Job Posting OPEN

Retirement Plan Implementation Consultant

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Retirement Plan Implementation Consultant

Full Time (40 hours/week)

100% Fully Remote

Start Immediately!

Salary Range (DOE): $65,000 to $80,000

At Leading Retirement Solutions (LRS) our mission is to empower all businesses with the economic independence required to help their employees save for a secure retirement. If this aligns with your values, and you possess the skill set to thrive in a fast-paced and often changing work environment, we would love for you to join our organization of experts! 

We recommend and implement 401(k)s, 403(b)s, Defined Benefit Plans, SEP & Simple IRAs, ROBS, ESOPS, Church Plans, and even retirement plans for Cannabis companies. Through our open architecture recordkeeping services, we provide investment advisors, managers, plan sponsors and participants access to traditional and non-traditional investments. 

Role Responsibilities 

The Implementation Consultant is responsible for the oversight of the sponsor, participant, and partner onboarding processes. The ideal candidate should be a self-starter who is prepared to work in a fast-paced environment and be customer obsessed. To provide world-class customer service to our potential clients, business partners, agents, broker dealers, carriers, other third-party administration firms/recordkeeping firms. This includes managing client and advisor expectations and meeting service timelines for new retirement plan clients to ensure a positive and efficient onboarding experience the scale of activity ranges from single product implementations to large, complex plans involving multiple products and multiple entities, and includes a range of constituents. Our team is dedicated to supporting all our team members. We have a broad mix of experience levels and tenures, and we’re building an environment that celebrates knowledge sharing and mentorship. 

Essential Job Duties

• Leads execution of key implementation projects and resources across multiple departments and disciplines to manage customer relationships from sales handoff through successful implementation to handoff with ongoing client services team.

• Takes ownership and delivers results in a fast-paced and ambiguous environment while working in cross-functional teams to deliver multiple projects simultaneously

• Proactively drives internal department tasks to completion by scheduled due dates.

• Creates and maintains documentation, policies, and procedures for assigned tasks.

• Collaborates with team members and external partners to continuously improve implementation processes.

• Provides assistance and support to clients and partners for how to successfully manage their new plan

• Reads and responds in a professional and timely manner to all correspondence received.

• Maintains confidentiality of all corporate, client, and research matters.

• Leads effective training sessions for clients and business partners.

• Ensures client requirements are understood and work closely with internal partners to design, document, and ensure appropriate sign off on scope and solutions.

• Provides hand-off to Client Service and Administration team to ensure a smooth transition for the client and advisor including identifying all open issues.

• Executes post implementation and satisfaction reviews to continually improve practices.

Minimum Qualifications

• Ability to utilize exceptional problem-solving skills to work through difficult challenges

• 2+ years of experience onboarding company sponsored retirement plans and/or experience in the financial services or investment industry

• Lead numerous cross-functional projects against tangible milestones and consistently deliver valuable outcomes

• Work well in a team with an ability to communicate expectations, requirements, and progress to senior leaders, peers, and team members

• Superb communication skills and a commitment to superior customer service

• Have an enviable level of attention to detail, and catch things that others miss

• Deadline and Results driven

• Solutions-oriented and ability to handle changing and competing responsibilities.

• Strong command of technology and ability to learn new software solutions easily and quickly.

• Be able to demonstrate the strengths and abilities that help oversee processes and guiding initiatives.

• Excellent decision making, conflict management, organizational, time management, and problem-solving skills.

• Must have the ability to communicate professionally and effectively including strong oral, writing, and listening skills. Must have the ability to interact with all levels of the organization.

• Must be able to work independently as we are a fully remote company. 

Preferred Qualifications

• ASPPA RPF 1, ASPPA RPF 2, or QKA certifications preferred.

• Experience with SRT preferred.

• Experience in the retirement plan industry is preferred.

Physical Demands and Work Environment

• While performing the duties of this job, the employee is regularly required to talk and hear. 

• The employee is frequently required to sit; use hands to finger, handle, or feel; and reach with hands and arms. 

• The employee must occasionally lift and/or move up to 10 pounds.

• Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

• The work environment is usually an indoor setting with infrequent exposure to outside elements. This position requires less than 5% of travel.

• The person in this position occasionally needs to move about inside a home office environment to access file cabinets, office machinery, etc.

• Constantly operates a computer and other office productivity machinery such as a printer. 

We Offer Great Benefits!

• Choice between 4 medical plans

• Dental, Vision, Accident, and Life/AD&D Insurance

• 3+ Weeks of Paid Time off (PTO) Starting

• Paid Holidays

• Employer sponsored 401(k) Plan + Employer matching contributions

• Performance bonuses

• Financial support for ongoing education and credentialing

• Great, casual working environment with casual dress

• 100% Employer Paid Work from Home Setup

• Flexible Scheduling

Leading Retirement Solutions is proud to be an Equal Opportunity employer and we value diversity at our firm. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. LRS will only employ those who are legally authorized to work in the United States for this opening.

We are committed to working with and providing reasonable assistance to individuals with physical and mental disabilities. If you are a disabled individual requiring an accommodation to apply for an open position, please email your request to careers@leadingretirement.com General employment questions cannot be accepted or processed here.