Installation Manager

Vaga não está no LinkedIn

🕒 Agosto 4

🤠 Texas – Remoto

🤠 Texas – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

👔 Gerente

👻 Score fantasma 12%

O que significa: quão provável esta vaga está aberta sem contratação ativa.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

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July Business Services

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 1994

💼 Consultoria

🏥 Saúde

🛡️ Seguros

Consulting • Healthcare • Insurance

A July Business Services é um provedor de soluções de planos de aposentadoria focados no empregador, que ajuda empresas a iniciar e gerenciar planos 401(k). A empresa oferece serviços de administração de planos e fiduciários, integração de folha de pagamento, inscrição e experiências personalizadas para funcionários, além de ferramentas online como calculadoras, estimadores de crédito tributário e webinars educacionais. Atende empregadores, consultores, TPAs e funcionários e é afiliada a um consultor de investimentos registrado na SEC para apoiar a gestão e conformidade dos planos de aposentadoria.

Descrição

• Serve as the primary point of contact and project manager for new retirement plan clients and advisors • Educate plan sponsors on plan highlights and new operational processes with JULY • Respond to plan sponsor and advisor questions related to plan setup in a timely manner • Provide regular updates regarding plan setup status • Help create plan installation timelines and ensure JULY systems are ready to receive assets on schedule • Work with TPAs and Recordkeepers to convert existing plans to the JULY Recordkeeping platform • Provide payroll upload training and troubleshooting support • Communicate availability of plan documents, notices, and compliance-related items • Research and resolve client questions related to technology, plan operation, compliance, and other matters • Coordinate with team members on recordkeeping, plan conversions, and plan administration • Maintain client project and response documentation in JULY's CRM • Maintain knowledge of industry trends and legislative/regulatory changes • Complete ad hoc projects and tasks as assigned

🎯 Requisitos

• 3+ years of retirement plan experience, with direct exposure to plan installation, conversions, or recordkeeping operations • Working knowledge of plan setup and conversion from other recordkeeping or TPA platforms • Ability to explain complex compliance items clearly and understandably • Professional and concise verbal, non-verbal, and written communication skills • Strong attention to detail and sense of urgency • Collaborative rapport-building and relationship management skills • Exceptional organization and ability to juggle multiple projects with minimal oversight • Self-starting, resourceful, solution-seeking ability to work independently • Client-focused, accountable, credible, and trustworthy attitude • Willingness to take on tasks of any size • Positive attitude • Bachelor's Degree desired • QKA ASPPA Certification desired, or willingness to work toward ASPPA credentials • Prior experience managing plan conversions or takeovers end-to-end desired • Familiarity with PEP/MEP structures and pooled arrangements desired • Experience communicating compliance items directly to plan sponsors and advisors desired • Ability to handle difficult conversations positively and professionally desired

🏖️ Benefícios

• 401(k) Plan with fully vested 5% employer match • Company pays 100% of employee health insurance • Generous Paid Time Off • Ability to work remotely • Competitive salaries • Generous benefits • Talent development and career growth