Consultant Implementation - Core Gov

Empower Finance; Pateros; On-site; PHP 420,000 - 700,000; Full time

Job summary

Empower Finance is seeking a Conversion Consultant to manage non-complex retirement plan start-up sales and conversions. Under moderate supervision, you will contact sponsors, advisors, and administrators, coordinate asset transfers, and ensure compliance and timely execution.

You will drive weekly calls, review documents, map payroll, and maintain deadlines while ensuring accurate plan restatements and smooth transitions to client service management.

Qualifications

• Bachelor's degree in business or related field preferred.
• 1-2 years implementation or related work experience.
• Proficient knowledge of IRS codes: 457, 401(k), 403(b), 401(a).
• Proficient IRS/DOL reporting knowledge and plan document knowledge.
• Excellent written and verbal communication skills.
• Strong attention to detail and time management.
• Moderate autonomy with able to escalate high impact decisions.

Responsibilities

• Install standard/non-complex new transfer or start-up retirement plan sales.
• Primary contact for Empower during the conversion process.
• Coordinate weekly conference calls with plan sponsors, advisors, and administrators.
• Discuss service agreements and product features with stakeholders for accuracy.
• Review plan provisions and ensure accurate restatement of retirement plan documents.
• Coordinate payroll file mapping with the plan sponsor.
• Facilitate transfer of plan assets and records with providers and internal teams.
• Maintain deadlines and timelines for transfer/start-up activity.
• Produce quality work and follow QA measures.
• Transition plans from blackout to ongoing client service management.

Skills

Communication skills

Time management

Attention to detail

Autonomy

Stakeholder management

Coordination with sponsors/advisors

Education

Bachelor's Degree in Business or related field

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.

Under moderate supervision, responsible for the successful installation of non-complex new retirement plan sales, acting project manager and consultant for conversion activities. The Conversion Consultant will also act 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 various internal departments with respect to the timing of conversion, outstanding items, critical tasks and overall project management.
• Discusses 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.
• Coordinates the integration and mapping of payroll files/methods with the plan sponsor to Empower.
• Facilitate the transfer of plan assets and records though 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 knowledge.
• Proficient regulatory compliance and plan document knowledge.
• Excellent written and verbal communication skills.
• Strong attention to detail required.
• Excellent time management.
• Moderate level of autonomy and degree of decision making and 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 director s, prior providers, payroll vendors and various 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 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.