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Retirement Plan Implementation Consultant

Leading Retirement Solutions

(Remote)

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, be customer obsessed, and is apt 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 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.
• 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
• HSA and FSA options
• 2+ Weeks of Paid Time off (PTO)
• Paid Holidays
• Employer sponsored 401(k) Plan + Employer matching contributions
• Performance bonuses
• Financial support for ongoing education and credentialing
• Financial wellness services via ZayZoon
• Great, casual working environment with casual dress
• 100% Employer Paid Work from Home Setup
• Flexible Scheduling

How to Apply

Feel free to apply via the application link or by emailing your resume directly to hr@leadingretirement.com. Thank you!

Apply Now

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