Sr. Retirement Plan Conversion Coordinator (PA2024081207)
About The Position
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Title: Retirement Plan Services Group – Plan Implementation Specialist Location: Hybrid – Kansas City, MO or Braintree, MA - ONLY Get To Know The Team: SS&C Retirement Solutions is a market-leading provider of technology, retirement recordkeeping and outsourcing solutions. As the third-largest provider of retirement services, we have over 250 institutional clients that use our platforms and services to participate in the defined contribution, IRA, and retirement income markets. SS&C Retirement Solutions aspires to be the partner of choice for the industry’s leading retirement plan providers by offering tailored solutions that help drive providers’ vision, reinforce their value proposition, and support their strategic goals. The Plan Implementation Specialist is responsible for all new plans received from the point of sale through the transition to existing business account managers across multiple clients. This includes coordinating all activities with Plan Sponsors, Third Party Administrators, Broker/Agents, Institutional clients and internal groups. The Implementation Specialist is the main point of contact throughout the entire implementation process for all parties; maintaining a detailed project plan that highlights milestones and target date, providing superior pro-active client service. Why You’ll Love It At SS&C! Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeans Your Future: Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities. Work/Life Balance: Unlimited Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays Your Well-being: Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave, and more Diversity & Inclusion: Committed to Being an Organization that Welcomes, Celebrates, and Thrives on Diversity Training: Hands-On and Customized by your Team, including Technical and E-Learning Resources Extra Perks: Discounts on fitness memberships, cell provider, childcare, travel, and more!
Requirements
- Bachelor’s degree or 3-5 years of experience in financial services or similar environment and 1-2 years project management
- Knowledge of retirement plan recordkeeping and of retirement plan products and services
- Excellent verbal and written communication skills
- Problem-solving critical thinking skills; ability to analyze data and take action
- Career-oriented, highly motivated self-starter
- Ability to work in a fast-paced, collaborative environment
- Excellent time management with strong organizational skills
- Project Management Skills
- Strong Customer Service orientation
- Able to work onsite 6 days per month in the local office, per hybrid work policy.
Responsibilities
- Manage all aspects of the installation process for bundled and unbundled conversion and startup plans
- Manage a detailed project plan documenting each task with a target date; highlighting major milestones and managing that timeline
- Maintain a high level of service to clients by responsiveness, effective communications and completion of project deliverables in agreed upon timeframes according to contractual benchmarks
- Work collaboratively with management and internal teams to ensure timely and successful transitions
- Document Plan Implementation project requirements, notes and other critical information to be shared with relevant business units
- Establish effective communications and change management activities for plan sponsors, Third Party Administrators, advisers and clients
Benefits
- Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeans
- Your Future: Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities.
- Work/Life Balance: Unlimited Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays
- Your Well-being: Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave, and more
- Diversity & Inclusion: Committed to Being an Organization that Welcomes, Celebrates, and Thrives on Diversity
- Training: Hands-On and Customized by your Team, including Technical and E-Learning Resources
- Extra Perks: Discounts on fitness memberships, cell provider, childcare, travel, and more!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
