Implementation Specialist

Job Summary

A company is looking for an Implementation Specialist to assist plan sponsors with the implementation phase of their plans.

Key Responsibilities:

• Provide excellent client/advisor experience during the implementation phase of their plan
• Request and coordinate the collection of necessary data from clients and outside professionals
• Act as a liaison between clients, advisors, and platform providers during the implementation phase

Required Qualifications:

• Five or more years of retirement plan implementation/onboarding experience
• Ability to manage workload towards weekly goals in a results-only environment
• High level of critical thinking
• Coachable and committed to professional development; industry credentials are an added bonus