Implementation Specialist (Remote - US)

Freddie Mac; United States; Remote; USD 70,000 - 85,000; Full time

Job summary

A leading company in the financial services sector is seeking an Implementation Specialist to manage the onboarding of new retirement plans. This remote position requires excellent communication skills, a detail-oriented approach, and the ability to handle multiple tasks effectively. Ideal candidates will have over 5 years of experience in a client-focused role, ensuring high levels of service throughout the implementation process.

Benefits

Comprehensive medical, dental, disability, and life insurance

401(k) plan with employer match

Paid time off and holidays

Company-provided computer and tools

40-hour work week with flexibility and autonomy

Qualifications

• 5+ years of experience in retirement plan onboarding or implementation.
• Strong communication skills, both written and verbal.
• Proven ability to manage multiple projects effectively.

Responsibilities

• Manage the onboarding process for new retirement plans.
• Serve as the primary point of contact during the implementation phase.
• Input plan data into internal systems in accordance with company policies.

Skills

Communication

Time Management

Problem Solving

Detail-oriented

Job description

Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.

One of our companies is currently looking for an Implementation Specialist in the United States.

This role is ideal for a client-focused professional who excels in onboarding new clients and managing plan implementation from start to finish. You'll serve as a key liaison between internal teams, clients, advisors, and service providers, ensuring smooth transitions and a high level of service. The right candidate will be proactive, organized, and comfortable handling multiple tasks while clearly communicating plan requirements and timelines. This is a fully remote position offering the opportunity to work independently while being supported by expert sales, document, and compliance teams.

Accountabilities:

• Manage the onboarding process for new retirement plans, ensuring timely and accurate implementation
• Serve as the primary point of contact for clients, advisors, and platform providers throughout the implementation phase
• Coordinate collection of essential data such as census info, compliance testing records, and IRS forms
• Review and complete plan documents, adoption agreements, and platform provider paperwork
• Guide clients through basic plan operation questions and maintain clear, professional communication
• Participate in weekly calls with stakeholders to ensure alignment and progress on timelines
• Input plan data into internal systems and compliance software in accordance with company policies

Requirements

• 5+ years of experience in retirement plan onboarding or implementation
• Strong communication skills, both written and verbal
• Proven ability to manage multiple projects in a remote, results-driven environment
• Highly organized with strong time management and problem-solving abilities
• Detail-oriented with the ability to grasp and explain technical plan provisions
• Willingness to learn and grow professionally; industry certifications are a plus
• Must be authorized to work in the United States

Benefits

• Base salary: $70,000-$85,000 USD (salaried, non-exempt)
• Comprehensive medical, dental, disability, and life insurance
• 401(k) plan with employer match
• Paid time off and holidays
• Fully remote work (within the U.S.)
• Company-provided computer and tools
• 40-hour work week with flexibility and autonomy

Jobgether hiring process disclaimer

This job is posted on behalf of one of our partner companies. If you choose to apply, your application will go through our AI-powered 3-step screening process, where we automatically select the 5 best candidates.

Our AI thoroughly analyzes every line of your CV and LinkedIn profile to assess your fit for the role, evaluating each experience in detail. When needed, our team may also conduct a manual review to ensure only the most relevant candidates are considered.

Our process is fair, unbiased, and based solely on qualifications and relevance to the job. Only the best-matching candidates will be selected for the next round.

If you are among the top 5 candidates, you will be notified within 7 days.
If you do not receive feedback after 7 days, it means you were not selected. However, if you wish, we may consider your profile for other similar opportunities that better match your experience.

Thank you for your interest!

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