Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers.
Provide customized service and communications throughout the installation process to ensure deliverables are met.
Manage relationships with plan sponsors, financial advisors, third party administrators, and associated stakeholders.
Responsible for onboarding mid and large plan sponsors with high employee counts, requiring in-depth retirement plan knowledge and installation process expertise.
Serve as a mentor to more junior staff.
Manage the installation of defined contribution retirement plans, during start up or conversion, for single employer and multiple employer plans.
Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation.
Evaluate timelines for liquidation of investments and receipt of plan data from prior providers.
Determine education options and delivery methods best suited for plan sponsors and participants.
Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits, including education.

Bachelor’s degree in a business field or equivalent experience
Five years of experience in the financial services industry including client management, installations/conversions, or contract compliance
In-depth understanding of retirement plan regulations
Client focused to provide exceptional customer service
Outstanding written/oral communication and relationship building skills
Time management and organizational skills to handle multiple installations at various points in the conversion project lifecycle
Problem solving skills and attention to detail
Ability to quickly learn and navigate numerous systems/applications
Preferred: Demonstrate expertise in managing large market plans with a focus on assets typically valued at $50 million and above

Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs

Senior Client Onboarding Manager – Large Market

Key skills