Plan Implementation Consultant
Job is Expired
Location: Remote
Compensation: Salary
Staff Reviewed: Fri, Jul 12, 2024
Job Summary
A company is looking for a Plan Implementation Consultant.
Key Responsibilities:
- Overseeing and leading the implementation/conversion of complex, sensitive Third Party Administrators, PPA, and bundled new business/conversion plans
- Coordinating the new business/conversion process with internal teams, sales, and administrators to ensure successful conversions
- Interacting with advisory, plan sponsors, administrators, and funding providers to coordinate all activities within the new business/conversion experience
Required Qualifications:
- Bachelor's degree preferred, with a concentration in business, marketing, finance, or related field
- FINRA Series 6 license required
- More than five years of experience in pension design, administration, record-keeping, or related financial services
- Participation in professional development programs such as ASPPA, CEBS, or NIPA desirable
- Knowledge in retirement plan funding platforms, ERISA fundamentals, and concepts
COMPLETE JOB DESCRIPTION
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Job is Expired
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