Consultant Implementation - Core Gov

Empower; Manila; On-site; PHP 279,000 - 446,400; Full time

Job summary

Hispanic Alliance for Career Enhancement is looking for a Conversion Consultant in Metro Manila, Philippines. This role involves overseeing the installation of non-complex retirement plans, managing projects, and serving as the main point of contact for clients including plan sponsors and financial advisors. Candidates should have a Bachelor's Degree in Business or a related field, with 1-2 years of relevant experience. Strong communication skills and proficiency in IRS codes are essential.

Qualifications

• Bachelor's Degree in Business or related field preferred.
• 1–2 years of implementation or related experience.
• Proficient knowledge of IRS codes such as 457, 401(k), 403(b).

Responsibilities

• Responsible for installation of retirement plan sales.
• Act as primary contact during the conversion process.
• Perform weekly conference calls on assigned sales.

Skills

Excellent written and verbal communication skills

Strong attention to detail

Proficient knowledge of various IRS codes

Excellent time management

Moderate level of autonomy

Education

Bachelor's Degree in Business or related field

1–2 years Implementation or related work experience

Tools

IRS/DOL reporting knowledge

Job description

Under moderate supervision, the Conversion Consultant will be responsible for the successful installation of non‑complex new retirement plan sales and act as project manager and consultant for conversion activities. The role will also serve as the point of contact with Plan Sponsors, Financial Advisors, and Third‑Party Administrators.

Essential Functions

• Responsible for the successful installation of standard/non‑complex new transfer or start‑up retirement plan sales.
• Acts as the primary contact for Empower during the conversion process.
• Perform weekly conference calls on assigned sales and consults with various client contacts including plan sponsors, financial advisors, third‑party administrators, relationship/client service managers, regional sales directors, prior providers, payroll vendors, and internal departments regarding the timing of conversion, outstanding items, critical tasks, and overall project management.
• 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.
• Must be willing to work extended hours and overtime during peak seasons or high volume.
• Other duties and projects as assigned.

Qualifications

• Bachelor's Degree in Business or related field preferred.
• Other Preferred Qualifications.
• 1–2 years Implementation or related work experience.
• Proficient knowledge of various IRS codes: 457, 401(k), 403(b), 401(a), etc.
• Proficient knowledge of IRS/DOL reporting.
• Proficient regulatory compliance and plan document knowledge.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• Excellent time management.
• Moderate level of autonomy and degree of decision making; escalates high impact decisions to management while using general instructions to perform assigned tasks.
• Performs review of participant conversion data and activity to prevent risk of loss due to errors.
• Develops working relationships with peers and management.
• Interacts with a wide audience, including plan sponsors, financial advisors, third‑party administrators, relationship/client service managers, regional sales directors, prior providers, payroll vendors, and internal departments.

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required to perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.