RETIREMENT & FINANCIAL WELLNESS ANALYST - CHARLOTTE (HYBRID)

RETIREMENT & FINANCIAL WELLNESS ANALYST - CHARLOTTE (HYBRID) Job Summary We are seeking an experienced and highly self-directed Retirement & Financial Wellness analyst to oversee the design, administration, compliance, and continuous enhancement of retirement and financial wellness programs. This role requires expertise in qualified and non-qualified retirement plans, including 401(k), pension, and deferred compensation plans, as well as financial wellness initiatives such as earned wage access, emergency savings programs, and financial guidance. Key Responsibilities Manage the administration, governance, and ongoing operations of 401(k), pension, and non-qualified deferred compensation plans. Partner with recordkeepers, actuaries, payroll, legal, and external consultants to ensure effective plan administration and issue resolution. Oversee compliance testing, audits, regulatory filings, and participant communications. Monitor legislative and regulatory developments and recommend actions to ensure ongoing compliance. Lead and enhance financial wellness initiatives including earned wage access, emergency savings programs, and financial guidance offerings. Resolve complex employee escalations independently. Serve as the subject matter expert for retirement and financial wellness programs. Drive operational improvements, process efficiencies, and control enhancements. Provide participant support, explaining retirement programs, answering questions, and analyzing and resolving issues logically and effectively. Handle sensitive HR information and documents with a high degree of confidentiality, urgency and attention to detail. Preferred Qualifications Strong knowledge of 401(k), pension, and non-qualified deferred compensation plans. 5+ years of retirement and financial wellness experience or other relevant experience; HR support experience strongly preferred. Working knowledge of ERISA and retirement compliance requirements. Strong communication and stakeholder management skills. Advanced Microsoft Excel skills (e.g. use of pivot tables and formulas). Intermediate proficiency in Microsoft Word and PowerPoint. Excellent organizational skills with strong follow-through and attention to detail. Proven ability to manage multiple priorities independently in a fast-paced, dynamic environment. Ability to handle sensitive and confidential information with discretion. Collaborative mindset with a strong team-oriented approach. Analytical and problem-solving skills. Bachelor’s degree in Human Resources, Finance, Business Administration, or related field. Compass Group is an equal opportunity employer. At Compass, we are committed to treating all applicants and associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Compass Corporate maintains a drug-free workplace. Applications are accepted on an ongoing basis. Benefits Associates at Corporate are offered many fantastic benefits. Medical Vision Life Insurance / AD Disability Insurance Retirement Plan Paid Time Off Holiday Time Off (varies by site/state) Personal Leave Associate Shopping Program Health and Wellness Programs Discount Marketplace Identity Theft Protection Pet Insurance Employee Assistance Program Flexible Spending Accounts (FSAs) #J-18808-Ljbffr Compass Group USA