Sr Client Onboarding Manager (Large Market Retirement)- Work from home

Position Overview

Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans while providing customized service and communications throughout the installation process. This role requires in‐depth retirement plan knowledge, installation process expertise, and mentoring of junior staff.

Key Responsibilities

• Manage the installation of defined contribution retirement plans during start-up or conversion for single and multiple employer plans.
• Analyze deliverable dates and create detailed project plans covering all aspects of the installation.
• Evaluate timelines for investment liquidation and receipt of plan data while considering regulatory blackout periods and plan effective dates.
• Determine suitable education options and coordinate with trainers to deliver necessary sessions for plan sponsors and participants.
• Delegate and monitor record keeping, asset transfers, allocation, and initial deposits, ensuring accurate documentation and regulatory compliance.
• Serve as the primary plan sponsor contact, managing communications with financial advisors, third-party administrators, and internal teams.
• Analyze client data for accuracy, execute internal and external communications, and confirm accurate delivery of enrollment materials.

Required Qualifications

• Bachelor’s degree in a business field or equivalent experience.
• At least five years’ experience in the financial services industry including client management, installations/conversions, or contract compliance.
• In-depth understanding of retirement plan regulations.
• Excellent customer service focus with outstanding written and oral communication skills.
• Strong time management, organizational skills, and attention to detail.
• Ability to quickly learn and navigate multiple systems and applications.

Preferred Qualifications

• Expertise in managing mid-market plans with assets typically valued at $50 million and above.

Benefits & Perks

• Compensation: Salary ranges between $82,000 - $92,000 annually with an Annual Bonus of 12.5% based on performance.
• Compensation Benefits: Competitive Pay and Bonus eligibility.
• Benefits Package: Includes Pension Plan, 401(k) Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Medical, Dental and Vision Insurance, and Employee Discounts.
• Health and Work/Life Balance: Enjoy Paid Time Off starting at 160 hours in the first year, 10 paid holidays, wellness programs, paid parental leave, adoption assistance, Employee Assistance Program, volunteer PTO, and various employee support and recognition programs.