Installation Manager

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🔥 1 hour ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

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July Business Services

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1994

💼 Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

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.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ 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 • Competitive salaries • Generous benefits • Talent development and career growth