Build what the retirement
industry runs on next.
We are hiring across engineering, product, AI, and go-to-market, and adding advisors and operators to the team. If you want to change how advisors run retirement plans, we want to hear from you.
What we believe.
Advisors run plans on recordkeeper portals, PDFs, and spreadsheets. We are replacing that stack.
We build for advisors and the participants they serve, and we make decisions for the long term. Lock-in, house funds, and quarterly targets don't get a vote.
The newest hire and the most senior person work the same problems in the same room. The better argument wins, whatever the title.
We ship fast and keep the software solid, because advisors use it for fiduciary work in a regulated industry.
We hire experts and skip the micromanagement. You get a real part of the company to run, and we trust your judgment with it.
The case for joining now.
Retirement plan advisors juggle six tools to do one job. We are building the operating system that replaces them.
You work directly with product, customers, and leadership, and what you build reaches users fast.
Six modules, an AI layer, and a regulated industry. There is more product to build here than any one person will touch.
Competitive compensation and a clear path to grow as the company does.
Six open roles.
Each role owns a real part of the product or the business and grows as the company does. Apply through the form and a person on our team will reply, usually within 48 hours.
Build and maintain the web applications advisors use each day, in React, Node.js, and PostgreSQL across the full stack.
- Design, build, and maintain scalable web applications using React, Node.js, and PostgreSQL
- Work with product, design, and other engineers to take new features from spec to production
- Write clean, maintainable, and well-tested code
- Participate in code reviews and help shape engineering best practices
- Contribute to architectural decisions and technical strategy
- You have shipped production web products across the full stack
- You care about how clean code maps to the way advisors work
- You want to take ownership of major product areas and grow into technical leadership
Own the roadmap and turn what you learn from advisors into features they adopt.
- Own the product roadmap and prioritize features based on customer needs and business goals
- Work with engineering, design, and sales to ship what customers need
- Gather and analyze user feedback to inform product decisions
- Define clear requirements and success metrics for new features
- Run product launches and help customers adopt new features
- You want to shape the direction of a fast-growing SaaS platform
- You think in workflows and outcomes
- Retirement, wealth, or workflow-heavy SaaS experience is a strong plus
Develop and deploy the AI/ML that automates 401(k) plan management work across PlanSync's modules.
- Develop and deploy AI/ML models that automate 401(k) plan management workflows
- Work with large plan datasets and build features on top of them
- Collaborate with product and engineering teams to integrate AI solutions into the platform
- Research current machine learning techniques and put the useful ones into production
- Write production-quality Python code and maintain scalable ML pipelines
- You have shipped LLM or ML features to production users
- You care about evals, source citations, and safe outputs as much as model performance
- You want to own how PlanSync extracts, cites, and checks plan-document data
Find and qualify the advisors and firms who need PlanSync, and set the table for our Account Executives.
- Identify and qualify new sales opportunities for PlanSync's 401(k) management platform
- Conduct outreach via phone, email, and social channels to engage potential clients
- Schedule and coordinate product demos for Account Executives
- Maintain accurate records in CRM and report on pipeline activity
- Collaborate with marketing to refine messaging and campaigns
- You are organized and persistent, and you like prospecting
- You want an uncapped commission structure and a clear path to promotion
- You thrive with flexible hours in a remote-friendly environment
Build and lead PlanSync's sales team as we sell to retirement advisors.
- Build, lead, and mentor a high-performing sales team
- Write and run the sales plan that hits our growth targets
- Establish and track key performance metrics and accountability systems
- Cultivate relationships with enterprise clients and industry partners
- Work closely with leadership to refine go-to-market strategy
- You have built and scaled a B2B sales team in retirement, wealth, fintech, or vertical SaaS
- You want an uncapped commission structure and significant equity
- You thrive with flexible hours in a remote-friendly environment
Lend your expertise and network to help shape PlanSync's product, strategy, and place in the 401(k) industry.
- Provide strategic guidance and industry expertise to the executive team
- Advise on product direction, go-to-market strategy, and business development
- Use your network to open doors and bring in new business
- Help set PlanSync's direction in the 401(k) industry
- Participate in quarterly board meetings and ad-hoc consultations
- You are a respected leader in retirement, wealth, or employee benefits
- You have a network you are glad to open for a company you believe in
- You want a say in how advisors will run plans
Tell us what you would build here. We read each open application.