Implementation Manager I, Retirement (Remote)

National Benefit Services, LLCWest Jordan, UT

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Job Description

Full-time, fully remote position guiding the transition of plans from Business Development to operations and establishing an operational relationship with retirement plan sponsors. Regularly working 8 AM to 5 PM, Monday through Friday. Great opportunity for growth with an employee-focused organization. This position is full time, hourly and nonexempt.

Primary Duties

• Complete the implementation of retirement plans, coordinating and communicating directly with the client/broker/vendor during the implementation process

• Manage the collection and delivery of necessary documentation and regulatory paperwork; Review and verify for compliance and operational accuracy,

• Audit individual plan design for inefficiencies and to ensure proper fit to client's needs

• Understand and proficiently apply relevant laws and regulations to clients' retirement plan

• Maintain regular communication with your case load of onboarding clients to communicate onboarding progress and address any questions

• Learn and keep current on laws and regulations governing retirement plans through training and education

• Meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas

• Perform other duties as assigned by team supervisor and department Vice President

Qualifications

• Attention to detail and accuracy of work is critical in this role

• Strong interpersonal and customer service skills are necessary to be successful in this role

• Must be able to represent NBS's standard of excellence with professional, articulate verbal and written communication skills

• Follow established processes

• Be motivated to contribute and have a positive, team-first attitude

• Obtain and keep current on appropriate industry certifications

• This is a remote position; You must have the technical aptitude needed to self-support in a remote work environment

Education and Experience - Bachelor's degree or work equivalent preferred. RPF, TGPC or QKA preferred. Retirement industry experience preferred. Physical Requirements - This position requires the employee to be seated most of the work time.

Note: The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your "at-will" status in anyway, and are subject to change at the discretion of National Benefit Services, LLC.

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FAQs About Implementation Manager I, Retirement (Remote) Jobs at National Benefit Services, LLC

What is the work location for this position at National Benefit Services, LLC?

This job at National Benefit Services, LLC is located in West Jordan, UT, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at National Benefit Services, LLC?

Employer has not shared pay details for this role.

What employment applies to this position at National Benefit Services, LLC?

The employer has not provided this information. This may be discussed during the hiring process.

What is the process to apply for this position at National Benefit Services, LLC?

You can apply for this role at National Benefit Services, LLC either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.