Senior Implementation Consultant (Hybrid - Philadelphia)

PCS Retirement•Philadelphia, PA

6d•$65,000 - $85,000•Hybrid

About The Position

As a Senior Implementation Consultant at PCS Retirement, you will be responsible for overseeing the seamless implementation and conversion of high-level, white label various retirement plan types. This role demands an expert-level understanding of retirement plan regulations and the ability to manage complex projects without gaps or missed timelines. You will serve as a key liaison among clients, advisors, TPAs, and internal teams, ensuring the highest standards of service and client satisfaction.

Requirements

5–10 years of progressive experience in client relationship management, retirement plan implementation, or recordkeeping operations, with a consistent record of managing complex or high-profile plan conversions.
Bachelor's degree is preferred but not required.
Expertise in retirement plans, including 401(k), 403(b), 457, Mergers & Acquisitions, with the ability to act as a strategic partner to clients and advisors.
Direct experience overseeing white label services or managing customized plan implementations end-to-end.
Demonstrated ability to lead meetings with C-suite executives, resolve escalations independently, and guide process enhancements.

Nice To Haves

Prior leadership or mentorship experience within an implementation or operations team is strongly preferred, including conducting regular work overview meetings with consultants to review progress, ensure alignment with objectives, and provide guidance or feedback as needed.
Actively pursuing or holding retirement industry designations (RPF, QPA, QKA) is strongly encouraged.

Responsibilities

Demonstrate in depth knowledge of the retirement industry and requirements for administering the various retirement products.
Demonstrate a thorough understanding of the company’s operational processes and consistently follow them.
Provide a high level of customer service, build relationships to ensure retention, and facilitate organic growth.
Adhere to established SLA during the implementation not limited to milestones and SalesForce cases.
Manage the day to day Administration/Implementation process of clients across various product lines (401k, 403(b), IRA, 457, Mergers, Acquisitions) and prioritize their needs.
Gather plan documents for conversions and facilitate their review by the plan documents team.
Conduct status meetings with plan sponsors, which may be required weekly, biweekly, or monthly, depending on client/advisor needs.
Actively communicate with clients, advisors, TPAs, and prior record keepers, ensuring clear expectations and timely updates.
Analyze deliverables and timetables to develop detailed project plans, considering SOX blackout and plan effective dates.
Ensure the accuracy of regulatory notices and enrollment materials and their distribution to participants.
Provide training to the Payroll Contact/Sponsor/Advisor/TPA on the recordkeeping system, going over the roles and responsibilities and reviewing features.
Conduct first payrolls and client payroll setup and complete retro recordkeeping as needed.
Oversee the transition of funds out of blackout periods, initiating extension notices when necessary.
Facilitate the collection and processing of conversion data, emphasizing zero-error quality checks and trust reconciliation.
Address and resolve data conversion issues effectively, maintaining client satisfaction and positive relationships.
Delegate and monitor record-keeping setup, asset transfer, allocation, and first deposits, including integrating and mapping payroll files with the Integration Team.
Ensure white labeled clients processes are followed throughout implementation.
Responsible for processing transactions for money movement and trade corrections and payroll file processing assistance, as well as updating fund fact sheets and enrollment guides.
Assist Management in identifying procedures and policies that are outdated or ineffective and provides suggested improvements.
Demonstrate efficiency and flexibility in performing detailed transactions in a fast-paced work environment with frequent interruptions and competing priorities.
Conduct themselves professionally and partners with upper Management accordingly.
Perform other duties and responsibilities as assigned