About The Position
Representative III, BPS Client & Product Onboarding - Experienced individual contributor in BPS Client & Product Onboarding, accountable for quality delivery and continuous improvement. Core strengths: Communication, Customer Service, Problem Solving. What You Will Be Doing Manage onboarding and conversion projects for new retirement plan clients. Serve as a primary client‑facing partner, engaging with advisors, plan sponsors, and external recordkeepers. Lead multiple onboarding projects concurrently while meeting delivery timelines and quality standards. Partner closely with internal project managers, onboarding specialists, and leadership teams. Own project plans, deliverables, timelines, and ongoing client communications. Drive accountability across cross‑functional teams to ensure accurate and complete onboarding requirements. Provide guidance and review work completed by less experienced team members; act as a subject matter expert. Identify process improvement opportunities and recommend enhancements to onboarding workflows. Resolve difficult and sometimes complex onboarding issues independently. Perform other related duties as assigned.
Requirements
- Retirement industry experience required, including new business onboarding, conversions, rollovers, or recordkeeping‑related work.
- Proven project management experience, including management of multiple concurrent initiatives.
- Strong client‑facing experience with advisors, plan sponsors, and external partners.
- Experience working with major retirement plan recordkeepers.
- Excellent problem‑solving skills with the ability to navigate complex issues.
- Ability to work independently with limited supervision.
- Strong organizational skills, attention to detail, and ability to manage deadlines effectively.
- Strong written and verbal communication skills.
- Ability to influence others regarding policies, procedures, and best practices.
- Demonstrated ability to provide guidance and review the work of less experienced professionals.
Responsibilities
- Manage onboarding and conversion projects for new retirement plan clients.
- Serve as a primary client‑facing partner, engaging with advisors, plan sponsors, and external recordkeepers.
- Lead multiple onboarding projects concurrently while meeting delivery timelines and quality standards.
- Partner closely with internal project managers, onboarding specialists, and leadership teams.
- Own project plans, deliverables, timelines, and ongoing client communications.
- Drive accountability across cross‑functional teams to ensure accurate and complete onboarding requirements.
- Provide guidance and review work completed by less experienced team members; act as a subject matter expert.
- Identify process improvement opportunities and recommend enhancements to onboarding workflows.
- Resolve difficult and sometimes complex onboarding issues independently.
- Perform other related duties as assigned.
Benefits
- Competitive compensation and comprehensive benefits package.
- Opportunities for career growth within retirement onboarding, conversions, and project leadership paths.
- A collaborative environment that values ownership, expertise, and continuous improvement.
- Exposure to high‑visibility onboarding projects supporting major retirement plan clients.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
