45 jobs found in san mateo

Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building transparent and first-of-its-kind software, the Guideline team is combatting what has become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.    With over 4,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone. The Challenge: Operating as a product manager at Guideline is a compelling experience. We're reimagining systems that haven't been criticized in decades. Today's best examples are institutional and stale. Users can't develop proper mental models because the product UX speaks to someone with a background in finance. What if you had the opportunity to change the way people approach their personal finance? What if you had the opportunity to rethink your own? What if company-sponsored financial benefits were actually benefits? Requirements: 3+ years professional experience. Drive product vision and direction for our core 401(k) product and help shape the future of the industry Build relationships across the entire company -- engineering, operations, data science, compliance, sales, marketing, customer success and other business leaders – to understand gaps with existing products and services crucial to our business Own and create comprehensive product specifications Provide vision in mapping business questions to analytical products Educate leads, product managers, analysts, and other engineers about how best to use our systems to answer hard business questions and make better decisions using data. Classification Exempt

Introduction  At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building transparent and first-of-its-kind software, the Guideline team is combatting what’s, unfortunately, become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.    With over 3,000 companies on our platform and hundreds of millions of dollars in assets under management in just a couple years of operations we’re well on our way to making smart retirement planning easy for everyone.    Job Description Guideline is seeking a full cycle technical recruiter to join our Talent team. You will be our first recruiter and will help shape our Talent strategy as we continue our fast-paced growth.  The ideal person understands hiring for all levels, as well as the challenges of recruiting top talent in the Bay Area. He or she will enter with a strategy for hiring A players who are eager to ship product in a fast-growing startup. This is a perfect opportunity for someone who wants to make an immediate impact.    Responsibilities Develop a comprehensive, integrated recruiting strategy to attract top talent Own the full cycle recruiting process for technical talent, including sourcing and closing of all candidates Recruit passive candidates and identify attractive applicants, assessing skills, motivation, and fit Evaluate, streamline, and improve our current recruiting processes. Obsess about candidate experience and provide an efficient and high-touch experience for every candidate Act as a trusted partner to hiring managers by understanding hiring needs and goals inside out and by sharing actionable feedback and best practices Identify and measure key metrics to gauge recruitment efforts. We’re a data-driven company and think you should be too    Qualifications 3 - 5 years full cycle technical recruiting experience at a start-up Ability to partner with hiring managers, interview panels, and team members throughout the hiring process Ability to manage and prioritize multiple searches, projects, and competing priorities  Experience sourcing candidates in addition to managing organic applicant pipelines A drive to own and define processes as the first Talent hire A passion for financial technology and financial inclusion a plus Ability to pass background check and credit check for employment Compensation & Benefits At Guideline, we’re dedicated to creating a workspace environment that fosters creativity, collaboration, and hustle. Transforming a decades-old industry isn’t easy, so we reward our team with generous compensation and a robust benefits package. Competitive compensation with cash and stock option grants Unlimited vacation policy An employer-matched Guideline 401(k) Generous paid maternity/paternity leave policies Premium health benefits; Short and long-term disability benefits Daily catered lunch, in addition to more snacks, coffee, and beverages than you could ever consume Computer and monitor setup of your choosing Caltrain annual pass A spacious office in Hillsdale, steps away from Hillsdale Caltrain station, that happens to have an on-site beer garden, two Bocce Ball courts, and is conveniently across the street from Blue Bottle and Tin Pot.

Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.    With over 4,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.   Job Description Guideline is looking for our next People Operations team member to help Guideline scale through our next stage of growth. The ideal candidate will have experience in People Operations or HR at a fast-growing startup and understand that the challenges facing a startup evolve at each stage of growth.  We are seeking someone energized by the challenge of helping all Guideline team members thrive! Responsibilities   Manage the employee lifecycle, from onboarding to offboarding, streamlining existing processes and implementing new processes where necessary Partner with team leads to understand the changing needs of the businesses and institute consistent best practices Ensure compliance with local, state, and federal legal requirements by enforcing existing and new legislation (including assisting management in matters of immigration sponsorship)  Coordinate performance management across all teams to ensure all Guideline employees are getting the feedback and development opportunities they need Spearhead and foster a spirit of inclusion in the organization Build a learning and development strategy for both managers and individual contributors Partner with Legal & Compliance and Leadership in crafting company wide policies and ensuring adherence to laws and regulations Be an approachable resource for all employees in navigating Guideline and the employee experience Build out and manage a team to support Guideline’s People Operations initiatives    Must haves A passion for people! A desire to work cross functionally, and comfort interacting with all groups and levels of the organization Proficient understanding of federal employment regulation and their state counterparts Excellent verbal and written communication skills, from quick one-on-one meetings and all-hands presentations to efficient Slacks and understandable policy statements Flexibility, recognizing that the needs of our organization change quickly as we grow Fluency in G Suite 5+ years in People Operations / HR   Nice to haves   Experience supporting multi-state operations Experience in financial technology or another highly regulated industry Experience with Gusto, Slack, Jira, Google Hire A passion for financial inclusion

Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building a transparent and first-of-its-kind software, the Guideline team is providing a fresh alternative to legacy providers who have put profit over the interests of employees. Our company aims to give employees the opportunity to save as much as possible for retirement.    With over 3,500 clients and hundreds of millions of dollars in assets under management in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.  Job Description We are seeking an entry-level Operations Coordinator to join our team. Our ideal candidate is a collaborative self-starter who is excited to help Guideline make affordable retirement benefits accessible to American workers, and would love to grow in a dynamic and fast-paced environment with a tight-knit, collaborative team. A high level of attention to detail is a must, as the position will directly contribute to a best-in-class client experience.    Responsibilities: Support all critical operational transactions of the customer lifecycle—from prospects to active plans—via regular client communications  Assist Operations team members with ongoing quality assurance, educational and program management efforts Collaborate with cross-functional teams such as Customer Success, Engineering, Compliance and Onboarding on customer questions and active operational projects Increase efficiency by assisting team members complete daily operational transactions  Create and actively support internal-facing documentation and reporting  Assist Head of Operations in keeping our tools and systems updated Other duties as assigned   Qualifications  Bachelor’s degree required Impeccable attention to detail Strong drive to results in a fast-changing environment  Comfort level with learning new technology platforms  Ability to manage and prioritize a range of assigned tasks Demonstrated strong verbal and communications skills Ability to communicate clearly and maintain professional disposition with clients and team members Ability to pass background check and credit check for employment

Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.  By building a transparent and first-of-its-kind software, the Guideline team is providing a fresh alternative to legacy providers who have put profit over the interests of employees. Our company aims to give employees the opportunity to save as much as possible for retirement.  With over 3,500 clients and hundreds of millions of dollars in assets under management in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.  Job Description We are looking for an entry-level Operations Analyst to join our team! Our ideal candidate is a collaborative self-starter who is excited to help Guideline make affordable retirement benefits accessible to American workers, and would love to grow in a dynamic and fast-paced environment with a tight-knit, collaborative team. You’ll need to think on your feet while using your strong communication, listening and problem-solving skills. A high level of attention to detail is a must.   Responsibilities Accurately prepare and optimize all retirement plan operational requirements to ensure a smooth onboarding and seamless implementation for our clients  Support and continuously refine key Operations processes within Guideline Inform management and company of trends by building reports and summaries on activity areas Utilize internal tools for account setup and ticketing system to support engineering, customer success, and growth teams Function in accordance with established standards, policies, procedures, and applicable laws Other ad-hoc tasks and projects as assigned   Qualifications Demonstrated ability to juggle and prioritize among multiple tasks  Strong collaboration skills: comfort level talking to different teams and levels  Well-organized with accuracy and sharp attention to detail  Passionate about technology  Bachelor’s degree required; benefits, account management, or finance industry experience is a nice-to-have, but not required Ability to pass background and credit check for employment Compensation $45k-$60k Classification Non-Exempt

At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.    With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.  We're looking for an experienced engineer that strives for simplicity but builds with the future in mind. Our company is scaling quickly and we want engineers that understand how to enable that accelerated growth without sacrificing quality. The Ruby portion of our stack is a Rails 4.2+ application. The Rails app provides an api to our React application(s), manages all background processing, interaction with external clients, recordkeeping, compliance, and internal tooling. Stack Info:   Rails  MySQL  Redis Elastic  Memcache  Sidekiq  Service Objects  Engines Requirements:  2+ years of experience with Ruby  Passionate about coding -- we love to see side projects, gems, experiments with new technologies, etc Ability to pass background and credit check for employment Benefits:  Unrestricted Vacation Policy  401(k)  Health / Vision / Dental  Daily lunch New hardware of your choosing Compensation $120k-$170k Classification Exempt

