Act as the primary contact for Empower to manage the successful installation of standard/non-complex new transfer or start-up retirement plan sales
Discuss service agreements, contracts and product features with plan sponsors, financial advisors and third-party administrators for suitability and comprehension of administrative duties
Review plan provisions with plans electing internal compliance services to ensure accurate restatement of retirement plan documents
Coordinate the integration and mapping of payroll files/methods with the plan sponsor to Empower
Facilitate the transfer of plan assets and records through written and verbal communication with prior providers, client contacts and various internal departments
Maintain established internal deadlines and timelines associated with transfer and start-up plan activity
Produce quality work on assigned sales through various quality assurance measures
Follow established procedures designed to minimize market risks and gain/loss situations
Transition plans timely from blackout release to the on-going Client Service Manager
Work extended hours and overtime during peak seasons or high volume
Requirements
Bachelor's degree in Business or related field preferred
1 - 2 years Implementation or related work experience
Excellent written and verbal communication skills
Strong attention to detail required
Excellent time management
Must be fluent in English
Must be available to work overnight hours
What will set you apart
Proficient knowledge of various IRS codes; 401(k), 403(b), 401(a), 457(b)
Proficient knowledge of IRS/DOL reporting knowledge
Proficient regulatory compliance and plan document knowledge
Benefits
Vision insurance401(k)Flexible schedule
Additional Information
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Implementation Consultant is responsible for the successful installation of new retirement plan sales, acting as the project manager and consultant for conversion activities. The Implementation Consultant will also act as the point of contact with plan sponsors, financial advisors and third-party administrators.
Empower · Manila, Philippines