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Company Overview
PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts. At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision.
Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success. To learn more, visit https://www.pcsretirement.com/
Job Summary
The Strategic Accounts Operations Specialist ensures consistent service delivery and operational excellence across PCS’s largest accounts. This role drives cross-functional coordination, manages onboarding and technology initiatives, and develops reporting frameworks to measure success. The ideal candidate is detail-oriented, tech-savvy, and skilled at building collaborative relationships internally and externally.
Job Responsibilities
Service Delivery & Standardization
- Define and implement a standardized service delivery model across strategic accounts.
- Ensure operational consistency and adherence to SLAs for onboarding and ongoing support.
- Manage ongoing oversight of firm-specific investment models and unique operational requirements to ensure accuracy, compliance, and alignment with strategic account expectations
Cross-Functional Coordination
- Act as the central liaison between internal teams (Sales, Marketing, Product, Technology, Legal) to manage data exchanges, contractual obligations, and operational workflows.
- Facilitate collaboration during critical lifecycle milestones (deal negotiations, onboarding, implementation).
Reporting & Analytics
- Develop and maintain standardized reporting and scorecards to measure KPIs such as client satisfaction, operational efficiency, and revenue growth.
- Analyze trends and provide actionable insights to internal leadership and external partners.
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Requests for Proposal (RFP) or Requests for Information (RFI) Management
- Oversee the complete lifecycle of RFP and RFI responses, including requirements gathering, task assignment, and timely submission.
- Track proposal timelines, deliverables, and status updates; provide regular progress reports to stakeholders.
- Maintain and optimize a centralized repository of standard RFP/RFI content, templates, and supporting documentation for efficient reuse.
Process Improvement & Technology Projects
- Identify and implement operational efficiencies, automation opportunities, and best practices.
- Support technology projects and new product rollouts for strategic accounts.
Client Relationship Support
- Serve as an operational point of contact for strategic accounts, ensuring smooth onboarding and ongoing service.
- Manage escalations and maintain proactive communication with key stakeholders.
Requirements
Education & Experience
- Bachelor’s degree in Business, Operations Management, or related field.
- 3–5 years in operations, account management, or project management (preferably in financial services).
Technical Skills
- Proficiency in data analysis tools (Excel, Power BI, Tableau).
- Familiarity with CRM systems (SalesForce) and workflow management platforms.
Core Competencies
- Strong analytical and problem-solving skills.
- Excellent communication and collaboration abilities.
- Project management expertise (PMP or similar certification is a plus).
- Ability to manage multiple priorities in a fast-paced environment.
Preferred Skills
- Knowledge of data analysis, data modeling and data mapping is a plus
- Experience with operational methodologies (Lean, Six Sigma).
- Understanding of retirement plan industry or financial services operations.
Remote Work Information
For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider.
Please ensure that you are able to meet these expectations before applying.
Compensation Information
The average salary for this position is expected to be between $65,000 and $XX/[hour/year] however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc.
For more information, please visit pcsretirement.com/careers
Additional Information
As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
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. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
