Onboarding Manager

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

📋 Description

• Lead, mentor, and cultivate a team of Retirement Onboarding Specialists, involving hiring, training, goal setting, and performance management.

• Allocate and balance the onboarding caseloads according to plan complexity, team capacity, and client deadlines.

• Act as the escalation point for intricate plan provisions, difficult conversions, and client or partner issues.

• Supervise the onboarding process for all new retirement plan clients, ensuring that milestones and deadlines are achieved.

• Examine plan document mapping, amendments, restatements, Summary Plan Descriptions, and related materials for precision and compliance.

• Manage onboarding systems, status reporting, and documentation, offering leadership visibility into pipeline, timelines, and team performance.

• Facilitate plan provision and onboarding calls for complex or high-priority clients.

• Counsel clients and advisors on plan design alternatives and subsequent steps.

• Guide the team in enhancing plan design and solutions for unsupported recordkeeper provisions.

• Develop and sustain onboarding procedures, checklists, and quality control measures.

• Collaborate with recordkeepers, advisors, and internal teams to address recurring issues.

• Enhance processes, workflows, and technology as the business evolves.

• Monitor ERISA, IRS, and legislative changes, translating updates into team guidance and training.

• Execute additional responsibilities as assigned.

⛳️ Requirements

• A minimum of 7 years of experience with retirement plan documents, qualified retirement plans, or TPA operations.

• At least 2 years of experience in supervising, managing, or leading a team.

• In-depth knowledge of ERISA and IRS regulations governing qualified retirement plans.

• Extensive experience in reviewing, interpreting, and drafting retirement plan documents.

• Thorough understanding of 401(k) plan provisions and plan design concepts.

• Demonstrated ability to manage multiple concurrent projects and deadlines across a team.

• Exceptional written and verbal communication skills, including the capability to clarify complex retirement plan concepts to clients, advisors, and leadership.

• Strong coaching abilities and the capacity to provide clear, constructive feedback.

• Sound judgment, a proactive and solutions-oriented mindset, and a strong sense of ownership.

• Experience in developing or scaling an onboarding, conversion, or implementation team is preferred.

• Familiarity with plan amendments, restatements, SPDs, and other compliance documents is preferred.

• Experience with 401(k) plan administration, including compliance testing and plan operations is preferred.

• Familiarity with retirement plan document and administration systems, as well as workflow or project management tools is preferred.

🏝️ Benefits

• Hybrid and remote options available for numerous roles.

• Competitive paid time off, including flexible and unlimited options.

• Support for continuous learning and career development.

• Health, dental, vision, life, and disability insurance coverage.

• Incentive bonus programs.

• Flexible working hours.

• An inclusive environment that values diversity, collaboration, and respect.

• Specific benefits and programs may vary by partner and position.