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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.


Department Responsibilities

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.

Role Responsibilities

·        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 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.


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