Retirement Implementation Specialist — Onboard & Convert Plans

Rozgoo

Denver (CO)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Job summary

Gusto is seeking an Implementation Specialist to manage end-to-end onboarding of 401(k) plans on the Gusto platform. This role involves guiding plan sponsors and administrators through either new plan setup or a full conversion lifecycle, from initial handoff to asset transfer and first contribution.

The ideal candidate is proactive, highly organized and experienced in client-facing implementation, comfortable handling a high-volume book of business with meticulous attention to detail.

Qualifications

  • Client-facing implementation experience required; able to manage a high-volume book of business with attention to detail.

Responsibilities

  • Manage end-to-end 401(k) onboarding on the Gusto platform.
  • Guide sponsors through either new plan setup or full conversion lifecycle.
  • Oversee asset transfer, data reconciliation, and first contribution.

Skills

Client-facing
Onboarding
Implementation
Process guidance

Job description

Gusto is seeking an Implementation Specialist to manage end-to-end onboarding of 401(k) plans on the Gusto platform. This role involves guiding plan sponsors and administrators through either new plan setup or a full conversion lifecycle, from initial handoff to asset transfer and first contribution.

The ideal candidate is proactive, highly organized and experienced in client-facing implementation, comfortable handling a high-volume book of business with meticulous attention to detail.

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