Analyst, Applied Plan Services

ABOUT ABOON

Setting up a 401(k) shouldn't be the hardest thing a business ever does. But retirement plan administration is complex, fragmented, and manual, and it slows down both business owners and the financial advisors who serve them. Aboon was founded to change that.

We're an AI-native platform and third-party administrator that makes it easy for financial advisors to find, win, and grow 401(k)s and other retirement products by pairing streamlined workflows with dedicated human service. Backed by leading investors including Bain Capital and Edward Jones Ventures, we bring decades of experience building for advisors and the retirement industry. We're looking for exceptional, mission-driven people to build it with us.

ABOUT THE ROLE

Aboon operates as an AI Native Services (AINS) business: we build agents that do plan servicing work, with people supervising them. Our Applied Plan Services team works in pods with engineers from our Applied AI team to build, test, and improve those agents.

As an Analyst on our Applied Plan Services team, you'll handle the work that requires human expertise. Some of our tasks are automated but need a person to review complex cases. Other tasks aren't automated yet and must be completed manually until we can develop an automation.

You'll also help us improve how that work gets done. By identifying repeatable tasks and documenting what you've learned, you'll help move more work toward automation.

You'll report to the Head of Applied Plan Services and work closely with our Applied AI team, Plan Administrators, and Relationship Managers.

WHAT YOU'LL DO

• Review complex cases. Investigate cases our automations flag for human review - for example, tracing a payroll discrepancy and discovering how a payroll provider reports manual check adjustments through an integration.
• Complete manual work. Perform tasks that aren't automated yet, like setting up a corrective contribution in a recordkeeper platform where automation is higher risk.
• Find opportunities to automate. Identify repetitive tasks and document the steps and decisions involved - for example, discovering a common pattern in the way safe harbor calculations are performed for a group of clients and documenting the rules so the process can be automated.

WHO YOU ARE

• You enjoy solving complex technical problems and take pride in getting the details right.
• You want to know how things work and how they can work better.
• You manage competing priorities and deliver accurate work in a high-volume, deadline-driven environment.
• You're excited to use AI and automations in your daily work and help improve how retirement plan administration gets done.

WHAT YOU BRING

Required

• 4+ years in defined contribution plan administration, with working knowledge of compliance testing, contribution calculations, and day-to-day plan operations
• Strong analytical skills, including reviewing plan data, reconciling discrepancies, and researching complex technical questions
• Comfort learning and using AI tools to support your daily work
• Comfort with change and evolving responsibilities at an early-stage company
• Clear communication with team members

Nice to have

• QKA credential, or working toward one
• Experience with QA or review work for software or automation
• Familiarity with ftwilliam and major recordkeeper servicing platforms
• Experience at a fintech, wealthtech, or high-growth startup

WHAT WE OFFER

Compensation

The base salary range for this role is $100,000-$125,000, depending on experience, skills, and location. Total compensation also includes an annual bonus and equity.

Benefits

• Comprehensive health, dental, and vision insurance, with additional optional coverage
• 401(k) with company match
• Flexible paid time off and holidays
• 10 weeks paid parental leave
• A fully remote work environment, with all the technology and equipment you need
• Support for professional development and career growth

Location

Remote, though we encourage in-person attendance at 1-2 company retreats per year. This role is open to candidates based in the US. Work authorization required; no visa sponsorship.

Aboon is an Equal Opportunity Employer. We encourage applications from all qualified individuals and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected status.