Jobs in Whitby, Kanada

Position Lead Transition Consultant - Retirement Plans

Location Remote USA Position – Ameritas HQ is Lincoln, Nebraska, United States

Job Type Full-time

This position serves as the primary liaison between the financial professional, client, regional director, and internal partners during the plan installation and conversion. Responsible for the installation of all new retirement plans and for developing and maintaining professional relationships with financial professionals and clients to ensure required services are provided. As the client’s first impression of the home office, this role ensures a smooth transition from sale to service.

• Develop relationships with plan sponsors, financial professionals, and TPAs.
• Coordinate the transfer of plan assets, generate notices, and direct allocation of transferred assets.
• Support and coordinate with the sales team for the assigned region.
• Advocate the implementation process to internal and external parties including but not limited to associates, financial professionals, TPAs, and clients.
• Own timely, professional, and accurate resolutions to client concerns and problems, including during high-stress situations.
• Drive client service initiatives including process improvements to enhance the client experience.
• Maintain risk awareness and regulatory knowledge.
• Coordinate changes required by the compliance team based on legally required changes.
• Allocate and verify asset transfers ensuring funds are allocated correctly and balances are accurate.
• Ensure a smooth transition for ongoing service through conversion to the client service team(s).

• Bachelor’s Degree (preferably in business or finance) or equivalent combination of education and experience.
• 3 or more years of relevant retirement plans experience, including:
• Extensive knowledge of relevant complex legal requirements and contracts.
• Retirement plans implementation experience.
• MEP (multiple employer plan), PEP (pooled employer plan), and/or PEO (professional employer organization) experience is a plus.

• Benefits and compensation details below.

Ameritas is an insurance, financial services, and employee benefits provider. Our purpose is fulfilling life, helping people get more out of life.

We offer energizing work challenges, flexible hybrid work options, and time for family and community. Our benefits cover what you expect and more.

• For your money: 401(k) with company match and quarterly contribution, tuition reimbursement and assistance, incentive program bonuses, competitive pay.
• For your time: Flexible hybrid work, Thrive Days (personal time off), paid time off (PTO).
• For your health and well-being: Medical, dental, vision, Health Savings Account with employer contribution, well-being programs with rewards, Employee Assistance Program (EAP).
• For your professional growth: Professional development programs, leadership development programs, employee resource groups, StrengthsFinder program.
• For your community: Matching donations program, paid volunteer time (8 hours per month).
• For your family: Generous paid maternity/paternity leave, fertility/surrogacy/adoption assistance, backup child, elder, and pet care support.

Equal Opportunity Employer: Ameritas is an Equal Opportunity/Affirmative Action Employer. We hire based on qualifications and work ethic regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. We foster an inclusive culture and diverse workplace.

This position will be open for a minimum of 3 business days or until filled.

The pay range posted reflects a nationwide minimum to maximum and may vary by location. Final pay is based on role, career level, work location, skill set, and experience. Eligible for comprehensive benefits and Short-Term Incentive Plan with annual target defined by the plan.

Pay Range: $65,382.00 - $107,880.00 / year

Pay transparency is a core principle of fairness, equity, and accountability. We share pay ranges to promote equitable compensation practices.