Pension Implementation Manager

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

📋 Description

• Onboarding new clients and transitioning existing client systems

• Increasing the use of automation

• Analyzing and interpreting requirements for new client retirement plan setups

• Participating in implementation and conversion meetings

• Leading training sessions for both new and current employees

• Coordinating and supervising the review and testing of all specifications

• Accountable for data validation during system conversions

• Reconciling and finalizing all benefit payment information

• Assisting in the creation/update of forms, letters, and application documents

• Offering recommendations and proposals to management for enhancing automation

• Aiding management in the research and resolution of complex functional and system challenges

• Composing and distributing internal and external communications

⛳️ Requirements

• High school diploma with five years of experience in retirement plan administration

• Alternatively, a Bachelor’s degree in a business-related field with two years of experience in retirement plan administration

• Proficiency in Microsoft tools and applications

• Exceptional verbal and written communication skills along with strong interpersonal abilities

• Strong leadership capabilities

• Ability to work independently

• Demonstrated attention to detail, follow-through, and problem-solving skills

🏝️ Benefits

• Health, vision, and dental coverage

• Retirement savings 401(k) plan with company match

• Paid time off (PTO)

• Excellent opportunities for growth