Lead Transition Consultant - Retirement Plans

Ameritas•Lincoln, NE

2d•Remote

About The Position

This position serves as the primary liaison between the financial professional, client, regional director, and internal partners during the plan installation and conversion. This position is responsible for the installation of all new retirement plans. This role develops and maintains professional relationships with financial professionals and clients to ensure required services are being provided to the client. As the client's first impression of the home office, this position is responsible for ensuring a smooth transition from sale to service.

Requirements

Bachelor's Degree (preferably in business or finance) or equivalent combination of education and experience required.
3 -5 of relevant retirement plans experience required including:
Extensive knowledge of relevant complex legal requirements and contracts.
Retirement plans implementation experience.
Less than 2 years’ experience coaching others

Nice To Haves

MEP (multiple employer plan), PEP (pooled employer plan), and/or PEO (professional employer organization) experience desired.
QKA-Qyalified 401(k) Administrator or other ASPPA certification

Responsibilities

Develop relationships with plan sponsors, financial professionals, & TPAs.
Coordinate the transfer of plan assets, generate affiliated notices, and direct allocation of transferred assets.
Support and coordinate with the sales team for assigned region.
Advocate the implementation process to internal and external parties including but not limited to associates, financial professionals, TPAs, and clients.
Own timely, professional, and accurate resolutions to client concerns, questions, and problems possibly during high stress situations.
Drive client service initiatives including process improvement to enhance client experience.
Maintain risk awareness and regulatory knowledge.
Coordinate changes required by the compliance team based on legally required changes.
Allocate and verify asset transfers ensuring money has been allocated appropriately and balances are correct.
Ensure smooth transition for on-going service through conversion of plan to the client service team(s).