Onboarding Manager

🕒 October 5

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

🚀 Onboarding Specialist

👻 Ghost score 30%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Strongpoint Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

💸 Finance

💳 Fintech

B2B • Finance • Fintech

Strongpoint Partners is a national partnership that specializes in providing integrated retirement, payroll, and HR solutions for small to medium-sized businesses. They offer a customer-centric platform that aims to increase long-term wealth for clients and their employees. The company's services include plan consultation and design, compliance and tax support, recordkeeping, and advisory, backed by a robust technology infrastructure. With over 150,000 plan participants across 40+ states and $14B+ in plan assets under administration, Strongpoint Partners is dedicated to building trusted and knowledgeable retirement solutions.

📋 Description

• Lead, coach, and develop a team of Retirement Onboarding Specialists, including hiring, training, goal setting, and performance management • Assign and balance onboarding caseloads based on plan complexity, team capacity, and client deadlines • Serve as escalation point for complex plan provisions, challenging conversions, and client or partner concerns • Oversee onboarding for all new retirement plan clients and ensure milestones and deadlines are met • Review plan document mapping, amendments, restatements, Summary Plan Descriptions, and related materials for accuracy and compliance • Own onboarding systems, status reporting, and documentation, providing leadership visibility into pipeline, timelines, and team performance • Lead plan provision and onboarding calls for complex or high-priority clients • Advise clients and advisors on plan design options and next steps • Guide the team on plan design improvements and solutions for unsupported recordkeeper provisions • Build and maintain onboarding procedures, checklists, and quality control practices • Coordinate with recordkeepers, advisors, and internal teams to resolve recurring issues • Improve processes, workflows, and technology as the business grows • Monitor ERISA, IRS, and legislative changes and translate updates into team guidance and training • Perform other duties as assigned

🎯 Requirements

• 7+ years of experience working with retirement plan documents, qualified retirement plans, or TPA operations • 2+ years of experience supervising, managing, or leading a team • Expert understanding of ERISA and IRS regulations governing qualified retirement plans • Extensive experience reviewing, interpreting, and drafting retirement plan documents • Deep understanding of 401(k) plan provisions and plan design concepts • Proven ability to manage multiple concurrent projects and deadlines across a team • Excellent written and verbal communication skills, including the ability to explain complex retirement plan concepts to clients, advisors, and leadership • Strong coaching skills and ability to provide clear, constructive feedback • Sound judgment, proactive and solutions-oriented approach, and strong sense of ownership • Experience building or scaling an onboarding, conversion, or implementation team preferred • Experience with plan amendments, restatements, SPDs, and other compliance documents preferred • Experience with 401(k) plan administration, including compliance testing and plan operations preferred • Familiarity with retirement plan document and administration systems, workflow or project management tools preferred

🏖️ Benefits

• Hybrid and remote options available for many roles • Competitive paid time off, including flexible & unlimited options • Support for ongoing learning and career development • Health, dental, vision, life, and disability coverage • Incentive bonus programs • Flexible hours • Inclusive environment valuing diversity, collaboration, and respect • Specific benefits and programs may vary by partner and position

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