Installation Manager

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October 24

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July Business Services

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Finance • B2B • HR Tech

July Business Services is a provider of employer-focused retirement plan solutions that helps businesses start and run 401(k) plans. The company offers plan administration and fiduciary services, payroll integration, enrollment and personalized employee experiences, and online tools like calculators, tax credit estimators, and educational webinars. It serves employers, advisors, TPAs and employees and is affiliated with an SEC-registered investment advisor to support retirement plan management and compliance.

201 - 500 employees

Founded 1994

💸 Finance

🤝 B2B

👥 HR Tech

📋 Description

• Serve as the primary point of contact and project manager for new retirement plan clients and advisors • Educate plan sponsors of plan highlights and new operational processes with JULY • Respond to plan sponsor and advisor questions related to plan setup in a timely manner • Ensure advisors and plan sponsors receive regular updates regarding the status of their plan setup • Assist plan sponsors and advisors with creating a plan installation timeline and ensure JULY systems are setup to receive assets on schedule • Work with TPAs and Recordkeepers to convert existing plans to the JULY Recordkeeping platform • Perform payroll upload training to the JULY Recordkeeping website and serve as a resource for troubleshooting • Communicate the availability of plan documents, notices, and other compliance related items to plan sponsors and advisors • Prioritize, research and resolve client questions related to technology, plan operation, compliance and other matters • Coordinate with other team members as required for support on recordkeeping, plan conversions and plan administration • Maintain documentation on client projects and responses within JULYs CRM software tool • Maintain knowledge regarding industry trends and legislative/regulatory requirements and changes • Ad hoc projects and tasks as assigned

🎯 Requirements

• 3+ Years Retirement Plan Experience • A basic understanding of the retirement plan setup process • Ability to explain complex compliance items in a clear and understandable manner • Professional and concise verbal, non-verbal, and written communication skills • Strong attention to detail and sense of urgency • Builder of collaborative rapport with stellar interpersonal and relationship management skills • Exceptionally organized individual who juggles multiple projects with minimal oversight • Self-starting, resourceful, solution seeker who works well independently • Can do, client focused attitude who thrives on accountability, credibility, and trustworthiness • Team player with willingness to do no matter how small or large the task • Positive attitude

🏖️ Benefits

• 401(k) Plan with fully vested 5% employer match • Company pays 100% of employee health insurance • Generous Paid Time Off • Ability to work remotely