Business Partner Liaison
About The Position
As a Business Partner Liaison, you will support bundled, holistic planning services to large 401k plan sponsors. Offering onboarding, enrollment, financial planning outreach, separation, benefit, and financial education to employees. The role of Business Partner Liaison is designed to onboard and support integration, manage ongoing relationships with the PEPS team and provide an organized strategic and tactical approach to retaining relationships. Business Processing and Onboarding: Serve as primary point of contact for business processing activities. Develop and implement efficient processing workflows. Ensure accurate and timely completion of all business transactions. Monitor and track processing metrics. Maintain documentation in CRM and compliance standards. Relationship Management: Build and maintain strong relationships with key stakeholders. Provide regular updates and communication to partners. Coordinate with internal teams to resolve issues. Facilitate meetings and discussions between parties. Support ongoing relationship development initiatives. Organizational Management: Track and manage multiple projects simultaneously. Maintain organized documentation and filing systems. Create and implement standard operating procedures. Monitor deadlines and ensure timely completion of tasks. Coordinate cross-functional activities. Special Projects and Support: Lead or participate in special projects as assigned. Provide technical and operational support. Identify process improvement opportunities. Support strategic initiatives and new implementations. Collaborate with SMEs (product managers, legal, compliance) as needed. Contribute to advisory councils and stakeholder groups. Perform other job related duties and special projects as needed.
Requirements
- Bachelor's degree or 6+ years related experience required with at least two years of experience with financial products (preferred), such as life insurance, disability insurance, annuities, mutual funds, or 401(k) plans.
- Strong communication and listening skills.
- Demonstrates ability to build solid, trusting relationships.
- Must be able to balance working independently and partnering with differing stake holders.
- Demonstrates expertise and professionalism in all interactions, both internal and external.
Nice To Haves
- Salesforce experience is highly preferred.
Responsibilities
- Serve as primary point of contact for business processing activities.
- Develop and implement efficient processing workflows.
- Ensure accurate and timely completion of all business transactions.
- Monitor and track processing metrics.
- Maintain documentation in CRM and compliance standards.
- Build and maintain strong relationships with key stakeholders.
- Provide regular updates and communication to partners.
- Coordinate with internal teams to resolve issues.
- Facilitate meetings and discussions between parties.
- Support ongoing relationship development initiatives.
- Track and manage multiple projects simultaneously.
- Maintain organized documentation and filing systems.
- Create and implement standard operating procedures.
- Monitor deadlines and ensure timely completion of tasks.
- Coordinate cross-functional activities.
- Lead or participate in special projects as assigned.
- Provide technical and operational support.
- Identify process improvement opportunities.
- Support strategic initiatives and new implementations.
- Collaborate with SMEs (product managers, legal, compliance) as needed.
- Contribute to advisory councils and stakeholder groups.
- Perform other job related duties and special projects as needed.
Benefits
- Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
- Pension Eligible
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Funds, Trusts, and Other Financial Vehicles
Number of Employees
5,001-10,000 employees
