Implementation Manager I – Retirement
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Job Description
Retirement plan implementation manager guiding plan transitions and sponsor onboarding. Coordinating documentation, compliance, vendors, and client communications for National Benefit Services.
Responsibilities:
- Guide the transition of retirement plans from Business Development to operations
- Establish an operational relationship with retirement plan sponsors
- Complete implementation of retirement plans
- Coordinate and communicate directly with clients, brokers, and vendors during implementation
- Manage collection and delivery of necessary documentation and regulatory paperwork
- Review and verify documentation for compliance and operational accuracy
- Audit individual plan designs for inefficiencies and fit with client needs
- Apply relevant laws and regulations to clients’ retirement plans
- Maintain regular communication with onboarding clients
- Keep current on retirement-plan laws and regulations through training and education
- Meet or exceed required KPIs
- Perform other duties assigned by the team supervisor and department Vice President
Requirements:
- Attention to detail and accuracy of work
- Strong interpersonal and customer service skills
- Professional, articulate verbal and written communication skills
- Ability to follow established processes
- Positive, team-first attitude
- Obtain and keep current on appropriate industry certifications
- Technical aptitude to self-support in a remote work environment
- Bachelor’s degree or work equivalent preferred
- RPF, TGPC or QKA preferred
- Retirement industry experience preferred
- Ability to remain seated for most of the work time
- Availability during regular business hours, Monday–Friday, 8:00 am–5:00 pm
Benefits:
- Full-time hourly, nonexempt position
- Fully remote work arrangement
- Opportunity for growth
- Employee-focused organization
- Training and education to keep current on retirement-plan laws and regulations
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