At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.  By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.  With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.    Job Description We are looking to hire Senior Data Scientist to join our growing Data Team, which is comprised of data engineers and data scientists, and tasked to improve our 401(K) product and business efficiency by leveraging the power of proprietary data and public data. If you are experienced with and passionate about leveraging sophisticated data, analysis, statistics and algorithms to help tens of millions of Americans save for a better financial future, this is the team you want to join.    Responsibilities: Develop metrics to understand the performance and identify levers in product, marketing, sales, operations and customer services. Communicate findings and recommendations to department leads and executives. Evaluate and ETL rich data from proprietary and public data sources Design and develop data product, in collaboration with data engineers and product teams Identify and adopt state-of-the-art methodologies to meet company’s increasingly more complex data needs Identify and adopt frameworks, policies and tools to enhance the team’s productivity Facilitate cross-functional collaboration Coach junior members Thought leadership communication by authoring data-driven blog posts and infographics   Desired Skills and Experience/Qualifications: Bachelor degree in a quantitative discipline 6+ year professional experience in a similar role Extensive experience of applied statistics (e.g. distributions, hypothesis testing, regressions) Extensive experience of 1+ analysis-oriented programming languages (e.g. SQL, R, Python) Superb verbal and written communication skills Experience of ETL development Experience of 1+ database technologies (e.g. transactional database, analytical data warehouse, key-value data store, document store) Experience of 1+ third-party analytics solutions (e.g. BI solution, marketing analytics solution, product funnel analytics solution, CRM solution) Empathy, as manifested by excellent people skills and collaboration skills Creative and think outside the box Intellectual curiosity and lifetime learner Proactive and driven to deliver high-quality work and make impact Compensation & Benefits At Guideline, we’re dedicated to creating a workspace environment that fosters creativity, collaboration, and hustle. Transforming a decades-old industry isn’t easy, so we reward our team with generous compensation and a robust benefits package. Competitive compensation with cash and stock option grants Unlimited vacation policy  An employer-matched Guideline 401(k) Generous paid maternity/paternity leave policies Premium health benefits; Short and long-term disability benefits Daily catered lunch, in addition to more snacks, coffee, and beverages than you could ever consume Computer and monitor setup of your choosing Caltrain annual pass A spacious office in Hillsdale, steps away from Hillsdale Caltrain station, that happens to have an on-site beer garden, two Bocce Ball courts, and is conveniently across the street from Blue Bottle and Tin Pot.   Equal Employment   Guideline provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.  By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.  With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.  Job Description We are looking to hire Senior Data Engineer to join our growing Data Team, which is comprised of data engineers and data scientists, and tasked to improve our 401(K) product and business efficiency by leveraging the power of proprietary data and public data. If you are experienced with state-of-the-art data technologies and passionate about designing and building sophisticated data infrastructure from the ground up that underpins analytics and data product, this is the team you want to join. Responsibilities: Design, develop and maintain data infrastructure which is complex yet reliable, scalable and operable. Including databases / data warehouses, ETL / derived data jobs in batch and streaming mode, and integration with product components and third-party solutions Design, develop and maintain in-product instrumentation for downstream analysis Design, develop and maintain data product, in collaboration with data scientists and product teams Identify and adopt state-of-the-art data technology solutions to meet company’s growing data needs Identify and adopt frameworks, policies and tools to enhance the team’s productivity Facilitate cross-functional collaboration Coach junior members  Desired Skills and Experience/Qualifications: Bachelor degree in engineering 6+ year professional experience in a similar role Extensive experience of 2+ database technologies (e.g. transactional database, analytical data warehouse, key-value data store, document store) Extensive experience of 2+ backend programming languages (e.g. SQL, Python, Java,  Scala) Extensive experience of 1+ distributed computation frameworks (e.g. Hadoop, Spark), including batch mode and streaming mode Extensive experience of ETL development and frameworks Experience of API design and development Experience of 2+ third-party analytics solutions (e.g. BI solution, marketing analytics solution, product funnel analytics solution, CRM solution) Empathy, as manifested by excellent people skills, communication skills and collaboration skills Intellectual curiosity and lifetime learner Proactive and driven to deliver high-quality work and make impact     Compensation & Benefits At Guideline, we’re dedicated to creating a workspace environment that fosters creativity, collaboration, and hustle. Transforming a decades-old industry isn’t easy, so we reward our team with generous compensation and a robust benefits package. Competitive compensation with cash and stock option grants Unlimited vacation policy  An employer-matched Guideline 401(k) Generous paid maternity/paternity leave policies Premium health benefits; Short and long-term disability benefits Daily catered lunch, in addition to more snacks, coffee, and beverages than you could ever consume Computer and monitor setup of your choosing Caltrain annual pass A spacious office in Hillsdale, steps away from Hillsdale Caltrain station, that happens to have an on-site beer garden, two Bocce Ball courts, and is conveniently across the street from Blue Bottle and Tin Pot.   Equal Employment   Guideline provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Introduction  At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.    With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.    Job Description Guideline is seeking a Customer Success Manager to join its growing Customer Success Team. This individual will be responsible for developing and maintaining client relationships, serving as the go-to person for clients after onboarding, ensuring they get the most our product has to offer. We are seeking a natural client advocate who will go to great lengths to provide clients with nothing short of a positive experience. This is a perfect opportunity for someone who loves to build relationships.    Responsibilities Act as the primary point of contact for our clients Own the client experience after the point of onboarding, ensuring our clients are supported and satisfied  Drive product value by introducing new features and products to our clients Execute routine analyses for onboarded plans to ensure plan client success Manage 401(k) plan design changes and upgrades for Guideline clients  Advocate for client product features; provide user feedback for new product features Collaborate cross functionally with sales, engineering, operations, and our in-house financial planners in order to troubleshoot and help clients   Qualifications 3+ years experience in project management, account management, customer care, or Fintech Results-driven with exemplary phone, listening, and writing skills Experience with customer support platforms and CRMs (Zendesk, Desk.com, Salesforce) Adaptable with the ability to pick up new technologies, assess situations quickly, and look for smarter, better ways to achieve goals Creative and analytical problem-solving skills Demonstrated strong verbal and written communication skills Flexible - we’re moving fast, so the ability to constantly adapt to new conditions is a must Enthusiastic and high energy, but also poised, confident and extremely professional CRPS a plus Bachelor’s degree preferred or equivalent field-related experience Ability to pass background and credit check for employment   As a full-time employee at Guideline, you’ll enjoy:  An industry-competitive salary  Full health benefits, with 100% premium coverage for health, vision, and dental  The freedom to take time when you need it, with an unlimited vacation policy  Generous paid maternity/paternity leave policies as well as short and long-term disability benefits  An employer-matched Guideline 401(k)  Daily catered lunch, in addition to more snacks, coffee, and beverages than you could ever consume  Computer and monitor setup of your choosing  A spacious office in San Mateo, steps away from the Caltrain station, that happens to have an on-site beer garden, two Bocce Ball courts, and is conveniently across the street from Blue Bottle and Tin Cup The opportunity to work coast to coast: in addition to our HQ in San Mateo, we have a centrally-located office in Portland, Maine

Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.    With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.  Job Description We’re looking to grow our Customer Success team. This is the perfect opportunity for someone who loves to troubleshoot and assist others with finding the best solution. You may not know what the answer is, but you are determined and will stop at nothing to get to the bottom of things! You are highly organized and know nothing but Inbox Zero in Gmail. Most of all, you’re a people person, and thrive in helping others and building relationships! Responsibilities • Own the customer experience once the deal is signed, ensuring that our customers are supported and satisfied  • Be the frontline, oftentimes the first interaction a participant has with Guideline  • Act as the voice of our customers - identify trends and gaps based on communication and feedback from customers  • Support customers with multiple channels, including: email, live chat, and phone  • Be the go-to person once plan has signed up - handling any questions and educating clients and participants as needed  • Collaborate interdepartmentally with sales, engineering, operations, and our in-house financial planners in order to troubleshoot and help customers Desired Skills and Experience • BA/BS degree  • 1-2 years experience in customer care or success  • Experience with customer support platforms and CRMs (Zendesk, Desk.com, Salesforce)  • Excellent verbal and written communication  • Highly proficient with Google Apps and macOS  • Naturally empathetic individual who genuinely loves helping people  • Benefits and/or 401(k) experience a plus  • Multi-tasking and organization are innate skills • Ability to pass background and credit check for employment

Introduction  At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.    With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.    Job Description Guideline is seeking a Customer Success Business Analyst to join its growing Customer Success Team. In this role, you will be responsible for the implementation and continual optimization of the Customer Success team’s technical infrastructure and associated processes.  This role is highly collaborative and impactful, working cross functionally with key stakeholders and teams across the organization to directly impact top level business metrics and KPIs.   Responsibilities Implement and provide ongoing support for the Customer Success team's tools and platforms Collaborate with team SMEs to update and maintain team SOPs and workflows Monitor and streamline our customer feedback loop (NPS and CSAT) Collaborate cross functionally with product, operations, compliance, engineering, sales and our CFPs in order to identify areas for improvement of the customer experience Perform in depth reviews of customer trends and building out reporting for interdepartmental transparency Execute routine analyses for onboarded plans to ensure the Customer Success team is supported to achieve client success Report CS team metrics on a regular cadence Qualifications 3+ years experience in project management, customer support, customer success Experience administering customer support platforms and CRMs (Zendesk, Desk.com, Salesforce) Adaptable, with the ability to pick up new technologies Creative, with analytical problem-solving skills Flexible - we’re moving fast, so the ability to constantly adapt to new conditions is a must Bachelor’s degree preferred (or equivalent field-related experience) Experience with SFDC, Looker a plus Ability to pass background and credit check for employment   As a full-time employee at Guideline, you’ll enjoy:  An industry-competitive salary  Full health benefits, with 100% premium coverage for health, vision, and dental  The freedom to take time when you need it, with an unlimited vacation policy  Generous paid maternity/paternity leave policies as well as short and long-term disability benefits  An employer-matched Guideline 401(k)  Daily catered lunch, in addition to more snacks, coffee, and beverages than you could ever consume  Computer and monitor setup of your choosing  A spacious office in San Mateo, steps away from the Caltrain station, that happens to have an on-site beer garden, two Bocce Ball courts, and is conveniently across the street from Blue Bottle and Tin Cup The opportunity to work coast to coast: in addition to our HQ in San Mateo, we have a centrally-located office in Portland, Maine

Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.    With over 4,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.     Job Description We are seeking an experienced Retirement Plan Compliance Associate to join our team. The role will focus on qualified retirement plan compliance with ERISA and IRS regulations.  A high level of attention to detail, ability to interpret and effectively communicate plan document rules to team members, and confidence working with plan data are musts, as the position will directly relate to the prompt resolution of important client issues.    Responsibilities    Possess a deep understanding of defined contribution plan rules and be able to clearly articulate these rules to Guideline team members and clients with varying degrees of understanding Collaborate with cross-functional teams including Customer Operations on customer questions and requests involving plan compliance  Lead projects as part of ongoing examinations of plan compliance issues Use analytical tools and industry publications to gather information and to think independently and proactively about how to best distill relevant information   Qualifications    5+ years relevant professional experience High level of proficiency with Microsoft Excel / Google Sheets Impeccable attention to detail Background in accounting or finance Strong drive to results in a fast-changing environment  Comfort level with learning new technology platforms  Proven ability to work independently managing and prioritizing a range of assigned tasks  Demonstrated strong verbal and communications skills Ability to communicate clearly and maintain professional disposition with clients and team members Ability to pass background check and credit check for employment

