PCS Retirement

Senior Implementation Consultant

PCS Retirement

full-time

Posted on:

Location Type: Hybrid

Location: PhiladelphiaPennsylvaniaUnited States

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Salary

💰 $65,000 - $85,000 per year

Job Level

About the role

  • Overseeing the seamless implementation and conversion of high-level, white label various retirement plan types
  • Serving as a key liaison among clients, advisors, TPAs, and internal teams
  • Managing the day to day Administration/Implementation process of clients across various product lines
  • Analyzing deliverables and timetables to develop detailed project plans
  • Ensuring the accuracy of regulatory notices and enrollment materials

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
  • Demonstrated ability to lead meetings with C-suite executives
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 & Tools
retirement plan implementationrecordkeeping operationsproject planningregulatory compliancedata analysis
Soft Skills
client relationship managementleadershipmentorshipcommunicationteam collaboration
Certifications
RPFQPAQKA