Sr. Retirement Plan Implementation Specialist - PA206_IMP_Q2_R001
About The Position
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 Senior 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.
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
Nice To Haves
- Strong Retirement Plan experience – coordination, implementation systems.
- Subject Matter expert of Conversion and or Deconversion of qualified plans
- Project Management approach for fund reconciliation activities
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
- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off, holidays, and parental leave
- professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
1-10 employees
