Client Onboarding Manager – Mid-Market Retirement SEP

This is a fully remote position, open to applicants in Iowa, +2 more states.

📋 Description

• Supervise the onboarding process for new plan sponsor retirement plans and the transition of existing plans from different providers.

• Deliver personalized service and communication throughout the installation phase to guarantee that all deliverables are achieved.

• Cultivate and manage relationships with plan sponsors, financial advisors, third-party administrators, and relevant stakeholders.

• Oversee the transition and installation of defined contribution retirement plans during startup or conversion for both single employer and multiple employer plans.

• Assess deliverable timelines and schedules to develop comprehensive project plans that cover all facets of the installation.

• Evaluate timelines for the liquidation of investments and the acquisition of plan data from previous providers, considering SOX blackout and plan effective dates.

• Identify the best educational options and delivery methods for plan sponsors and participants, coordinating with trainers for implementation.

• Manage the transition of funds out of blackout to the service team within the established timeline.

• Issue extension notices when necessary.

• Assign and oversee record-keeping setup, asset transfers, allocation, and initial deposits, including the education, integration, and mapping of payroll files/methods.

• Ensure that plan setup consultants produce documents related to plans and contracts, including employee disclosure materials needed to establish a new retirement plan.

• Create and guarantee that regulatory notices are precise and distributed to participants punctually.

• Facilitate consultative discussions for plan reviews and assist plan sponsors with compliance inquiries related to plan design.

• Act as the primary contact for plan sponsors during the installation process to ensure that all elements of the transition meet client expectations.

• Analyze data, conversion, payroll, and census files received from clients to evaluate the accuracy and consistency of the information.

• Inform the plan sponsor and internal/external contacts about any issues that could affect the success of the transition.

• Strategically plan and execute internal and external communications with plan sponsors, financial advisors, and third-party administrators based on client preferences and culture.

• Maintain relationships with internal partners, sales executives, plan sponsor contacts, financial advisors, and third parties throughout the installation process to ensure deliverables are achieved.

• Verify the accuracy and delivery of enrollment materials to participants once the plans are established.

⛳️ Requirements

• Bachelor's degree in a business-related field or equivalent experience.

• Minimum of two years of experience in the financial services industry, including client management, installations/conversions, or contract compliance.

• Strong understanding of retirement plan regulations.

• Client-focused approach to deliver outstanding customer service.

• Exceptional written and verbal communication skills along with relationship-building capabilities.

• Strong time management and organizational skills to manage multiple installations at various stages of the conversion project lifecycle.

• Proficient problem-solving abilities and attention to detail.

• Capability to quickly learn and navigate various systems and 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

• Health and Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service.

• Ten (10) paid holidays per year (typically aligning with New York Stock Exchange (NYSE) holidays).

• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars.

• Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service at the time of birth, adoption placement, or foster care placement.

• Adoption Assistance

• Employee Assistance 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