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Retirement Plan Implementation Consultant
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Salary is commensurate with experience. Starting pay for this position ranges from $50,000 to $60,000.
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.
The Implementation Department
consists of team members who are responsible for the management and improvement
of the onboarding experience. Team members analyze and improve the client
onboarding process, or process of bringing in new business clients. Team members
develop onboarding systems to collect accurate client information, maintaining
accurate data, ensuring regulatory compliance, and lowering overall business
risk. Team members are required to have an intimate understanding of the
current process, including both customer service and project management
experience. Team members in this department have strong communication skills,
knowledge of relevant industry computer software, and work in tandem with the
clients as they agree to services presented by the sales team. The
Implementation Department provides pertinent information to assist managers in
making key strategic decisions.
The Implementation Consultant is
responsible for 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.
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.
· ASPPA RPF 1, ASPPA RPF 2, or QKA certifications preferred.
· 2 years of experience with SRT preferred
· Ability to utilize exceptional problem-solving
skills to work through difficult challenges
Minimum 1 year experience onboarding company sponsored
retirement plans and/or experience in the financial services or investment
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.
We Offer Great Benefits!
- Choice between 4 medical plans
- Dental, Vision and Accident 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