Lead Transition Consultant - Retirement Plans

Ameritas • Lincoln, NE

407d • Onsite

About The Position

The Lead Transition Consultant for Retirement Plans at Ameritas serves as the primary liaison among financial professionals, clients, regional directors, and internal partners during the installation and conversion of retirement plans. This role is crucial in ensuring a smooth transition from sale to service, developing and maintaining professional relationships to guarantee that clients receive the necessary services.

Requirements

• Bachelor's Degree (preferably in business or finance) or equivalent combination of education and experience required.
• 3 or more years of relevant retirement plans experience required including extensive knowledge of relevant complex legal requirements and contracts.
• Retirement plans implementation experience.

Nice To Haves

• MEP (multiple employer plan), PEP (pooled employer plan), and/or PEO (professional employer organization) experience desired.

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 associates, financial professionals, TPAs, and clients.
• Own timely, professional, and accurate resolutions to client concerns, questions, and problems 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 ongoing service through conversion of plan to the client service team(s).

Benefits

• 401(k) Retirement Plan with company match and quarterly contribution
• Tuition Reimbursement and Assistance
• Incentive Program Bonuses
• Competitive Pay
• Flexible Hybrid work
• Thrive Days - Personal time off
• Paid time off (PTO)
• Health Benefits: Medical, Dental, Vision
• Health Savings Account (HSA) with employer contribution
• Well-being programs with financial rewards
• Employee assistance program (EAP)
• Professional development programs
• Leadership development programs
• Employee resource groups
• StrengthsFinder Program
• Matching donations program
• Paid volunteer time - 8 hours per month
• Generous paid maternity leave and paternity leave
• Fertility, surrogacy and adoption assistance
• Backup child, elder and pet care support

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees