SS&C Technologies

Senior Retirement Plan Implementation Specialist

SS&C Technologies

full-time

Posted on:

Location Type: Hybrid

Location: Kansas City • Kansas • Massachusetts • United States

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

Senior

About the role

  • Manage all aspects of the installation process for bundled and unbundled conversion and startup plans
  • Manage a detailed project plan documenting each task with a target date; highlighting major milestones and managing that timeline
  • Maintain a high level of service to clients by responsiveness, effective communications and completion of project deliverables in agreed upon timeframes according to contractual benchmarks
  • Work collaboratively with management and internal teams to ensure timely and successful transitions
  • Document Plan Implementation project requirements, notes and other critical information to be shared with relevant business units
  • Establish effective communications and change management activities for plan sponsors, Third Party Administrators, advisers and clients

Requirements

  • Bachelor’s degree or 3-5 years of experience in financial services or similar environment and 1-2 years project management
  • Knowledge of retirement plan recordkeeping and of retirement plan products and services
  • Excellent verbal and written communication skills
  • Problem-solving critical thinking skills; ability to analyze data and take action
  • Career-oriented, highly motivated self-starter
  • Ability to work in a fast-paced, collaborative environment
  • Excellent time management with strong organizational skills
  • Project Management Skills
  • Strong Customer Service orientation
  • Able to work onsite 6 days per month in the local office, per hybrid work policy.
Benefits
  • Flexibility : Hybrid Work Model and Business Casual Dress Code, including jeans
  • 401k Matching Program, Professional Development Reimbursement
  • Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
  • Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Discounts on fitness clubs, travel and more!
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
project managementdata analysisretirement plan recordkeepingretirement plan productsproject planningchange management
Soft Skills
communicationproblem-solvingcritical thinkingtime managementorganizational skillscollaborationcustomer serviceself-startermotivation
Certifications
Bachelor's degree