Senior Implementation Consultant
PCS Retirement
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $65,000 - $85,000 per year
Job Level
Senior
About the role
- Overseeing the seamless implementation and conversion of high-level, white label various retirement plan types
- Serve as a key liaison among clients, advisors, TPAs, and internal teams
- Demonstrate in depth knowledge of the retirement industry and requirements for administering various retirement products
- Provide a high level of customer service, build relationships to ensure retention, and facilitate organic growth
- Adhere to established SLA during the implementation
- Manage the day to day Administration/Implementation process of clients across various product lines
- Conduct status meetings with plan sponsors
- Actively communicate with clients, advisors, TPAs, and prior record keepers
- Analyze deliverables and timetables to develop detailed project plans
- Ensure the accuracy of regulatory notices and enrollment materials
- Provide training to the Payroll Contact/Sponsor/Advisor/TPA
- Oversee the transition of funds out of blackout periods
- Facilitate the collection and processing of conversion data
- Address and resolve data conversion issues
Requirements
- 5–10 years of progressive experience in client relationship management, retirement plan implementation, or recordkeeping operations
- Bachelor's degree is preferred but not required
- Prior leadership or mentorship experience within an implementation or operations team is strongly preferred
- Actively pursuing or holding retirement industry designations (RPF, QPA, QKA) is strongly encouraged
- Expertise in retirement plans, including 401(k), 403(b), 457, Mergers & Acquisitions
- Direct experience overseeing white label services or managing customized plan implementations end-to-end
- Demonstrated ability to lead meetings with C-suite executives
- High level of accountability and ownership of assigned relationships
- Strong organizational and time management skills
- Reasoning and problem-solving skills to research and resolve general problems
- Technical proficiency and highly adaptive to learning and working in multiple systems
- Proficiency in using required software applications, including Adobe, Relius, SalesForce, Microsoft Office applications
Benefits
- 401(k) match
- medical
- dental
- vision
- life insurance
- short and long term disability
- paid-time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
retirement plan implementationrecordkeeping operationsdata conversionproject planningregulatory compliancecustomer servicerelationship managementproblem-solvingorganizational skillstime management
Soft skills
leadershipmentorshipcommunicationaccountabilityadaptabilityrelationship buildingfacilitationanalysiscollaborationclient engagement
Certifications
RPFQPAQKA