Top 7412 Level up financial Jobs in Remote

Senior Defined Contribution Plan Consultant (REMOTE, EST)
Vision Financial Group CPAs LLP —Remote
- $80,000 - $90,000 a year
- Full-time
- Remote
- Management
- Mentoring
- Senior level
- Health insurance
- Dental insurance
Quick Apply
13d
Remote Functional Nutrition Dietitian- Bilingual in Spanish
Utopia WellCare —Remote
- $50 an hour
- Part-time
- Remote
- Spanish
- 5 years
- Mid-level
- Flexible schedule
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8d
Functional Nutrition Dietitian (Remote)
Utopia WellCare —Remote
- From $50 an hour
- Part-time
- Remote
- Spanish
- 5 years
- English
- Flexible schedule
Quick Apply
Sales and Operations Manager
Daybrook Fisheries Inc. —Remote
- Full-time
- Remote
- 5 years
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
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8d
CPA Firm Remote Manager-Fractional CFO & Advisory: Embrace Actual Work-Life Balance
Reis & Reis CPAs & Advisors —Remote
- $45 - $65 an hour
- Overtime
- Remote
- CPA
- 5 years
- Research
- Health savings account
- Health insurance
Quick Apply
VP / Senior Director, Business Development
HealthRecon Connect —Remote
- $175,000 - $200,000 a year
- Full-time
- Remote
- Background check
- 7 years
- Up to 50% travel
- Paid parental leave
- Health savings account
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Director of Sales – Composites & Carbon Fiber (Americas)
Mitsubishi Chemical Advanced Materials —Remote
- $206,955 - $236,520 a year
- Full-time
- Remote
- Up to 50% travel
- Business development
- Continuous improvement
- Health savings account
- Health insurance
Quick Apply
Senior Accountant - Waltham, MA
Alloy Therapeutics —Remote
- $110,000 - $150,000 a year
- Full-time
- Hybrid work
- CPA
- Office
- 3 years
- Paid parental leave
- Disability insurance
Director, Channel & Pricing Strategy
Novartis —Remote
- $194,600 - $361,400 a year
- Full-time
- Remote
- Analysis skills
- Bachelor's degree
- Travel
- Health insurance
- 401(k) matching
Investment Advisor Representative
Independent Wealth Network —Remote
- Up to $750,000 a year
- Full-time
- Remote
- Background check
- Mid-level
- Business development
- Flexible schedule
Quick Apply
Project Controls Analyst
Teya Development Company LLC —Remote
- $85,000 - $110,000 a year
- Full-time
- Writing skills
- English
- Mid-level
- Health insurance
- Dental insurance
Event Ticket Closer (Capital Raising Summit)
Blazar Group, LLC —Remote
- $40,000 - $100,000 a year
- Weekends as needed
- Remote
- English
- Mid-level
- In-person
- Flexible schedule
Quick Apply
Sales Executive
Effyis, Inc. —Remote
- $130,000 - $170,000 a year
- Full-time
- Remote
- Up to 50% travel
- 5 years
- Travel
- Health savings account
- Paid holidays
Quick Apply
2d
Medicare Insurance Agent
Gallagher —Boynton Beach, FL
- $21 - $25 an hour
- Overtime
- Remote
- High school diploma or GED
- Bachelor's degree
- Communication skills
- Paid parental leave
- Health savings account
Pharmacy Editor
GoodRx —Remote
- $139,000 - $242,000 a year
- Full-time
- Management
- 5 years
- Research
- Employee stock purchase plan
- Paid holidays
Remote Bookkeeper
Integra Global Solutions —Remote
- Full-time
- Remote
- Finance
- Bachelor's degree
- QuickBooks
- Paid training
- Health insurance
Account Manager
Array —Remote
- $120,000 a year
- Full-time
- Remote
- 5 years
- Analysis skills
- Contracts
- Commuter assistance
- Health insurance
Financial Services Consultant
Intrepid Financial Consulting —Remote
- $69,365 - $87,321 a year
- Part-time
- Remote
- Customer service
- No experience needed
- Organizational skills
- Work from home
- Flexible schedule
Quick Apply
Accounts Payable Specialist
Dexter —Remote
- Full-time
- Remote
- Mid-level
- 2 years
- Communication skills
Quick Apply
Accounts Payable Specialist
Atlas Travel & Technology Group Inc —Remote
- $55,000 - $65,000 a year
- Full-time
- Remote
- English
- Mid-level
- Office

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Senior Defined Contribution Plan Consultant (REMOTE, EST)

