Intermediate Client Onboarding Manager (Mid-Market Retirement)
About the position
Responsibilities
• Manage the installation of defined contribution retirement plans during startup or conversion for single employer and multiple employer plans.
• Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation.
• Evaluate timelines for liquidation of investments and receipt of plan data from prior providers in consideration of SOX blackout and plan effective dates.
• Determine education options and delivery methods best suited for plan sponsors and participants, and coordinate with trainers to initiate.
• Manage transition of funds out of blackout to the service team within set timetable and initiate extension notices if needed.
• Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits, including the education, integration, and mapping of payroll files/methods.
• Ensure plan setup consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan.
• Create and ensure regulatory notices are accurate and distributed to participants on time.
• Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design.
• Serve as primary plan sponsor contact during the installation process to ensure all aspects of the transition process meet client expectations.
• Analyze data, conversion, payroll, and census files received from the client to assess the accuracy and consistency of information.
• Plan and execute internal and external communications with plan sponsors, financial advisors, and third-party administrators based on client preferences and culture.
• Manage relationships with internal partners, sales executives, plan sponsors contacts, financial advisors, and third parties throughout the installation process to ensure deliverables are met.
• Confirm the accuracy and delivery of enrollment materials to participants once plans are in place.
Requirements
• Bachelor's degree in a business field or equivalent experience
• Two years of financial services industry experience including client management, installations/conversions, or contract compliance
• Good understanding of retirement plan regulations
• Client focused to provide exceptional customer service
• Outstanding written/oral communication and relationship building skills
• Time management and organizational skills to handle multiple installations at various points in the conversion project lifecycle
• Problem solving skills and attention to detail
• Ability to quickly learn and navigate numerous systems/applications
Benefits
• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Paid Time Off starting at 160 hours annually for employees in their first year of service
• Ten (10) paid holidays per year
• Be Well Company holistic wellness program
• Parental Leave - fifteen (15) days of paid parental leave per calendar year
• Adoption Assistance
• Employee Assistance Program
• College Coach Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs
Apply Now
Apply Now
Responsibilities
• Manage the installation of defined contribution retirement plans during startup or conversion for single employer and multiple employer plans.
• Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation.
• Evaluate timelines for liquidation of investments and receipt of plan data from prior providers in consideration of SOX blackout and plan effective dates.
• Determine education options and delivery methods best suited for plan sponsors and participants, and coordinate with trainers to initiate.
• Manage transition of funds out of blackout to the service team within set timetable and initiate extension notices if needed.
• Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits, including the education, integration, and mapping of payroll files/methods.
• Ensure plan setup consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan.
• Create and ensure regulatory notices are accurate and distributed to participants on time.
• Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design.
• Serve as primary plan sponsor contact during the installation process to ensure all aspects of the transition process meet client expectations.
• Analyze data, conversion, payroll, and census files received from the client to assess the accuracy and consistency of information.
• Plan and execute internal and external communications with plan sponsors, financial advisors, and third-party administrators based on client preferences and culture.
• Manage relationships with internal partners, sales executives, plan sponsors contacts, financial advisors, and third parties throughout the installation process to ensure deliverables are met.
• Confirm the accuracy and delivery of enrollment materials to participants once plans are in place.
Requirements
• Bachelor's degree in a business field or equivalent experience
• Two years of financial services industry experience including client management, installations/conversions, or contract compliance
• Good understanding of retirement plan regulations
• Client focused to provide exceptional customer service
• Outstanding written/oral communication and relationship building skills
• Time management and organizational skills to handle multiple installations at various points in the conversion project lifecycle
• Problem solving skills and attention to detail
• Ability to quickly learn and navigate numerous systems/applications
Benefits
• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Paid Time Off starting at 160 hours annually for employees in their first year of service
• Ten (10) paid holidays per year
• Be Well Company holistic wellness program
• Parental Leave - fifteen (15) days of paid parental leave per calendar year
• Adoption Assistance
• Employee Assistance Program
• College Coach Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs
Apply Now
Apply Now