Remote Retirement Plan Onboarding Lead

Strongpoint Partners; Atlanta, Northern (GA, KY); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Flexible Workplace

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Job summary

Strongpoint Partners, a tech-enabled retirement services platform, seeks a Retirement Onboarding Manager to lead a team of onboarding specialists and drive seamless client experiences across the onboarding lifecycle.

The role oversees document review, mapping, and coordination with recordkeepers, while coaching staff to scale processes with accuracy and compliance at the center of service delivery.

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

Responsibilities

• 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
• 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

Skills

Leadership

Communication

Project management

Coaching

Job description

Strongpoint Partners, a tech-enabled retirement services platform, seeks a Retirement Onboarding Manager to lead a team of onboarding specialists and drive seamless client experiences across the onboarding lifecycle.

The role oversees document review, mapping, and coordination with recordkeepers, while coaching staff to scale processes with accuracy and compliance at the center of service delivery.