New Business Specialist

Are you the kind of person who finds deep satisfaction in making things run smoothly for others — the one who knows that behind every confident client experience is someone who handled the details with care, accuracy, and follow-through?

At Simple Path Retirement, the New Business Processor plays a pivotal role in shaping a client’s first real experience with our firm. This role sits at the intersection of trust, precision, and momentum. From the moment a client says “yes,” you help ensure their transition is seamless, well-communicated, and handled with professionalism that instills confidence from day one.

We’re a boutique retirement planning firm known for high standards and white-glove service, and this role is essential to delivering on that promise. As a New Business Processor, you’ll own the onboarding and implementation process —
coordinating paperwork, tracking progress, communicating clearly, and making sure nothing slips through the cracks
. Your work allows advisors to focus on planning and relationships, while clients feel supported, informed, and secure every step of the way.

• Takes pride in accuracy, organization, and doing things the right way
• Understands that speed, clarity, and precision build trust
• Enjoys owning a process from start to finish
• Thrives in a structured, fast-paced, high-expectation environment
• Wants their work to truly matter — to clients, advisors, and the firm

• Competitive salary and amazing benefits
• Performance-based bonuses and incentives
• A beautiful, professional office environment
• A highly visible role with growth potential as the firm expands

If you’re energized by responsibility, value integrity and follow-through, and want to be part of a team that treats implementation as a critical part of the client experience — not an afterthought — this role may be an excellent fit.