Consultant Implementation - Core Gov

Empower Enterprise Philippines, Inc.; Manila; Hybrid; PHP 600,000 - 900,000; Full time

Job summary

Empower Enterprise Philippines, Inc. invites an Implementation Consultant - Government to manage the successful installation of standard retirement plan transfers and start-ups, serving as the project lead and primary contact for plan sponsors and financial advisors.

You will coordinate conversion timing, document restatements, and mapping of payroll files, while ensuring regulatory compliance and accurate plan provisions for government plans under $75M in assets.

Qualifications

• Bachelor’s degree in business or related field preferred.
• 1–2 years implementation/plan conversion or related retirement plan operations work experience required.
• Proficient knowledge of IRS codes including 401(k), 403(b), 401(a), and 457(b).
• Proficient knowledge of IRS/DOL reporting knowledge.
• Proficient regulatory compliance and plan document knowledge.

Responsibilities

• Lead the successful installation of standard/non-complex new transfer or start-up retirement plan sales, which includes acting 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 various internal departments with respect to 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

Skills

Project coordination

Client communication

Regulatory knowledge

Attention to detail

Education

Bachelor’s degree

Job description

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 - Government is responsible for the successful installation of non-complex new retirement plans, acting as the project manager and consultant for conversion activities. You’ll also act as the point of contact with Plan Sponsors, Financial Advisors, and Third-Party Administrators. This Implementation Consultant will focus on Government plans under $75MM in assets.

What you will do

• Lead the successful installation of standard/non-complex new transfer or start-up retirement plan sales, which includes acting 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 various internal departments with respect to 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

What you will bring

• Bachelor’s degree in business or related field preferred
• 1 – 2 years implementation/plan conversion or related retirement plan operations work experience required
• Proficient knowledge of various IRS codes including 401(k), 403(b), 401(a), and 457(b)
• Proficient knowledge of IRS/DOL reporting knowledge
• Proficient regulatory compliance and plan document knowledge
• Strong attention to detail required

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.

Remote and Hybrid Positions

For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate homework environment and the required internet connection.