Senior Implementation Consultant

PCS Retirement; Pennsylvania; On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

401(k) match

medical

dental

vision

life insurance

short and long term disability

paid-time off

Job summary

PCS Retirement is seeking an Implementation Consultant to oversee seamless implementation and conversion of various retirement plan types with expert knowledge of retirement plan regulations. You will act as a primary liaison among clients, advisors, TPAs, and internal teams to ensure top-tier service and satisfaction.

The role requires managing complex projects, adhering to SLAs, and coordinating cross-functional efforts while traveling up to 25% as needed.

Qualifications

• Experience in client relationship management and coordinating projects in financial services.
• Exposure to retirement products such as 401(k), 403(b), and 457 plans is expected.
• Ability to meet milestones and manage multiple tasks under supervision.

Responsibilities

• Oversee the implementation and conversion of retirement plans with high accuracy.
• Serve as liaison among clients, advisors, TPAs, and internal teams to ensure satisfaction.
• Adhere to SLA guidelines and manage migration milestones and Salesforce cases.
• Coordinate plan document gathering and review with the plans team.
• Conduct status meetings with plan sponsors on a regular basis.
• Train payroll contacts and sponsors on the recordkeeping system and processes.

Skills

Client relationship management

Project coordination

Retirement plan services

Education

Bachelor's degree preferred

Tools

Relius

Salesforce

Microsoft Office

Job description

Company Overview

PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.

Description

PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts. At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success. To learn more, visit https://www.pcsretirement.com/

Job Summary

As a Implementation Consultant at PCS Retirement, you will be responsible for overseeing the seamless implementation and conversion of high-level, white label various retirement plan types. This role demands an expert-level understanding of retirement plan regulations and the ability to manage complex projects without gaps or missed timelines. You will serve as a key liaison among clients, advisors, TPAs, and internal teams, ensuring the highest standards of service and client satisfaction.

Job Responsibilities

• Demonstrate in depth knowledge of the retirement industry and requirements for administering the various retirement products.
• Demonstrate a thorough understanding of the company’s operational processes and consistently follow them.
• Provide a high level of customer service, build relationships to ensure retention, and facilitate organic growth.
• Adhere to established SLA during the implementation not limited to milestones and SalesForce cases.
• Manage the day-to-day Administration/Implementation process of clients across various product lines (401k, 403(b), IRA, 457, Mergers, Acquisitions) and prioritize their needs.
• Gather plan documents for conversions and facilitate their review by the plan documents team.
• Conduct status meetings with plan sponsors, which may be required weekly, biweekly, or monthly, depending on client/advisor needs.
• Actively communicate with clients, advisors, TPAs, and prior record keepers, ensuring clear expectations and timely updates.
• Analyze deliverables and timetables to develop detailed project plans, considering SOX blackout and plan effective dates.
• Ensure the accuracy of regulatory notices and enrollment materials and their distribution to participants.
• Provide training to the Payroll Contact/Sponsor/Advisor/TPA on the recordkeeping system, going over the roles and responsibilities and reviewing features.
• Conduct first payrolls and client payroll setup and complete retro recordkeeping as needed.
• Oversee the transition of funds out of blackout periods, initiating extension notices when necessary.
• Facilitate the collection and processing of conversion data, emphasizing zero-error quality checks and trust reconciliation.
• Address and resolve data conversion issues effectively, maintaining client satisfaction and positive relationships.
• Delegate and monitor record-keeping setup, asset transfer, allocation, and first deposits, including integrating and mapping payroll files with the Integration Team.
• Ensure white labeled clients processes are followed throughout implementation.
• Responsible for processing transactions for money movement and trade corrections and payroll file processing assistance, as well as updating fund fact sheets and enrollment guides.
• Assist Management in identifying procedures and policies that are outdated or ineffective and provides suggested improvements.
• Demonstrate efficiency and flexibility in performing detailed transactions in a fast-paced work environment with frequent interruptions and competing priorities.
• Conduct themselves professionally and partners with upper Management accordingly.
• Perform other duties and responsibilities as assigned.
• Travel requirement is less than 25%

Requirements

• 1–3 years of experience in client relationship management, project coordination, or retirement plan services, preferably within a financial services or retirement industry setting.
• Bachelor's degree is preferred but not required.
• Demonstrated ability to manage multiple tasks, communicate with external partners, and meet project milestones under supervision.
• Exposure to retirement products such as 401(k), 403(b), and 457 plans; familiarity with plan documents and basic conversion processes is expected.
• Proven ability to collaborate with cross-functional teams and contribute to service excellence.
• Willingness to pursue professional designations such as RPF, QPA, or QKA to support career progression
• High level of accountability and ownership of assigned relationships
• Strong organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines
• Reasoning and problem-solving skills to research and resolve general problems
• Technical proficiency and highly adaptive to learning and working in multiple systems.
• Proficiency in using required software applications, including Relius, SalesForce, and Microsoft Office applications (specifically Word, Excel, PowerPoint, and Outlook - Access is beneficial) necessary for creating documents, analyzing spreadsheets, and managing business correspondence
• Communication skills and professional demeanor to interact with all levels of management, other associates, and counterparts at other firms
• Work independently and in a team environment as well as support broader initiatives with guidance from a Supervisor
• Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries
• Learn and understand the various legal documents required by various companies in order to process client requests
• Learn and apply new information, skills, and processes quickly, including the various regulations, back office systems, and plan document materials
• Read and interpret financial statements, perform accurate data entry, 10 keys by touch, and type at least 30 words per minute

Remote Work Information

For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.

Compensation Information

The average salary for this position is expected to be between $65,000-$85,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. For more information, please visit pcsretirement.com/careers

• 401(k) match
• medical
• dental
• vision
• life insurance
• short and long term disability
• paid-time off

Additional Information

As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.