Experienced Implementation Account Manager

Do you enjoy establishing new relationships and delivering excellent client service? Would you rather assist plan sponsors with the implementation phase of a plan and let someone else handle the routine annual administration of the plan? Are you excellent at communicating verbally and via email? Do you want the flexibility and convenience of working from home while at the same time enjoy being challenged to continue learning and growing?

Our implementation account manager position focuses exclusively on on-boarding new clients while providing excellent client/advisor service. Our implementation account manager position is supported by a strong sales group, plan document team, and compliance department.

The company is a vibrant and growing national third party, non-producing administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide advancement opportunities for our professionals.

Job Responsibilities

• Provide excellent client/advisor experience during the implementation phase of their plan

• Request and coordinate collection of data such as census information, plan documents, prior compliance testing, and IRS forms from clients and outside professionals

• Act as a liaison between clients, advisors, and platform providers during the implementation phase of the plan

• Review plan adoption agreements and complete plan provision paperwork for the various platform providers

• Assist clients with plan provision inquiries to ensure a basic understanding of plan operation

• Participate in weekly calls with clients, financial professionals, and platform providers to manage plan timelines

• Set-up internal systems, and load information into our compliance software

• Perform work according to the company policies and procedures

Qualifications

• Five or more years of retirement plan implementation/onboarding experience

• Ability to manage workload towards weekly goals in a results oriented team environment

• Excellent written and verbal communication skills

• Excellent time management, organizational skills, and ability to multi-task

• High level of critical thinking

• Coachable and committed to professional development; industry credentials are an added bonus

Compensation and Benefits

• Base Salary $70,000-$90,000

• Salaried, non-exempt

• Medical, dental, disability, and life insurance

• Paid time off

• the company(k) plan with employer match

Work Location/Hours

• Work from home

• Must work from USA and be authorized to work for any US employer

• We will supply all necessary computer equipment

• 40-hour work week

We get it. We listen. We communicate.

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