Implementation Manager I, Retirement (Remote)

NBS, LLC; West Jordan (UT); Remote; USD 34,000 - 55,000; Full time

Job summary

A leading retirement services provider is seeking a full-time employee to oversee the implementation of retirement plans remotely. The ideal candidate will manage client communication, ensure compliance with regulations, and audit plans for effectiveness. Strong attention to detail, customer service skills, and the ability to communicate effectively are essential for success in this position. A Bachelor's degree or equivalent experience, along with relevant certifications, is preferred.

Qualifications

• Attention to detail and accuracy of work is critical in this role.
• Strong interpersonal and customer service skills are necessary to be successful.
• Proficient verbal and written communication skills.
• Follow established processes.
• Be motivated to contribute and have a positive, team-first attitude.
• Obtain and keep current on appropriate industry certifications.
• This is a remote position; you must have the technical aptitude to self-support in a remote work environment.

Responsibilities

• Complete the implementation of retirement plans with coordination efforts.
• Manage necessary documentation for compliance and operational accuracy.
• Audit individual plan designs for inefficiencies.
• Understand and apply relevant retirement plan laws and regulations.
• Maintain regular onboarding communication with cases; address questions.
• Learn and stay current on laws governing retirement plans through training.
• Meet or exceed KPIs in all measured areas.
• Perform other duties as assigned by supervisor and VP.

Skills

Attention to detail

Strong interpersonal skills

Customer service skills

Professional communication skills

Team-first attitude

Industry certs

Remote work aptitude

Education

Bachelor's degree or work equivalent

RPF, TGPC or QKA certification preferred

Retirement industry experience preferred

Job description

Overview

Full-time, fully remote position guiding the transition of plans from Business Development to operations and establishing an operational relationship with retirement plan sponsors. Regularly working 8 AM to 5 PM, Monday through Friday. Great opportunity for growth with an employee-focused organization. This position is full time, hourly and nonexempt.

Primary Duties

• Complete the implementation of retirement plans, coordinating and communicating directly with the client/broker/vendor during the implementation process
• Manage the collection and delivery of necessary documentation and regulatory paperwork; Review and verify for compliance and operational accuracy,
• Audit individual plan design for inefficiencies and to ensure proper fit to client's needs
• Understand and proficiently apply relevant laws and regulations to clients' retirement plan
• Maintain regular communication with your case load of onboarding clients to communicate onboarding progress and address any questions
• Learn and keep current on laws and regulations governing retirement plans through training and education
• Meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
• Perform other duties as assigned by team supervisor and department Vice President

Qualifications

• Attention to detail and accuracy of work is critical in this role
• Strong interpersonal and customer service skills are necessary to be successful in this role
• Must be able to represent NBS's standard of excellence with professional, articulate verbal and written communication skills
• Follow established processes
• Be motivated to contribute and have a positive, team-first attitude
• Obtain and keep current on appropriate industry certifications
• This is a remote position; You must have the technical aptitude needed to self-support in a remote work environment

Education and Experience

Bachelor's degree or work equivalent preferred. RPF, TGPC or QKA preferred. Retirement industry experience preferred. Physical Requirements - This position requires the employee to be seated most of the work time.

Note: The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your "at-will" status in anyway, and are subject to change at the discretion of National Benefit Services, LLC.