Onboarding Consultant

Role Overview

• Own the onboarding process from plan sale through successful go-live, serving as the primary point of contact for clients and advisors.
• Manage all onboarding activities including plan design validation, data collection, asset conversion oversight, and account setup with precision and compliance.
• Effectively prioritize and manage caseload to consistently meet or exceed departmental service standards for quality and timeliness with minimal supervision.
• Provide clear role definition and guidance to all stakeholders involved in the onboarding process to ensure alignment and accountability.
• Collaborate across teams to identify and implement process improvements that enhance efficiency and client experience.
• Coordinate documentation and approvals with clients and advisors to ensure all onboarding requirements are complete and accurate for plan installation.
• Maintain proactive communication with internal departments (Sales, Onboarding Management, Service) through workflow updates and status reporting to keep all parties informed.
• Update systems and reports consistently to reflect real-time progress and ensure transparency throughout the onboarding lifecycle.
• Deliver client training and support to facilitate timely completion of client responsibilities and resolve issues promptly.
• Monitor internal task completion to ensure deadlines are met and dependencies are managed effectively.
• Ensure compliance and accuracy during plan conversions and asset transitions, applying FuturePlan’s best practices and operational standards.
• Build trust through proactive communication with clients and advisors, anticipating needs and addressing concerns quickly.
• Provide accurate plan education to financial professionals and clients through ongoing training and self-development.

Requirements

• 5+ years of experience in retirement plan administration, onboarding, or financial services; experience with multiple plan types (DC, DB, start-up, takeover) strongly preferred.
• Advanced proficiency in Microsoft Office Suite (Excel, Word, Outlook); ability to manage and analyze data effectively.
• Working knowledge of ERISA, IRS, and DOL regulations, and plan document structures (prototype and individually designed).
• Experience with plan reconciliations, trust accounting, and conversion processes.
• Proficiency in InContact (call center platform) and Salesforce (CRM) for client communication and workflow management.
• Exceptional client service orientation with strong presentation, facilitation, and negotiation skills.
• Excellent written and verbal communication skills; ability to communicate clearly and professionally with clients, advisors, and internal teams.
• Strong analytical and problem-solving abilities with meticulous attention to detail and accuracy.

Benefits

• Education & Experience
• Bachelor’s degree in Business, Finance, Accounting, or related field; or equivalent professional experience.
• 5+ years of experience in retirement plan administration, onboarding, or financial services; experience with multiple plan types (DC, DB, start-up, takeover) strongly preferred.
• Familiarity with recordkeeping platforms such as FTW and ASC; ability to quickly learn and adapt to new technology tools.
• Technical Skills Advanced proficiency in Microsoft Office Suite (Excel, Word, Outlook); ability to manage and analyze data effectively.
• Working knowledge of ERISA, IRS, and DOL regulations, and plan document structures (prototype and individually designed).
• Experience with plan reconciliations, trust accounting, and conversion processes.
• Proficiency in InContact (call center platform) and Salesforce (CRM) for client communication and workflow management.
• Core Competencies Exceptional client service orientation with strong presentation, facilitation, and negotiation skills.
• Excellent written and verbal communication skills; ability to communicate clearly and professionally with clients, advisors, and internal teams.
• Strong analytical and problem-solving abilities with meticulous attention to detail and accuracy.
• Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining quality and compliance.
• Demonstrated ability to exercise sound judgment on issues that could impact financial outcomes and client relationships.
• Skilled in conflict resolution and escalation management.
• Behavioral Attributes Collaborative team player who thrives in a culture of accountability and innovation.
• Adaptable to change and committed to continuous improvement. Willingness to work additional hours as needed to meet client and business needs. Embodies FuturePlan’s core values and approaches every task with a “Day 1” mindset.