Retirement Plan Onboarding Specialist

Ascensus; New York (NY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid time off

Medical, dental & vision benefits

Health Savings Account with employer H

401(k) & 529 college savings match

Volunteer and charitable-giving

Business casual dress

Job summary

FuturePlan, part of Ascensus, is seeking an Onboarding Manager to oversee the end-to-end onboarding of new retirement plans, including startups and takeovers. You will coordinate with clients and advisors, ensuring documentation is complete and timelines are met.

The role requires strong communication, project management, and analytical skills, with a focus on delivering high-quality service while maintaining FuturePlan’s service standards.

Qualifications

• Bachelor’s degree in accounting, business administration, mathematics, or equivalent work experience.
• Proficiency in MS‑Office applications, including Excel and Word.
• 1–3 years of industry experience in financial services or retirement services environment preferred.
• Minimum of 2 years of experience with record-keeping systems (Relius, ASC, FT William or similar).
• Strong communication, presentation, client service, and time management skills.

Responsibilities

• Manages onboarding caseload to meet service goals with limited supervision.
• Provides clear communication about roles of individuals in the onboarding process.
• Collaborates with team to improve implementation processes.
• Coordinates with client and advisor to review onboarding documents.
• Updates stakeholders on onboarding progress and status.
• Escalates risks to leadership when necessary.
• Educates clients and financial partners about ongoing administrative services.

Skills

Communication skills

Time management

Attention to detail

Problem solving

Teamwork

Professionalism

Education

Bachelor’s degree in Accounting

Tools

MS Office (Excel, Word)

Job description

FuturePlan, part of Ascensus, is seeking an Onboarding Manager to oversee the end-to-end onboarding of new retirement plans, including startups and takeovers. You will coordinate with clients and advisors, ensuring documentation is complete and timelines are met.

The role requires strong communication, project management, and analytical skills, with a focus on delivering high-quality service while maintaining FuturePlan’s service standards.