Job Summary
A company is looking for a Plan Implementation Manager.
Key Responsibilities:
- Build and maintain relationships throughout the post-sale implementation and ongoing service processes
- Manage a full caseload of varying complexities, ensuring timely plan set-up and compliance
- Coordinate with internal teams to ensure accurate onboarding and service delivery for retirement plans
Required Qualifications:
- 1 - 3 years of experience as a Plan Implementation Manager or in a similar role
- Experience with the FIS Omni Recordkeeping Platform is highly desirable
- Firm understanding of U.S. Retirement marketplace and Plan Provider Services
- Proven knowledge of U.S. Retirement regulations and operations
- Experience in end-to-end processes related to plan onboarding and participant services
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