Vision Financial Group CPAs LLP
Remote

Quick Apply

Job Details

Full-time
$80,000 - $90,000 a year
13 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Benefits administration
Defined contribution retirement plans
Record keeping
Spreadsheets
Compliance reporting
Attention to detail
Regulatory compliance analysis
Business
Associate's degree
Process management
Accounting
Trust accounting

Full Job Description

***This is a remote role; however, candidates must be based in the Eastern Time Zone or on the East Coast.***

VFG TPA Services

Senior ERISA Defined Contribution (401(k)) Plan Consultant – TPA

Totowa, NJ
$80,000 – $90,000

VFG Advisory is building a dedicated Third-Party Administration (TPA) retirement plan services team from the ground up. This is an opportunity to join early, shape operational standards, and grow into a leadership role as the practice expands.

We are seeking a hands-on, technically strong Defined Contribution Plan Administrator with deep experience in ERISA compliance, 401(k) plan administration, and government reporting. This is not a general accounting or HR role — it is a specialized retirement plan compliance position.

What This Role Is

You will independently manage a portfolio of defined contribution retirement plans, ensuring accurate administration, compliance testing, and regulatory reporting. You will act as a technical subject matter expert in ERISA qualified plans, working directly with clients, advisors, and internal staff.

Core Responsibilities

Defined Contribution Plan Consultant

Fully administer 401(k), profit sharing, and other defined contribution plans for small to mid-sized employers
Maintain plan-level records, eligibility tracking, vesting schedules, and participant data integrity
Process participant transactions including:
Loans and repayments
Hardship withdrawals
Termination distributions
Beneficiary and QDRO-related distributions

Compliance Testing (Core Function)

Perform and review all annual compliance testing, including:
ADP / ACP testing
410(b) coverage testing
Top-heavy testing
IRC 415 annual additions testing
Cross-testing / allocation testing (where applicable)
Identify and resolve compliance failures with correction recommendations under EPCRS guidelines

Government Reporting & Filings

Prepare and review Form 5500 filings and supporting schedules
Prepare required participant tax forms including 1099-R and related reporting
Coordinate with auditors during plan audits and respond to audit inquiries

Trust & Financial Reconciliation

Reconcile trust/custodial statements to participant recordkeeping systems
Validate contributions, forfeitures, earnings allocations, and employer funding
Identify and resolve discrepancies between payroll feeds, trust activity, and recordkeeping systems

Client & Advisor Interaction

Serve as a primary technical contact for plan sponsors and financial advisors
Explain compliance results, testing outcomes, and required corrections in clear terms
Support plan design changes, conversions, and takeover implementations
Participate in client and advisor meetings as needed

Internal Leadership (for Senior Level)

Review work prepared by junior administrators for accuracy and compliance
Support training and mentoring of developing staff
Help establish standardized procedures and scalable workflows as the TPA practice grows

Required Qualifications (Must-Have)

3-5+ years of hands-on Defined Contribution / 401(k) plan administration experience in a TPA, recordkeeping, or retirement plan services environment
Direct experience performing ERISA compliance testing (ADP/ACP, 410(b), 415, top-heavy)
Experience preparing Form 5500 filings
Strong understanding of ERISA and Internal Revenue Code qualified plan rules
Experience handling participant-level transactions (loans, distributions, QDROs)
Proficiency with Microsoft Excel and data-heavy plan reconciliation work
Strong written and verbal communication skills

Preferred Qualifications

QKA, QPA, or similar retirement plan credential
Experience with TPA/recordkeeping systems such as:
ASC
FT William
Relius
Datair
Experience with plan conversions or new plan installations
Exposure to audit coordination for retirement plans

What Success Looks Like

Accurate, timely completion of annual compliance testing cycles
Clean Form 5500 filings with minimal corrections
Strong client trust due to clear, confident communication of complex rules
Ability to independently manage a full book of plans with minimal oversight
Contribution to building scalable TPA processes from the ground up

Pay: $80,000.00 - $90,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: Remote

Quick Apply

Refine Your Search

level up financial jobs in remote

Senior Defined Contribution Plan Consultant (REMOTE, EST)

Remote Functional Nutrition Dietitian- Bilingual in Spanish

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VP / Senior Director, Business Development

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Senior Accountant - Waltham, MA

Director, Channel & Pricing Strategy

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Project Controls Analyst

Event Ticket Closer (Capital Raising Summit)

Sales Executive

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Remote Bookkeeper

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Accounts Payable Specialist

Accounts Payable Specialist

I want to receive the latest job alert for level up financial in remote

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