Retirement Plan Implementation & Conversion Consultant

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

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.