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Implementation Manager - Retirement Plans

The Standard

in Remote / FL / IA / MD / OH / PA / TX

At The Standard, you’ll join a team focused on putting our customers first.

Our continued success is driven by a high-performance culture. We’re looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what’s right – across the company and in our local communities.

We offer a caring culture where you can make a real difference, every day.
 
Ready to reach your highest potential? Let’s work together.

Principal Duties & Responsibilities:

Responsible for providing an overall exceptional customer first experience to new clients/partners on-boarding plans to The Standard.  Oversee all installation activities related to assigned new business plans moving to The Standard.  Provide accurate and timely communication and organization to all interested parties throughout the transition process including paperwork and enrollment meetings, weekly phone calls and emails, agenda setting, meeting facilitation, preparation of meeting summary and follow up on all outstanding items related to the successful implementation of each assigned plan until transition to the on-going service team.

Responsible for the plan document and design review conversation during the paperwork meeting or via phone calls as early as possible in the process so that system set-up can be completed and enrollment materials and other deliverables can be produced.  Train new clients on processes and systems including PlanNet, PRO, PSC.  Provide technical assistance and on-going support and knowledge to clients and partners for how to successfully manage their new plan on the Standard’s recordkeeping system.  Ultimately, set the plan up for long-term success and a smooth transition to the ongoing service team.

Work closely with paired Implementation Coordinator, Data Specialist and other internal team-members on all on-boarding activities and to ensure that communication and deliverable dates are documented following established timeline/process for new plans.  Responsible for proactive escalation and communication on all plans assigned that are at risk of not following timeline or meeting deliverable dates.

Job Specifications:

1. Education: Bachelor’s degree in related field or an equivalent combination of education and/or relevant experience.

2. Experience: 4-6 years experience in a client-facing role working with defined contribution plan administration including:  implementation activities, plan document design, client relationship management, asset transfer and reconciliation including SOX notification, experience with various plan types, investments, and federal pension regulations.

3. Professional certification required:  ASPPA CPC, QKA, QPA or NIPA (APA) (APR) preferred or in progress.

Note: The Standard is required to provide a reasonable estimate of the salary for this role when hiring a Colorado resident. The salary for employees working in Colorado in this role is listed below. The Standard’s package also includes incentive plan participation and comprehensive benefits including medical, dental, vision, retirement, and paid time off.  

• Please note, eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on various factors, including individual and organizational performance. 

Salary Range:

$62,000.00 - $108,800.00

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, drug test, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.

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