The Implementation Manager is responsible for consulting with clients and overseeing the conversion of retirement plans to the organization’s recordkeeping system. This position responds to day-to-day client service requests and serves as the single point of contact during the installation and conversion process. The candidate provides status updates to senior leadership and external customers.
In a project management capacity, manage the installation of each new plan onto the organization’s recordkeeping platform.
Facilitate periodic meetings with clients, advisors, etc. regarding the transition timeline for the respective plan.
Lead and facilitate interactive meetings with clients, advisors, and sales team members to complete the necessary implementation agreements including the selection of applicable services, features, and investment options.
Consult with the client, prior recordkeeper and TPA, if applicable, to ensure accurate and complete information is available prior to receiving plan assets.
Troubleshoots and resolves issues that arise in conversion, working in collaboration with the conversion team, operations, sales, and relationship management.
Provide reporting to key plan contacts for review/approval throughout conversion process.
Review internal reports/dependent systems with plan information for reporting purposes.
Maintain open communication flow with Plan Sponsor, TPA, and Advisor throughout conversion process.
Upon completion of each plan installation, lead a plan handoff to client service teams.