Retirement Implementation Specialist

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

📋 Description

• The Retirement Implementation Specialist will oversee the onboarding process for new clients of Alerus retirement plans, which includes startup plans, transfer plans, and internal conversions.

• Lead all aspects of the onboarding process by guiding both internal departments and external partners through a predetermined implementation schedule.

• Communicate the implementation strategy, outlining key objectives and deliverables, as well as scheduling, tracking, and reporting to both internal and external stakeholders.

• Assign and execute tasks in order to adhere to service timelines, ensuring a seamless transition of new business from sales to the Alerus account representative.

• Provide a positive customer experience for the plan sponsor and other external stakeholders while continuously looking for improvements in the client onboarding process.

• Organize and lead implementation calls with clients, advisors, TPAs, previous vendors, and Alerus team members to establish the implementation timeline, including blackout periods, key milestones, and effective plan dates.

• Work collaboratively with stakeholders to develop solutions for complex requests while ensuring alignment with established service offerings.

• Accurately document significant discussions and decisions regarding plan setup and onboarding.

• Update internal tracking tools and proactively identify and manage expectations, needs, and concerns related to the implementation process.

⛳️ Requirements

• An Associate’s degree in Business, Finance, Accounting, or a related field, or equivalent experience is required.

• A minimum of 3 years of experience in the defined contribution industry, preferably in recordkeeping or administration, is required.

• Previous experience in new client onboarding and/or project management is preferred.

• Prior experience supporting advisors, brokers, and third-party vendors is preferred.

• Demonstrated ability to manage multiple tasks, prioritize workflows for oneself and others, and coordinate activities effectively as a team member to meet deadlines and make sound decisions under pressure.

• Strong written and oral communication, presentation, and organizational skills are essential.

• A commitment to delivering high-quality client service is required.

• Proficient in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.

• Availability to cover peak workloads is necessary.

• Willingness to travel occasionally.

• Strong interpersonal skills including diplomacy, judgment, decision-making, and discretion are essential.

• An analytical approach to solving complex problems while considering both client and company needs is required.

• Self-motivated, proactive, and able to seek creative solutions while actively engaging in all work responsibilities.

• High level of discipline, attention to detail, and organizational skills are important.

• Must be considerate, approachable, and professional when working with both internal and external parties.

• Proactive in anticipating customer needs and adaptable to unexpected changes typical in a fast-paced environment.

🏝️ Benefits

• Comprehensive benefits package offering a wide array of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; along with 401(k) and ESOP for retirement savings.

• Generous paid time off programs, including flexible time off, company-paid holidays, parental leave, and bereavement leave.

• Access to learning and development resources for personal and professional growth, as well as opportunities for advancement.

• Guidance from financial experts, financial wellness tools, and discounts on Alerus products and services.

• Support for our communities through paid volunteer time and a company donation matching program.