The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary This role is responsible for delivering an exceptional, customer-first onboarding experience for new clients and partners transitioning defined contribution plans to The Standard. You’ll oversee all installation activities, ensuring timely communication, coordination, and execution of deliverables throughout the implementation process. From paperwork and enrollment meetings to system training and technical support, you’ll guide clients through every step—setting them up for long-term success and a seamless handoff to the ongoing service team You’ll collaborate closely with internal partners including Implementation Coordinators and Data Specialists to manage timelines, escalate risks, and ensure all milestones are met. This role also includes leading plan document and design reviews, training clients on systems like PlanNet, PRO, and PSC, and providing ongoing technical guidance.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Mid Level