Onboarding Manager, (TFG)

Remote; San Francisco (CA); Remote; USD 65,000 - 80,000; Full time

Benefits offered by this job

Flexible Workplace

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Workplace Perks

Job summary

The Finway Group, a Strongpoint partner, seeks a Retirement Onboarding Manager to lead a team of Onboarding Specialists and drive seamless onboarding for new retirement plan clients. You will manage end-to-end onboarding, ensure accuracy, and coach staff to scale operations.

You will oversee document mapping, SPDs, and coordination with recordkeepers while guiding process improvements and staying current on ERISA/IRS changes.

Qualifications

• 7+ years with retirement plan documents or TPAs
• 2+ years supervising, managing, or leading a team
• Expert ERISA/IRS regs for qualified plans
• Experience reviewing/drafting retirement plan documents
• Deep understanding of 401(k) provisions and design
• Proven ability to manage multiple projects and deadlines
• Excellent written and verbal communication
• Strong coaching and ownership mindset

Responsibilities

• Lead, coach, and develop a team of Retirement Onboarding Specialists
• Balance onboarding caseloads based on plan complexity and deadlines
• Escalation point for complex provisions, client concerns
• Build a culture of accountability, collaboration, and learning
• Oversee onboarding for all new retirement plan clients and milestones
• Review plan documents; SPDs for accuracy and compliance
• Own onboarding systems, reporting, and pipeline visibility
• Lead onboarding calls for complex/high-priority clients
• Guide team on plan design improvements for unsupported provisions
• Build and maintain SOPs, checklists, and quality control
• Primary contact for recordkeepers and internal teams to resolve issues
• Identify and implement process/workflow improvements
• Stay current on ERISA/IRS changes and translate into guidance

Skills

People leadership

Project management

Client communication

Coaching

ERISA knowledge

Plan design concepts

Job description

Who we are:

Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.

Position Overview

The Finway Group, a Strongpoint partner, is seeking a Retirement Onboarding Manager to lead a team of Retirement Onboarding Specialists and deliver a seamless experience for new retirement plan clients.

In this role, you will oversee the full plan onboarding process, from prior plan document review and provision mapping to recordkeeper coordination and final plan documentation. You will also coach and develop the specialists who manage this work every day.

The ideal candidate brings deep knowledge of qualified retirement plans and a proven track record of leading people. You set clear expectations, maintain a high bar for accuracy, and build processes that scale as the business grows—all while keeping the client experience at the center of the team’s work.

Please Note: This is a fully remote position for candidates located in the Eastern and Central time zones only. Due to the primary locations of our client teams, preference will be given to candidates in the Atlanta area who are able to work on a hybrid schedule.

Key Responsibilities

Team Leadership

• Lead, coach, and develop a team of Retirement Onboarding Specialists, including hiring, training, goal setting, and performance management
• Assign and balance onboarding caseloads based on plan complexity, team capacity, and client deadlines
• Serve as the escalation point for complex plan provisions, challenging conversions, and client or partner concerns
• Build a team culture centered on accountability, collaboration, accuracy, and continuous learning

Onboarding Oversight

• Oversee onboarding for all new retirement plan clients, ensuring key milestones and deadlines are met across the full book of business
• Review plan document mapping, amendments, restatements, Summary Plan Descriptions (SPDs), and related materials for accuracy and compliance before finalization
• Own onboarding systems, status reporting, and documentation, and provide leadership with visibility into pipeline, timelines, and team performance
• Lead plan provision and onboarding calls for complex or high-priority clients, advising clients and advisors on plan design options and next steps
• Guide the team on plan design improvements and solutions for provisions that may not be supported by recordkeepers

Process & Partnerships

• Build and maintain standard operating procedures, checklists, and quality control practices for the onboarding process
• Serve as a primary point of contact for recordkeepers, advisors, and internal teams to resolve recurring issues and keep projects moving
• Identify and implement improvements to processes, workflows, and technology as the business grows
• Stay current on ERISA, IRS, and legislative changes affecting qualified retirement plans, translating updates into actionable guidance and training for the team
• Perform other duties as assigned

Qualifications

• 7+ years of experience working with retirement plan documents, qualified retirement plans, or TPA operations
• 2+ years of experience supervising, managing, or leading a team
• Expert understanding of ERISA and IRS regulations governing qualified retirement plans
• Extensive experience reviewing, interpreting, and drafting retirement plan documents
• Deep understanding of 401(k) plan provisions and plan design concepts
• Proven ability to manage multiple concurrent projects and deadlines across a team
• Excellent written and verbal communication skills, including the ability to explain complex retirement plan concepts to clients, advisors, and leadership
• Strong coaching skills and the ability to provide clear, constructive feedback
• Sound judgment, a proactive and solutions-oriented approach, and a strong sense of ownership

Preferred Qualifications

• Experience building or scaling an onboarding, conversion, or implementation team
• Experience with plan amendments, restatements, SPDs, and other compliance documents, including managing document restatement cycles
• Experience with 401(k) plan administration, including compliance testing and plan operations
• Familiarity with retirement plan document and administration systems, as well as workflow or project management tools

The anticipated base salary range for this position is $65,000–$80,000 annually, depending on experience, qualifications, and other job-related factors.

Our Value-Driven Employee Experience:

• Flexible Workplace – Hybrid and remote options available for many roles.
• Flexible PTO – Competitive paid time off, including flexible & unlimited options.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Growth Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
• Workplace Perks – Incentive bonus programs, flexible hours, & more.

Specific benefits and programs may vary by partner and position.