Onboarding Consultant

Ascensus•Lake Mary, PA

2d•Remote

About The Position

As an Onboarding Consultant at FuturePlan, you will own the end-to-end onboarding experience for all retirement plan types—start-up and takeover plans—ensuring a seamless transition from sales through go-live. Acting with a “Day 1” mindset, you will take full responsibility for managing client and advisor expectations, driving timelines, and delivering an exceptional onboarding experience that reflects FuturePlan’s commitment to excellence.

Requirements

Bachelor’s degree in Business, Finance, Accounting, or related field; or equivalent professional experience.
5+ years of experience in retirement plan administration, onboarding, or financial services; experience with multiple plan types (DC, DB, start-up, takeover) strongly preferred.
Familiarity with recordkeeping platforms such as FTW and ASC; ability to quickly learn and adapt to new technology tools.
Advanced proficiency in Microsoft Office Suite (Excel, Word, Outlook); ability to manage and analyze data effectively.
Working knowledge of ERISA, IRS, and DOL regulations, and plan document structures (prototype and individually designed).
Experience with plan reconciliations, trust accounting, and conversion processes.
Proficiency in InContact (call center platform) and Salesforce (CRM) for client communication and workflow management.
Exceptional client service orientation with strong presentation, facilitation, and negotiation skills.
Excellent written and verbal communication skills; ability to communicate clearly and professionally with clients, advisors, and internal teams.
Strong analytical and problem-solving abilities with meticulous attention to detail and accuracy.
Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining quality and compliance.
Demonstrated ability to exercise sound judgment on issues that could impact financial outcomes and client relationships.
Skilled in conflict resolution and escalation management.
Collaborative team player who thrives in a culture of accountability and innovation.
Adaptable to change and committed to continuous improvement.
Willingness to work additional hours as needed to meet client and business needs.
Embodies FuturePlan’s core values and approaches every task with a “Day 1” mindset.

Nice To Haves

experience with multiple plan types (DC, DB, start-up, takeover) strongly preferred

Responsibilities

Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Own the onboarding process from plan sale through successful go-live, serving as the primary point of contact for clients and advisors.
Manage all onboarding activities including plan design validation, data collection, asset conversion oversight, and account setup with precision and compliance.
Effectively prioritize and manage caseload to consistently meet or exceed departmental service standards for quality and timeliness with minimal supervision.
Provide clear role definition and guidance to all stakeholders involved in the onboarding process to ensure alignment and accountability.
Act in the role as the subject matter expert on specific topics for initiatives with accountability for training and assisting others across departments in area of expertise.
Provide training to members of team as opportunities arise.
Coach and mentor team members and provide feedback to manager for performance and improvement purposes.
Perform other duties and participate in or head special projects as assigned.
Collaborate across teams to identify and implement process improvements that enhance efficiency and client experience.
Coordinate documentation and approvals with clients and advisors to ensure all onboarding requirements are complete and accurate for plan installation.
Maintain proactive communication with internal departments (Sales, Onboarding Management, Service) through workflow updates and status reporting to keep all parties informed.
Update systems and reports consistently to reflect real-time progress and ensure transparency throughout the onboarding lifecycle.
Deliver client training and support to facilitate timely completion of client responsibilities and resolve issues promptly.
Monitor internal task completion to ensure deadlines are met and dependencies are managed effectively.
Ensure compliance and accuracy during plan conversions and asset transitions, applying FuturePlan’s best practices and operational standards.
Build trust through proactive communication with clients and advisors, anticipating needs and addressing concerns quickly.
Provide accurate plan education to financial professionals and clients through ongoing training and self-development.
Champion continuous improvement by identifying opportunities to streamline processes, reduce risk, and elevate client satisfaction.