Position Description:

Supports the facilitation of implementation and conversion of new customers through the development of recordkeeping services for 401K retirement plans. Handles the end-to-end facilitation, coordination, and transition of conversions by developing a business process and obtaining critical business requirements for initiatives. Leverages specialized knowledge of methodologies, tools, and platforms to manage multiple projects for new and existing clients. Oversees projects and communicates project information to internal stakeholders. Reviews client’s registered plan documents and configure the plans to align with investment options. Leads multiple and projects from inception to completion. Develops and strengthens conversion processes for 401K plans, and identifies and implements opportunities for process improvements.

Primary Responsibilities:

• Manages projects to develop new clients.

• Identifies service integration issues and develops solutions and alternatives before adverse impacts are felt.

• Presents project status and deliverables to internal and external partners, informing stakeholders of project progress.

• Informs stakeholders of project status and their role in the project implementation.

• Negotiates with business partners to determine satisfactory solutions when conflicts arise between client needs and organization capabilities.

• Identifies potential risk items and mitigates the risks.

• Oversees the execution of projects as they progress through internal processes, ensuring completion and accuracy.

• Ensures the successful completion of specific outputs, and communicates information to internal partners.

• Reviews clients’ registered plan documents and configures plans within proprietary internal systems.

• Modifies fund investment options.

• Develops high-level process improvements and modifications, and directly supports specific high-profile conversion processes.

Education and Experience:

No degree and five (5) years of experience as a Manager, Client Service Implementation (or closely related occupation) implementing new clients through the transition of recordkeeping services for 401(k) retirement plans using Salesforce or Zoom in a financial services environment.

Or, alternately, Bachelor’s degree (or foreign education equivalent) in Business Administration, Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Commerce or a closely related field and three (3) years of experience as a Manager, Client Service Implementation (or closely related occupation) implementing new clients through the transition of recordkeeping services for 401(k) retirement plans using Salesforce or Zoom in a financial services environment.

Or, alternatively, Master’s degree (or foreign education equivalent) in Business Administration, Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Commerce or a closely related field and one (1) year of experience as a Manager, Client Service Implementation (or closely related occupation) implementing new clients through the transition of recordkeeping services for 401(k) retirement plans using Salesforce or Zoom in a financial services environment.

Skills and Knowledge:

Candidate must also possess:

• Demonstrated Expertise (“DE”) performing data analytics and system configuration of the clients’ implementation journey across distribution channels — phone, web, systems — to execute smooth transition and timely delivery of high impact project milestones – using Cloud Coach or Salesforce.

• DE generating and collating conversion data for analytical purposes using Business Objects (SAP) or Tableau; and managing projects using Agile tools and methodologies — Jira or Confluence.

• DE facilitating IRS pre-approved plan documents, and gathering and interpreting business and stakeholder functional and technical requirements, analytical strategies, and data transformations to support and inform business decision-making within a direct-to-client financial services company — finance, products, sales, and service domains — using Salesforce, Zoom, or Microsoft Office.

• DE mapping business requirements and coordinating development and implementation processes using Cross Business Cross Tracking Routing or Control system.

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