Strongpoint Partners · 1 month ago
Retirement Plan Sales & Investment Analyst, (JPC)
Boulder, CO
Full-time
Hybrid
New Grad, Entry Level
$65K/yr - $75K/yrStrongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. They are seeking a Retirement Plan Sales & Investment Analyst to support Sales, Investment, and Onboarding Teams, contributing to business development and client service.
Financial ServicesHuman ResourcesProfessional ServicesRetirement
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
Qualification
Required
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
Preferred
Experience in 401(k) plan administration, retirement services, or financial services preferred
Experience with Relius or similar industry software is a plus
ASPPA or NIPA credentials (or interest in pursuing them) preferred but not required
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.
Company
Strongpoint Partners
Strongpoint Partners provides retirement plan administration, payroll, financial, recordkeeping, HR, and fiduciary services.
Founded in 2021
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Danny Hest
Chief Executive Officer
Recent News
Company data provided by crunchbase