Consultant Implementation - Core Gov

Empower; Taguig; Hybrid; PHP 3,769,000 - 5,653,000; Full time

Job summary

Empower is seeking a Conversion Consultant to oversee the successful installation of non-complex retirement plan sales and act as a key contact during conversions. You will coordinate with plan sponsors, financial advisors, and TPAs, while managing timelines and regulatory compliance.

Under moderate supervision, you will lead conversations on service agreements, map payroll data, and ensure accurate restatements of documents.

Qualifications

• Bachelor's Degree in Business or related field preferred.
• 1-2 years Implementation or related work.
• Proficient knowledge of IRS codes: 457, 401(k), 403(b), 401(a).
• Proficient knowledge of IRS/DOL reporting.
• Regulatory compliance and plan document knowledge.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• Excellent time management.
• Moderate autonomy with decision-making and escalation to management as needed.
• Experience coordinating with plan sponsors, financial advisors, and third-party admins.

Responsibilities

• Install standard/non-complex new transfer or start-up retirement plan sales.
• Act as primary contact during conversion process.
• Lead weekly conference calls with plan sponsors, advisors, third-party administrators and internal teams on timing, tasks and risks.
• Discuss service agreements and product features for suitability and comprehension of duties.
• Review plan provisions with plans electing internal compliance services for restatement of retirement documents.
• Coordinate the integration and mapping of payroll files/methods with the plan sponsor to Empower.
• Facilitate the transfer of plan assets and records across providers and internal departments.
• Maintain deadlines and timelines associated with transfer and startup activity.
• Produce quality work and handle other duties as assigned.

Skills

Excellent written and verbal comms

Strong attention to detail

Excellent time management

Moderate autonomy & decision making

Stakeholder coordination

Education

Bachelor's Degree in Business or related field

Tools

IRS/DOL reporting knowledge

IRS codes familiarity (457, 401(k), 403(b), 401(a))

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.