Retirement Implementation Manager

Job Summary

A company is looking for a Retirement (Wealth) Implementation Manager.

Key Responsibilities

• Manage the transition of Wealth (Retirement Defined Contribution) products and services through effective project management
• Serve as a liaison between clients, prior record-keepers, and internal departments to ensure a seamless client experience
• Drive resolution for complex customer inquiries and recommend process improvements

Required Qualifications

• Bachelor's degree or equivalent preferred
• 8+ years of experience in the Wealth (Retirement Defined Contribution) industry
• 8+ years of implementation project management experience
• Experience with data integration and data exchange with business clients
• Extensive knowledge of Microsoft Office Suite, particularly Excel, Word, and PowerPoint