Transition Specialist

NFP•Charlotte, NC

1d•$57,000 - $92,000

About The Position

The Transition Specialist is responsible for project management during the conversion of a retirement plan client from one recordkeeping platform to another. During this three-month process, the Transition Specialist will be the client’s primary contact for inquiries regarding the conversion, will participate in weekly timeline calls, and will be responsible for ensuring all best practices are followed throughout the process. The Transition Specialist will work closely with the retirement client’s assigned Plan Advisor, and with the assigned conversion manager from the recordkeeping partner.

Requirements

At least 5 years’ experience working with defined contribution retirement plans
Basic knowledge of investments
Good understanding of retirement plan design & compliance requirements
Must be customer-service oriented, and work well in a team environment
Willingness and ability to learn on the job
Very good organization skills
Ability to work with computer databases and Microsoft Office Suite

Nice To Haves

Series 6,63 & 65 or Series 7 & 66 are recommended, but not required
Life & Health license is recommended, but not required.
Retirement plan designation preferred, but not required.

Responsibilities

Conversion project management
Participate in weekly status calls
Client relationship management during the conversion
Develop transition participant communication plan
Conduct participant education seminars, in person or via webinar, to explain the transition process.
Ensure adherence to NFP transition best practices.