Onboarding Manager
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Job Description
Retirement onboarding manager leading plan implementation, compliance review, and client coordination for Strongpoint Partners’ tech-enabled retirement services platform. Coaching specialists and improving scalable onboarding operations.
Responsibilities:
- Lead, coach, and develop a team of Retirement Onboarding Specialists, including hiring, training, goal setting, and performance management
- Assign and balance onboarding caseloads based on plan complexity, team capacity, and client deadlines
- Serve as escalation point for complex plan provisions, challenging conversions, and client or partner concerns
- Oversee onboarding for all new retirement plan clients and ensure milestones and deadlines are met
- Review plan document mapping, amendments, restatements, Summary Plan Descriptions, and related materials for accuracy and compliance
- Own onboarding systems, status reporting, and documentation, providing leadership visibility into pipeline, timelines, and team performance
- Lead plan provision and onboarding calls for complex or high-priority clients
- Advise clients and advisors on plan design options and next steps
- Guide the team on plan design improvements and solutions for unsupported recordkeeper provisions
- Build and maintain onboarding procedures, checklists, and quality control practices
- Coordinate with recordkeepers, advisors, and internal teams to resolve recurring issues
- Improve processes, workflows, and technology as the business grows
- Monitor ERISA, IRS, and legislative changes and translate updates into team guidance and training
- Perform other duties as assigned
Requirements:
- 7+ years of experience working with retirement plan documents, qualified retirement plans, or TPA operations
- 2+ years of experience supervising, managing, or leading a team
- Expert understanding of ERISA and IRS regulations governing qualified retirement plans
- Extensive experience reviewing, interpreting, and drafting retirement plan documents
- Deep understanding of 401(k) plan provisions and plan design concepts
- Proven ability to manage multiple concurrent projects and deadlines across a team
- Excellent written and verbal communication skills, including the ability to explain complex retirement plan concepts to clients, advisors, and leadership
- Strong coaching skills and ability to provide clear, constructive feedback
- Sound judgment, proactive and solutions-oriented approach, and strong sense of ownership
- Experience building or scaling an onboarding, conversion, or implementation team preferred
- Experience with plan amendments, restatements, SPDs, and other compliance documents preferred
- Experience with 401(k) plan administration, including compliance testing and plan operations preferred
- Familiarity with retirement plan document and administration systems, workflow or project management tools preferred
Benefits:
- Hybrid and remote options available for many roles
- Competitive paid time off, including flexible & unlimited options
- Support for ongoing learning and career development
- Health, dental, vision, life, and disability coverage
- Incentive bonus programs
- Flexible hours
- Inclusive environment valuing diversity, collaboration, and respect
- Specific benefits and programs may vary by partner and position
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