Intermediate Client Onboarding Manager (Mid-Market Retirement)
Posted 2025-08-15
Remote, USA
Full Time
Immediate Start
About the position
The Intermediate Client Onboarding Manager is responsible for overseeing the onboarding of new plan sponsor retirement plans and converting existing plans from other providers. This role involves providing customized service and communication throughout the installation process, managing relationships with plan sponsors, financial advisors, and third-party administrators, and ensuring that all deliverables are met during the onboarding process for small to mid-size plan sponsors.
Responsibilities
• Manage the installation of defined contribution retirement plans during startup or conversion for single employer and multiple employer plans.
,
• Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation.
,
• Evaluate timelines for liquidation of investments and receipt of plan data from prior providers in consideration of SOX blackout and plan effective dates.
,
• Determine education options and delivery methods best suited for plan sponsors and participants, and coordinate with trainers to initiate.
,
• Manage transition of funds out of blackout to the service team within set timetable and initiate extension notices if needed.
,
• Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits, including the education, integration, and mapping of payroll files/methods.
,
• Ensure plan setup consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan.
,
• Create and ensure regulatory notices are accurate and distributed to participants on time.
,
• Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design.
,
• Serve as primary plan sponsor contact during the installation process to ensure all aspects of the transition process meet client expectations.
,
• Analyze data, conversion, payroll, and census files received from the client to assess the accuracy and consistency of information.
,
• Plan and execute internal and external communications with plan sponsors, financial advisors, and third-party administrators based on client preferences and culture.
,
• Manage relationships with internal partners, sales executives, plan sponsors contacts, financial advisors, and third parties throughout the installation process to ensure deliverables are met.
,
• Confirm the accuracy and delivery of enrollment materials to participants once plans are in place.
Requirements
• Bachelor's degree in a business field or equivalent experience
,
• Two years of financial services industry experience including client management, installations/conversions, or contract compliance
,
• Good understanding of retirement plan regulations
,
• Client focused to provide exceptional customer service
,
• Outstanding written/oral communication and relationship building skills
,
• Time management and organizational skills to handle multiple installations at various points in the conversion project lifecycle
,
• Problem solving skills and attention to detail
,
• Ability to quickly learn and navigate numerous systems/applications
Nice-to-haves
Benefits
• Competitive Pay
,
• Bonus for Eligible Employees
,
• Benefits Package
,
• Pension Plan
,
• 401k Match
,
• Employee Stock Purchase Plan
,
• Tuition Reimbursement
,
• Disability Insurance
,
• Medical Insurance
,
• Dental Insurance
,
• Vision Insurance
,
• Employee Discounts
,
• Career Training & Development Opportunities
,
• Paid Time Off starting at 160 hours annually for employees in their first year of service
,
• Ten (10) paid holidays per year
,
• Be Well Company holistic wellness program
,
• Parental Leave - fifteen (15) days of paid parental leave per calendar year
,
• Adoption Assistance
,
• Employee Assistance Program
,
• College Coach Program
,
• Back-Up Care Program
,
• PTO for Volunteer Hours
,
• Employee Matching Gifts Program
,
• Employee Resource Groups
,
• Inclusion and Diversity Programs
,
• Employee Recognition Program
,
• Referral Bonus Programs Apply tot his job
The Intermediate Client Onboarding Manager is responsible for overseeing the onboarding of new plan sponsor retirement plans and converting existing plans from other providers. This role involves providing customized service and communication throughout the installation process, managing relationships with plan sponsors, financial advisors, and third-party administrators, and ensuring that all deliverables are met during the onboarding process for small to mid-size plan sponsors.
Responsibilities
• Manage the installation of defined contribution retirement plans during startup or conversion for single employer and multiple employer plans.
,
• Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation.
,
• Evaluate timelines for liquidation of investments and receipt of plan data from prior providers in consideration of SOX blackout and plan effective dates.
,
• Determine education options and delivery methods best suited for plan sponsors and participants, and coordinate with trainers to initiate.
,
• Manage transition of funds out of blackout to the service team within set timetable and initiate extension notices if needed.
,
• Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits, including the education, integration, and mapping of payroll files/methods.
,
• Ensure plan setup consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan.
,
• Create and ensure regulatory notices are accurate and distributed to participants on time.
,
• Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design.
,
• Serve as primary plan sponsor contact during the installation process to ensure all aspects of the transition process meet client expectations.
,
• Analyze data, conversion, payroll, and census files received from the client to assess the accuracy and consistency of information.
,
• Plan and execute internal and external communications with plan sponsors, financial advisors, and third-party administrators based on client preferences and culture.
,
• Manage relationships with internal partners, sales executives, plan sponsors contacts, financial advisors, and third parties throughout the installation process to ensure deliverables are met.
,
• Confirm the accuracy and delivery of enrollment materials to participants once plans are in place.
Requirements
• Bachelor's degree in a business field or equivalent experience
,
• Two years of financial services industry experience including client management, installations/conversions, or contract compliance
,
• Good understanding of retirement plan regulations
,
• Client focused to provide exceptional customer service
,
• Outstanding written/oral communication and relationship building skills
,
• Time management and organizational skills to handle multiple installations at various points in the conversion project lifecycle
,
• Problem solving skills and attention to detail
,
• Ability to quickly learn and navigate numerous systems/applications
Nice-to-haves
Benefits
• Competitive Pay
,
• Bonus for Eligible Employees
,
• Benefits Package
,
• Pension Plan
,
• 401k Match
,
• Employee Stock Purchase Plan
,
• Tuition Reimbursement
,
• Disability Insurance
,
• Medical Insurance
,
• Dental Insurance
,
• Vision Insurance
,
• Employee Discounts
,
• Career Training & Development Opportunities
,
• Paid Time Off starting at 160 hours annually for employees in their first year of service
,
• Ten (10) paid holidays per year
,
• Be Well Company holistic wellness program
,
• Parental Leave - fifteen (15) days of paid parental leave per calendar year
,
• Adoption Assistance
,
• Employee Assistance Program
,
• College Coach Program
,
• Back-Up Care Program
,
• PTO for Volunteer Hours
,
• Employee Matching Gifts Program
,
• Employee Resource Groups
,
• Inclusion and Diversity Programs
,
• Employee Recognition Program
,
• Referral Bonus Programs Apply tot his job