Senior Associate, Implementations

What Will You Be Doing?

• Primary internal client advocate representing plan sponsor and advisor contacts.
• Managing all aspects of the onboarding process from point of sale through successful transition of new plans to our platform.
• Coordinating with financial advisors, plan sponsors, prior recordkeepers, and/or third-party administrators to determine conversion timelines, key action items, and delivery dates, as well as communicating overall project status to both external and internal stakeholders.
• Collaborating cross-functionally to provide support where needed and ensure the team can deliver against expected service level agreements.

Requirements

The Necessities

• 2-4 years of experience in project management and leading team initiatives end to end; flexible, creative, team-oriented, results-driven, and able to effectively collaborate with both internal and external stakeholders.
• Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices.
• Demonstrated aptitude for learning, creating, and iterating rapidly.
• Willingness to learn retirement plan design and plan conversion processes from point of sales to release of conversion data.

The Extras

• General knowledge of ERISA rules and requirements, and experience with one or more compliance / recordkeeping systems (e.g. SunGard Relius, ASC, FIS).
• Qualified 401(k) Administrator (QKA) or higher ASPPA credential.
• PMP or similar project management certifications.