Retirement Plan Onboarding Manager

Insurance Administrative Solutions, L.l.c.; Norfolk (NE); On-site; USD 90,000 - 120,000; Full time

Job summary

Integrity Retirement Plan Consultants in Downtown Norfolk, Nebraska, seeks an Onboarding Manager to lead implementation of 25-30 new retirement plan clients, coordinating with plan sponsors, advisors, payroll providers, and internal teams to ensure a smooth go-live.

You will identify bottlenecks, drive process improvements, and serve as a primary contact throughout onboarding and beyond, with a focus on scalable, efficient client experiences and strong project leadership.

Qualifications

• Bachelor's degree or equivalent industry experience.
• 5+ years in retirement plan administration or related operations.
• Strong knowledge of qualified retirement plans (e.g., 401(k), Profit Sharing).

Responsibilities

• Lead end-to-end onboarding for 25-30 new retirement plan clients.
• Coordinate with Sales, plan sponsors, advisors, payroll providers and internal teams.
• Identify bottlenecks and drive process improvements for scalable onboarding.

Skills

Bachelor's degree in Business

5+ years retirement plan experience

Plan design & operations knowledge

Project management

Communication & relationship mgmt

CRM & MS Office proficiency

Education

Bachelor's degree in Business related field

Tools

CRM systems

Microsoft Office

Job description

About Integrity Retirement Plan Consultants

Integrity Retirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 33,000 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and in doing so, have established an outstanding reputation for quality service. We believe in the growth of our employees and provide opportunities for advancement by providing the training and education needed to be successful. Integrity Retirement Plan Consultants offers big-city careers while encouraging community engagement and work/life balance. We are looking for individuals who fit our workplace culture and take pride in having a “service personality” with expert knowledge.

Job Summary

The Onboarding Manager plays a critical role in delivering exceptional client experience by leading the implementation and transition of new retirement plan clients onto our recordkeeping and TPA platform. This individual serves as the primary relationship manager and project leader throughout the onboarding process, partnering closely with plan sponsors, financial advisors, payroll providers, and internal teams to ensure a smooth and successful conversion. Beyond implementation, the Onboarding Manager acts as a consultative resource during the sales and discovery process, helping prospective clients evaluate plan design and operational needs. The role also drives operational excellence by identifying onboarding bottlenecks, recommending process improvements, and collaborating across departments to create a more efficient and scalable client experience.

Primary Responsibilities

• Lead the end-to-end onboarding and implementation process for 25-30 new retirement plan clients, including project planning, timeline management, client communications, and successful transition from sale through go-live.
• Partner with Sales to facilitate client discovery and plan setup meetings, helping clients define plan design objectives, operational requirements, payroll processes, and service expectations.
• Serve as the primary point of contact for plan sponsors, advisors, payroll providers, and internal stakeholders throughout the implementation process.
• Coordinate efforts among Recordkeeping, TPA Administration, Payroll Integration, Sales, and Client Services teams to ensure a seamless onboarding experience and timely project completion.
• Proactively identify and resolve onboarding challenges, risks, delays, and client concerns to maintain implementation objectives.
• Evaluate onboarding workflows, client feedback, and operational performance to identify bottlenecks and opportunities for improvement.
• Collaborate with department leaders to implement process enhancements, improve efficiency, and support scalable growth across the organization.

Primary Skills & Requirements

• Bachelor's degree in Business related field, or equivalent industry experience.
• 5+ years of experience in retirement plan administration, recordkeeping, TPA services, client implementation, or related retirement plan operations.
• Strong knowledge of qualified retirement plans, including 401(k), Profit Sharing, Safe Harbor, and related plan administration concepts.
• Demonstrated experience managing multiple projects, timelines, and client relationships simultaneously.
• Strong communication, presentation, relationship management, and consultative problem-solving skills.
• Proficiency in Microsoft Office Suite and CRM/project management systems.
• Industry designations such as TGPC, QKA, QPA are preferred but not required.

About Integrity

About Integrity Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge.

Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career.

Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online.

Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.

For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Please note that all official communications from Integrity will come from @integrity.com or Workday domains.

Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith.