Installation Manager

This is a fully remote position, open to applicants in Texas.

📋 Description

• Act as the main point of contact and project manager for new retirement plan clients and advisors.

• Inform plan sponsors about plan features and new operational processes with JULY.

• Address inquiries from plan sponsors and advisors regarding plan setup promptly.

• Provide consistent updates on the status of plan setup.

• Assist in creating timelines for plan installation and ensure that JULY systems are prepared to receive assets on time.

• Collaborate with TPAs and Recordkeepers to transition existing plans to the JULY Recordkeeping platform.

• Offer training and troubleshooting support for payroll uploads.

• Communicate the availability of plan documents, notices, and compliance-related items.

• Investigate and resolve client inquiries related to technology, plan operations, compliance, and other issues.

• Coordinate with team members on recordkeeping, plan conversions, and plan administration tasks.

• Maintain documentation of client projects and responses in JULY's CRM system.

• Stay informed about industry trends and changes in legislation/regulation.

• Complete various ad hoc projects and tasks as assigned.

⛳️ Requirements

• Over 3 years of experience in retirement plans, particularly in plan installation, conversions, or recordkeeping operations.

• Familiarity with plan setup and conversion processes from other recordkeeping or TPA platforms.

• Capability to clearly explain complex compliance matters.

• Professional and concise communication skills, both verbal and written, as well as non-verbal communication.

• Strong attention to detail and a sense of urgency.

• Skills in building collaborative relationships and managing rapport.

• Exceptional organizational skills with the ability to handle multiple projects with minimal supervision.

• Self-motivated, resourceful, and solution-oriented individual capable of working independently.

• Client-focused mindset, demonstrating accountability, credibility, and trustworthiness.

• Openness to tackling tasks of any size.

• Positive demeanor.

• Bachelor's Degree preferred.

• QKA ASPPA Certification preferred, or willingness to pursue ASPPA credentials.

• Previous experience in managing plan conversions or takeovers from start to finish preferred.

• Knowledge of PEP/MEP structures and pooled arrangements preferred.

• Experience in directly communicating compliance matters to plan sponsors and advisors preferred.

• Ability to manage challenging conversations in a positive and professional manner preferred.

🏝️ Benefits

• 401(k) Plan with a fully vested 5% employer match.

• Company covers 100% of employee health insurance costs.

• Generous Paid Time Off policy.

• Flexibility to work remotely.

• Competitive salary packages.

• Comprehensive benefits.

• Opportunities for talent development and career advancement.