ability to work effectively under pressure in a challenging environment with shifting priorities. Capable of working independently while exercising sound judgment and flexibility. Strong multitasking skills with the ability to manage competing deadlines and resolve scheduling conflicts. Excellent communication and customer service skills. High sensitivity to confidential information and professional discretion. Strong problem assessment and problem-solving abilities. Proficiency in Microsoft Office Suite, especially Outlook; familiarity with other business systems and general technology tools. Benefits We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. 10 - 25 vacation days depending on experience level and years of service 4 floating holidays & 2 personal days 10 - 15 sick days, depending on years of service 2 paid volunteering days Health benefits, including medical, dental, and vision coverage Supplemental health benefits and life insurance 6 weeks of paid parental and maternal leave Immediate vesting into a 401k savings plan with up to 6% company match 100% employer-contributed Pension Plan - Cash Balance Plan after 1 year of service Flexible Workspace and Arrangements Tuition and Certification reimbursements Infertility and domestic partner benefits The expected hiring compensation range for this position is $80,000 - $100,000 USD annually. Base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The current bonus target for the position is 5% of the base salary with a stretch to twice the target, modified for corporate and individual performance. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients.  In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele.  This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor.  This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience. Requirements ·       Minimum 3-5 years of experience in financial advising ·       Life, Health and Accident  License – State of CT ·       FINRA Series 7 and FINRA 66 License ·       Well organized with the ability to manage time effectively with multiple priorities ·       Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics ·       Clean record with SEC and FINRA Skills Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning Coachable and trainable to fit the culture of the company and succeed in a service-orientated business Benefits Annual base income $48,000 plus competitive grid payout

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients.  In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele.  This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor.  This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience. Requirements ·       Minimum 3-5 years of experience in financial advising ·       Life, Health and Accident  License – State of CT ·       FINRA Series 7 and FINRA 66 License ·       Well organized with the ability to manage time effectively with multiple priorities ·       Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics ·       Clean record with SEC and FINRA Skills Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning Coachable and trainable to fit the culture of the company and succeed in a service-orientated business Benefits Annual base income $48,000 plus competitive grid payout