Senior Implementation Consultant

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

📋 Description

• Supervise the smooth execution and transition of comprehensive, white-label retirement plans.

• Act as a primary point of contact among clients, advisors, TPAs, previous recordkeepers, and internal teams.

• Oversee daily administration and implementation across various retirement product lines.

• Collect conversion plan documents and coordinate their review with the plan documents team.

• Host client status meetings on a weekly, biweekly, or monthly basis as required.

• Communicate expectations effectively and provide timely updates to clients and partners.

• Evaluate deliverables and timelines to create detailed project plans.

• Ensure the accurate distribution of regulatory notifications and enrollment materials.

• Educate payroll contacts, sponsors, advisors, and TPAs on the recordkeeping system, their roles, responsibilities, and features.

• Conduct initial payrolls, set up client payrolls, and complete retroactive recordkeeping.

• Manage fund transitions out of blackout periods and initiate extension notifications as necessary.

• Facilitate the collection and processing of conversion data, conduct quality checks, and ensure trust reconciliation.

• Address data conversion challenges while maintaining high client satisfaction.

• Assign and oversee recordkeeping setup, asset transfers, allocations, and initial deposits.

• Collaborate with the Integration Team to integrate and map payroll files.

• Adhere to white-label client protocols throughout the implementation process.

• Handle money movement transactions, trade corrections, and payroll files.

• Refresh fund fact sheets and enrollment guides.

• Support management in identifying outdated or ineffective procedures and policies, recommending enhancements.

• Execute other assigned duties and responsibilities.

⛳️ Requirements

• Proficient understanding of retirement plan regulations.

• Extensive knowledge of the retirement sector and the requirements for administering various retirement products.

• Comprehensive understanding of the company’s operational processes.

• Capability to manage intricate implementation and conversion projects without gaps or missed deadlines.

• Ability to deliver exceptional customer service and cultivate client relationships.

• Capability to comply with established implementation SLAs, milestones, and Salesforce cases.

• Experience in managing administration and implementation across 401(k), 403(b), IRA, 457, as well as mergers and acquisitions.

• Skill in gathering and reviewing plan documents for conversions.

• Proficiency in communicating with clients, advisors, TPAs, and prior recordkeepers.

• Ability to craft detailed project plans that consider SOX blackout and effective plan dates.

• Ensure the accuracy of regulatory notifications and enrollment materials.

• Capability to train payroll contacts, sponsors, advisors, and TPAs on the recordkeeping system.

• Ability to conduct initial payrolls, establish client payrolls, and complete retroactive recordkeeping.

• Competence in overseeing fund transitions during blackout periods and initiating extension notifications.

• Proficient in processing conversion data with zero-error quality checks and trust reconciliation.

• Ability to resolve data conversion issues effectively.

• Oversee recordkeeping setup, asset transfers, allocations, and initial deposits.

• Ability to integrate and map payroll files with the Integration Team.

• Capable of processing money movement transactions, trade corrections, and payroll files.

• Ability to update fund fact sheets and enrollment guides.

• Ability to operate efficiently and flexibly in a fast-paced environment with interruptions and competing priorities.

• Less than 25% travel requirement.

• Maintain an uninterrupted virtual workspace during business hours.

• Ensure family care arrangements are in place during business hours.

• Internet speed of 50 MBps or greater for individual use.

🏝️ Benefits

• 401(k) matching.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Short-term disability coverage.

• Long-term disability coverage.

• Paid time off.

• Requirement for an uninterrupted virtual workspace.

• Internet speed requirement of 50 MBps or greater for individual use.