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National Accounts Transition Manager


in IA / MA / NY

Leads the conversion of new clients by orchestrating all aspects of new client integration for defined contribution retirement plans, including but not limited to, technical, communication plan and data/system initiatives.  Representing the Workplace Transition Services (WTS) department, works closely with the client and internal resources to ensure a smooth conversion. Assigned clients will typically include larger and more complex corporate, not-for-profit and defined benefit accounts.


  • Create and manage detailed conversion project plans throughout the conversion process.
  • Partner with Client Executives to manage transitions during mergers and acquisitions.
  • Provide audit support for system updates during mergers and oversee participant audit once final records are received for prior vendors.
  • Consistently exhibit high level customer service, partnering with various departments within the organization to improve service and efficiency.
  • Attend sales meetings with prospective new clients; present the conversion process and administrative capabilities of WTS during final sales and due diligence meetings.
  • Initiate the conversion process immediately following the sale; partner with Sales and Pricing teams ensure delivery of commitments made during the sales process; facilitate prior document collection, final fund selection and pricing.
  • Serve as point of contact for the client and internal customers; assume ownership of plan, data and conversion responsibilities.
  • Identify and communicate issues that may impact the success of the transition.
  • Oversee the status of the conversion; facilitate conference calls to update appropriate parties as applicable.
  • Collaborate with the Client Executive to conduct the implementation meeting to discuss transition action items. Prepare implementation manual for meeting.
  • Identify necessary system enhancements and make system recommendations as appropriate. 
  • Review new business opportunities with Pricing team to determine feasibility of writing and administering the business.
  • Ensure completion and delivery of employee transition documentation and communications (e.g. Sarbanes Oxley Notice, Smart Moves); work with clients and attorney on document related questions.
  • Keep abreast of technical developments in the employee benefits field and communicate with clients on implications.
  • Provide expertise on new service and products.
  • Participate in special projects as assigned.


  • Bachelor's degree in a business related field or equivalent experience.
  • 3-5 years of experience in the financial services or retirement industry.
  • In-depth knowledge of pension products.
  • Experience with large plan conversions and/or client relationship management.
  • Knowledge of IDP and volume submitter plan designs.
  • Project management skills to oversee transitions with a high level of independence.
  • Communication, interpersonal and negotiation skills to consult with a wide variety of internal/external customers.
  • Presentation skills to facilitate meetings.
  • Time-management, organizational and problem-solving skills to handle diverse responsibilities and meet scheduled target dates.
  • Proficiency in MS Office (Excel, Word).

Preferred Qualifications

  • Understanding of administration and technical services in the retirement industry.
  • Proficiency in MS Project.

Working Conditions

  • Office environment.
  • Moderate travel (1-3 days per month).

How to Apply

Please apply via the link below or contact Gina Carson at 

This ad has been viewed 799 times. It expires on 9/18/2018.

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