Implementation Specialist Jobs

About The Position

Requirements

• 3-5 years of relevant professional experience
• Bachelor’s Degree from an accredited College or University
• Ability to partner cross functionally across multiple business units
• Maintains a high level of professionalism and knowledge of the defined contribution industry, service providers, regulations and trends
• Collaborate effectively with all levels of the organization
• Works with a high degree of accuracy, organization, and detail orientation
• Excellent written and verbal communication skills
• Displays the ability to be flexible with multiple priorities and changing deadlines

Responsibilities

• Assist with converting referrals from Institutional Growth into clients as assigned by Director
• Serve as the primary contact for new clients and recordkeepers during the onboarding process
• Maintain and execute on project timelines for timely plan implementations and/or conversions
• Attend assigned recordkeeper and client meetings including welcome and/or launch calls, plan design calls, and any other necessary internal and team meetings
• Strive to exceed client expectations of the Pathway DC solution throughout the onboarding process
• Understand end-to-end onboarding workflow and proactively strive for efficiency and scalability
• Maintain a current understanding and compliance with Mariner policies and procedures
• Other duties as assigned