Retirement Plan Sales & Investment Analyst; JPC

Overview

Remote / Boulder, CO

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, 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:

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 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).

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.

• 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.
• 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.

• 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…