At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider that doesn’t make money off participant savings. We only charge a low fee per participant to the Employers, in contrast to the asset-based fee model predominant in the industry, which eat away at participant savings.   By offering a full-stack solution that automates plan administration and compliance, the Guideline team is combatting what’s unfortunately become the retirement industry status quo — legacy providers have put profit over the interests of employees, abandoning the goal of the program in the first place -- to give employees the opportunity to save as much as possible for retirement.   We are seeking a motivated law student to join our team as a Fall or Spring semester law clerk.   RESPONSIBILITES: Develop your legal skill set working with an in-house legal department that supports multiple business functions. Collaborate closely with our general counsel and stakeholders to identify legal issues and recommend solutions to help the company innovate and scale responsibly. Conduct legal research and analysis in a variety of areas including employment, privacy, securities, intellectual property and ERISA. Review, revise and help develop policies and procedures.   QUALIFICATIONS: A current student at a Tier 1 or Tier 2 Law School (2L preferred) in the top 30% of the class. Strong research, writing and analytical skills. Exceptional attention to detail and organization. Excellent communication and presentation skills. Demonstrated ability to prioritize, work efficiently, manage projects and meet deadlines in a fast-paced environment. Passion for technology, finance/investments, and/or employee benefits. Ability to pass background and credit check for employment. COMPENSATION: Can be a paid hourly position or performed as an unpaid learning experience. Depends on your experience and commitment.   CLASSIFICATION: Non-Exempt   BENEFITS:  Lunch & well-stocked snacks Free Parking Next to the Hillsdale Caltrain Station  Donut Fridays Awesome team

Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.    With over 3,000 clients and hundreds of millions of dollars in assets under management in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone. Job Description As a qualified plan administrator and SEC-registered investment manager, Guideline is committed to adherence with regulatory and ethical standards in the delivery of our services.     Guideline is seeking an experienced Compliance Program Manager to help manage and scale our compliance program for our investment management practice, which provides investment management and robo-advisory services for 401(k) retirement plans.    Responsibilities: You will be responsible for ongoing monitoring, oversight and improvement of our compliance program, which include: annual review, updates and implementation of changes to company policies and procedures; review and analysis of employee securities trading activity, gift & political contributions, and outside affiliations; oversight of the customer complaint resolution process; managing annual and other required filings, including annual Form ADV filing, preparation and filing of Form U4 applications; ensuring business records are properly maintained and archived; protecting customer information; conducting risk assessments; lead internal investigations; and develop internal training and education materials and conduct employee trainings.     You will also work closely with our marketing and product teams to ensure advertising activities adhere to applicable rules under the Investment Advisers Act of 1940.  In carrying out these duties, you will proactively identify opportunities to implement processes and practices to improve the day-to-day efficiency and effectiveness of the compliance program.   You will also have the opportunity to drive design, development, launch and growth of new lines of business in partnership with our product development team, including supporting the launch of Guideline for Advisers, which will enable Guideline to partner with independent investment advisers to provide retirement plan services.    You will also monitor legal and policy developments, industry trends, and the competitive landscape to inform management regarding regulatory changes that impact our business and work collaboratively with business partners and executive leadership to ensure the compliance program is designed to help drive our business objectives.     Requirements: B.A. or B.S. Degree FINRA-licensed (Series 65 or 66), with a minimum 3 years of regulatory compliance experience  Ability to communicate effectively with senior management, business, and technology teams verbally and in writing Exceptional organizational and analytical skills Demonstrated ability to work efficiently, balance multiple tasks, and identify and prioritize key deliverables in a fast-paced environment Proven ability to work independently, as part of a team, and collaborate effectively across groups; and lead and motivate others Uncompromising integrity and discretion Ability to pass background and credit check for employment Compensation: $85K-125K DOE Classification: Exempt Reports To: Chief Compliance Officer

Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.    With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.    Job Description Guideline is seeking a Sales Coordinator who will be responsible for supporting the sales stack. This is the perfect opportunity for a recent college graduate to grow alongside a fast-paced startup.    Responsibilities Support our growing team to help develop and acquire new business Communicate with and learn about Guideline’s prospective clients through phone calls, email, LinkedIn and other online platforms Help team members follow up with their daily tasks  Manage, track, and report activities and results  Diligently update CRM to stay organized and focused on priority prospects Other duties as assigned   Qualifications 1-2 years of work experience; SaaS experience a plus Experience with CRM software (Base, SalesForce, HubSpot, etc.) Results-driven with exemplary phone, listening, and writing skills Organized with strong attention to detail  Adaptable with the ability to pick up new technologies, assess situations quickly, and look for smarter, better ways to achieve goals Demonstrated strong verbal and written communication Flexible - we’re moving fast, so the ability to constantly adapt to new conditions is a must Bachelor’s degree preferred or equivalent field-related experience

Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.    With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.      Job Description Guideline is seeking a Retirement Plans Specialist to support our Client Development team in developing and acquiring business. In this internal role, you will focus on: 1.) consulting with team members on plan design and any related client requests, 2.) assisting the Senior Retirement Specialist with proposals and research, 3.) demonstrating independence and ownership of projects, 4.) exhibiting strong knowledge of defined contribution plan administration and compliance requirements while providing ongoing education to our team, 5.) participating in and continually offer knowledge that could be useful for distribution activities.   Our ideal candidate is experienced in the retirement plan and/or tax spaces. You have a strong background in 401(k) plans and can advise and strategize on general defined contribution plan issues. As an added bonus, you may have a deep understanding of tax laws. You are also a collaborative self-starter who is hands-on and driven to constantly increase output. Documentation and organization is important to you, while still having fun and being creative.  Most importantly, you truly believe the retirement system is ripe for disruption and want to share in the Guideline story on how we will do it!    Responsibilities Develop, articulate and implement retirement plan design strategy to optimize client relationships Work effectively as a member of the Client Development team and cross-functionally with Compliance and Operations Use analytical tools and industry publications to gather information to be used in client communications and to think independently and proactively about how to best convey information Assimilate and apply the high volume of information pertinent to the defined contribution industry, which includes industry trends, legislative and regulatory topics, administration and operations, participant communications strategies, and investments   Qualifications 1-3 years relationship management experience 1-5 years experience in financial services, with emphasis on 401(k) plans (experience with a variety of DC plans including 403(b), 457, etc. a plus)  Demonstration of creative problem solving skills in previous positions Demonstration of exceptional consultative skills in previous positions Ability to pass a background check and credit check for employment   Bonus Points FINRA Series 65   Professional designations, such as ASPPA Certifications (QKA, QPA, CPC, QPFC), CFP®, CRPC®, CRPS®, CEBS®, or CPA  JD or LLM

Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.    With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.    Job description  Guideline is seeking an Onboarding Specialist to manage a portfolio of clients ranging from small business owners to C-level executives. This individual, who will report to Guideline’s Director of Client Development, will quickly become an expert on Guideline’s suite of products so you can clearly explain the value of what we provide to organizations of all kinds.    Our ideal candidate is a collaborative self-starter who has a proven track record of success in client-facing environments. You’ll need to think on your feet while using your strong communication, listening, and problem-solving skills. A high level of attention to detail and a passion for providing a true white glove client experience are a must.   This is an opportunity to grow alongside a fast-paced startup. We’re looking for a highly motivated individual who brings the perfect blend of sales drive and a client focused mentality to work each day.    Responsibilities Manage value-based relationships with Guideline’s clients, ensuring our product is aligned with their business strategies  Lead onboarding and client development efforts Work collaboratively and cohesively with Operations and Customer Success Drive education and adoption by proactively engaging clients Play an active role in contributing to growth and scalability through robust documentation, consistent process optimization, and capability cross-training Monitor industry trends, client news, customer experience/journey best practices for consistent improvement and knowledge sharing Gather intelligent product feedback and recommendations from clients to design and inform new features and capabilities East Coast hours may be required   Qualifications 5+ years of total work experience; startup and/or financial services experience a plus  2+ years of experience in client-facing implementation and/or technical account management  Experience working with clients spanning a wide range of industries  Deep knowledge that spans one or more of the following domains: SaaS, Operations, or Finance Proven track record of delivering results in a dynamic startup environment Adaptable with the ability to pick up new technologies, assess situations quickly, and look for smarter, better ways to achieve goals Creative and analytical problem-solving skills Enthusiastic and high energy, but also poised, confident and extremely professional Ability to pass background and credit check for employment

Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.    With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.  Job Description Guideline is seeking an Onboarding Coordinator to assist with a portfolio of clients ranging from small business owners to C-level executives. This individual, who will report to Guideline’s Director of Client Development, will quickly become an expert on Guideline’s suite of products so you can clearly explain the value of what we provide to organizations of all kinds.    Our ideal candidate is a collaborative self-starter who has a proven track record of success in client-facing environments. You’ll need to think on your feet while using your strong communication, listening, and problem-solving skills. A high level of attention to detail and a passion for providing a true white glove client experience are a must.   This is an great opportunity for a recent college graduate to grow alongside a fast-paced startup.   Responsibilities: Support value-based relationships with Guideline’s clients through phone calls and email Assist with onboarding, educational and client development efforts Work collaboratively and cohesively with Operations and Customer Success Aggregate feedback and recommendations from clients to design and inform new features and capabilities Help team members follow up with their daily tasks  Support documentation of activities and correspondence Assist in keeping tools, systems and reports updated Other duties as assigned East Coast hours may be required Qualifications: 1-2 years of work experience; client-facing experience a plus Results-driven with exemplary phone, listening, and writing skills Organized with strong attention to detail  Adaptable with the ability to pick up new technologies, assess situations quickly, and look for smarter, better ways to achieve goals Creative and analytical problem-solving skills Demonstrated strong verbal and written communication Flexible - we’re moving fast, so the ability to constantly adapt to new conditions is a must Enthusiastic and high energy, but also poised, confident and extremely professional Bachelor’s degree preferred or equivalent field-related experience Ability to pass a background and credit check for employment

Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.    With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.    Job description  Guideline is seeking a Client Development Coordinator. This is a hybrid role, reporting to Guideline’s Director of Client Development. The individual in this role will undertake a variety of administrative, operational, and client-related tasks to ensure the Client Development organization (comprised of sales, onboarding, specialty consulting, and channel) runs smoothly.   Our ideal candidate is a collaborative self-starter who has a proven track record of administrative success. You must be organized, detail-oriented, and enjoy process facilitation. You’ll need to think on your feet while using your strong communication, listening, and problem-solving skills. Passion for providing a true white glove experience is a must.   Responsibilities Support growth of team and related client development efforts Help with documentation of activities and correspondence Schedule and organize meetings and maintain agenda Assist in keeping tools, systems and reports updated Other duties as assigned   Qualifications 1+ years of work experience; administrative experience a plus Results-driven with exemplary phone, listening, and writing skills Organized with strong attention to detail  Adaptable with the ability to pick up new technologies, assess situations quickly, and look for smarter, better ways to achieve goals Creative and analytical problem-solving skills Demonstrated strong verbal and written communication Flexible - we’re moving fast, so the ability to constantly adapt to new conditions is a must Enthusiastic and high energy, but also poised, confident and extremely professional Bachelor’s degree required or equivalent field-related experience

Introduction At Guideline, we’re helping Americans save for a better future. Guideline is the only 401(k) provider with a fee-free, full-stack 401(k) offering that automates plan administration and compliance with a platform that directly integrates with many of the most popular payroll providers.    By building transparent and first-of-its-kind software, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the programs in the first place: to give employees the opportunity to save as much as possible for retirement.    With over 3,000 clients and hundreds of millions of dollars in assets under management, in just a couple years of operations, we’re well on our way to making smart retirement planning easy for everyone.  Job Description We’re looking for highly motivated individuals who have that perfect blend of sales drive coupled with a customer-service mentality that will help us gain loyal, happy clients. Our ideal candidate is an organized and focused full-lifecycle sales professional who has a verifiable track record of success in achieving new-business quota, while retaining a current book of business. The right person will have a natural ability to build rapport and trust quickly with prospective clients and clearly convey the value proposition of a Guideline 401(k). Responsibilities Execute a hybrid inside and outside sales model, where you’ll establish and develop a strategy for selling directly to targeted key accounts and new prospects  Maintain and grow prospective client base with out of the box sales techniques  Forecast sales activity and revenue achievement while creating satisfied and referenceable customers  Develop sales strategies/models and evaluate their effectiveness  Generate leads, identify needs and pain points, and conduct sales via phone, web demos, and in person East Coast hours may be required Qualifications 2-5 years of quota carrying SaaS sales and account management experience (at a tech startup or financial services firm is a plus)  Consistent earnings over-achievement in past sales roles Experience selling to multiple personas at VP and C-levels Strong understanding of full life cycle sales from lead generation to deal closing as well as customer service best practices  Experience with a CRM (Base, SalesForce, HubSpot)  Proficient with productivity and web presentation tools  Solid interpersonal skills  Demonstrated strong verbal and written communication  Bachelor’s degree preferred or equivalent field related experience Ability to pass background and credit check for employment   Classification Exempt