Implementation Manager I, Retirement

Full-time, fully remote position guiding the transition of plans from Business Development to operations and establishing an operational relationship with retirement plan sponsors. 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
• 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

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 any way, and are subject to change at the discretion of National Benefit Services, LLC. Regular Business hours are Monday - Friday from 8:00 am to 5:00 pm. Salaried employees are expected to be available during regular business hours.

Bachelor’s degree or equivalent preferred; retirement industry experience and RPF, TGPC, or QKA preferred. Requires attention to detail, communication skills, process adherence, and remote-work technical aptitude.

Key Responsibilities

• implementing retirement plans
• coordinating documentation
• auditing plan designs

Job Details

• Category: Project and Program Management
• Seniority: Mid Level
• Commitment: Full Time
• Workplace: Remote — United States
• Languages: English

About National Benefit Services, LLC

A benefits services provider supporting retirement plan administration and operations. — Industry: Finance