Manager, 401(k) Onboarding Support Services - Remote Opportunity
Join our team as a Manager, 401(k) Onboarding Support Services and lead a team of Onboarding Consultants in delivering exceptional onboarding experiences for our clients!
This is a unique opportunity to work remotely and be part of a dynamic team that makes a difference in the lives of individuals and their retirement savings. We offer a competitive salary, comprehensive benefits, and a flexible work environment.
Job Summary
We are seeking an experienced Manager, 401(k) Onboarding Support Services to lead a team of Onboarding Consultants in our Client Success department. The successful candidate will be responsible for overseeing the entire client onboarding process, developing and implementing policies and procedures, and collaborating with stakeholders to ensure a seamless onboarding experience.
Key Responsibilities
Lead, coach, and mentor a team of Onboarding Consultants to ensure high-quality service delivery
Own the entire client onboarding process, including timely lead and manage client escalations
Establish policies and procedures to guide the Onboarding Support team
Manage pipeline plans, daily team activities, and adjust workloads, resources, or timelines as needed
Monitor and continually improve the Onboarding template and processes
Collaborate with stakeholders to support project teams and develop recommendations
Build and optimize client onboarding processes to simplify and streamline the onboarding experience
Requirements
5+ years of Client Success and/or Customer Service experience
3-5 years of direct leadership experience over a team of 3+
3-5 years of 401(k)/Recordkeeping experience
2-3 years of experience as an Implementation/Onboarding Manager
Bachelor's Degree in finance, business, or similar field
Exceptional communication, organization, and presentation skills
Previous CRM or PM Software experience
What We Offer
Competitive salary ($54,337 - $82,000 annual salary)
Annual performance bonus
Flexible work environment
Comprehensive benefits package, including medical, dental, vision, and life insurance
401(k) plan with generous company match
Generous paid time off and holidays
Apply Now
Apply Now
This is a unique opportunity to work remotely and be part of a dynamic team that makes a difference in the lives of individuals and their retirement savings. We offer a competitive salary, comprehensive benefits, and a flexible work environment.
Job Summary
We are seeking an experienced Manager, 401(k) Onboarding Support Services to lead a team of Onboarding Consultants in our Client Success department. The successful candidate will be responsible for overseeing the entire client onboarding process, developing and implementing policies and procedures, and collaborating with stakeholders to ensure a seamless onboarding experience.
Key Responsibilities
Lead, coach, and mentor a team of Onboarding Consultants to ensure high-quality service delivery
Own the entire client onboarding process, including timely lead and manage client escalations
Establish policies and procedures to guide the Onboarding Support team
Manage pipeline plans, daily team activities, and adjust workloads, resources, or timelines as needed
Monitor and continually improve the Onboarding template and processes
Collaborate with stakeholders to support project teams and develop recommendations
Build and optimize client onboarding processes to simplify and streamline the onboarding experience
Requirements
5+ years of Client Success and/or Customer Service experience
3-5 years of direct leadership experience over a team of 3+
3-5 years of 401(k)/Recordkeeping experience
2-3 years of experience as an Implementation/Onboarding Manager
Bachelor's Degree in finance, business, or similar field
Exceptional communication, organization, and presentation skills
Previous CRM or PM Software experience
What We Offer
Competitive salary ($54,337 - $82,000 annual salary)
Annual performance bonus
Flexible work environment
Comprehensive benefits package, including medical, dental, vision, and life insurance
401(k) plan with generous company match
Generous paid time off and holidays
Apply Now
Apply Now