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Implementation Manager, Implementation Retirement

National Benefit Services

in Remote / West Jordan UT

Logo for National Benefit Services

National Benefit Services is a 'Remote First' Company

Description

Full-time, fully remote position guiding the transition of plans from Business Development to operations and establishing an operational relationship with retirement plan sponsors. Regularly working 8 AM to 5 PM, Monday through Friday. Great opportunity for growth with an employee-focused organization. This position is full time, hourly and nonexempt.

Primary Duties

  • Complete the implementation of retirement plans, coordinating and communicating directly with the client/broker/vendor during the implementation process
  • Manage the collection and delivery of necessary documentation and regulatory paperwork; Review and verify for compliance and operational accuracy,
  • Audit individual plan design for inefficiencies and to ensure proper fit to client’s needs
  • Understand and proficiently apply relevant laws and regulations to clients’ retirement plan
  • Maintain regular communication with your case load of onboarding clients to communicate onboarding progress and address any questions
  • Learn and keep current on laws and regulations governing retirement plans through training and education
  • Meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
  • Perform other duties as assigned by team supervisor and department Vice President

Qualifications

  • Attention to detail and accuracy of work is critical in this role
  • Strong interpersonal and customer service skills are necessary to be successful in this role
  • Must be able to represent NBS’s standard of excellence with professional, articulate verbal and written communication skills
  • Follow established processes
  • Be motivated to contribute and have a positive, team-first attitude
  • Obtain and keep current on appropriate industry certifications
  • This is a remote position; You must have the technical aptitude needed to self-support in a remote work environment

Education and Experience – Bachelor’s degree or work equivalent preferred. RPF, TGPC or QKA preferred. Retirement industry experience preferred.

Physical Requirements – This position requires the employee to be seated most of the work time.

Compensation - 48k to 68k DOE

Note: The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your “at-will” status in anyway, and are subject to change at the discretion of National Benefit Services, LLC. 

How to Apply

Apply Now


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