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 tot his job