Implementation Consultant - Core

Empower Enterprise Philippines, Inc. - Internal; Taguig; On-site; PHP 360,000 - 600,000; Full time

Job summary

Empower Enterprise Philippines, Inc. is seeking an Implementation Consultant in Metro Manila to lead the successful installation of standard/non-complex retirement plan sales and act as the project manager for conversion activities.

You will serve as the primary contact for plan sponsors, financial advisors and third-party administrators, coordinating timelines, contracts, and documentation to ensure accurate restatement and compliant implementation.

Qualifications

• Bachelor's degree in Business or related field
• 1–2 years implementation or related work experience
• Excellent written and verbal communication skills
• Strong attention to detail
• Excellent time management
• Must be fluent in English
• Proficient knowledge of IRS codes; 401(k), 403(b), 401(a), 457(b)
• Proficient regulatory compliance and plan document knowledge

Responsibilities

• Act as the primary contact for Empower to manage the successful installation of standard/non-complex new transfer or start-up retirement plan sales
• Perform weekly conference calls with client contacts to coordinate conversion timing and project management
• Discuss service agreements, contracts and product features with plan sponsors and financial advisors
• Review plan provisions to ensure accurate restatement of retirement plan documents
• Coordinate payroll file/mapping integration with the plan sponsor
• Facilitate transfer of plan assets and records with prior providers and internal teams
• Maintain deadlines and timelines for transfer and start-up activity
• Produce quality work on assigned sales through QA measures
• Follow procedures to minimize market risks and gain/loss scenarios
• Transition plans from blackout release to ongoing Client Service Manager

Skills

Excellent written/verbal communication

Excellent time management

Fluent in English

Attention to detail

Strong communication

Education

Bachelor's degree in Business or related field

Tools

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

Job description

About the role

The Implementation Consultant is responsible for the successful installation of new retirement plan sales, acting as the project manager and consultant for conversion activities. The Implementation Consultant will also act as the point of contact with plan sponsors, financial advisors and third-party administrators.

What you will do

• Act as the primary contact for Empower to manage the successful installation of standard/non-complex new transfer or start-up retirement plan sales
• Perform weekly conference calls on assigned sales and consult 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
• 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

What you will bring

• Bachelor's degree in Business or related field preferred
• 1 - 2 years Implementation or related work experience
• Excellent written and verbal communication skills
• Strong attention to detail required
• Excellent time management
• Must be fluent in English
• Proficient knowledge of various IRS codes; 401(k), 403(b), 401(a), 457(b)
• Proficient knowledge of IRS/DOL reporting knowledge
• Proficient regulatory compliance and plan document knowledge