Senior Implementation Consultant

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $65k - $85k / year

⏰ Full Time

🟠 Senior

🛠️ Implementation Specialist

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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PCS Retirement

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🤝 B2B

Finance • B2B

PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.

📋 Description

• Oversee seamless implementation and conversion of high-level, white-label retirement plans • Serve as a key liaison among clients, advisors, TPAs, prior recordkeepers, and internal teams • Manage day-to-day administration and implementation across multiple retirement product lines • Gather conversion plan documents and facilitate review by the plan documents team • Conduct client status meetings weekly, biweekly, or monthly as needed • Communicate expectations and provide timely updates to clients and partners • Analyze deliverables and timetables and develop detailed project plans • Ensure accurate distribution of regulatory notices and enrollment materials • Train payroll contacts, sponsors, advisors, and TPAs on the recordkeeping system, roles, responsibilities, and features • Conduct first payrolls, set up client payrolls, and complete retro recordkeeping • Oversee fund transitions out of blackout periods and initiate extension notices when needed • Facilitate conversion-data collection and processing, quality checks, and trust reconciliation • Resolve data conversion issues while maintaining client satisfaction • Delegate and monitor recordkeeping setup, asset transfers, allocations, and first deposits • Integrate and map payroll files with the Integration Team • Follow white-label client processes throughout implementation • Process money movement transactions, trade corrections, and payroll files • Update fund fact sheets and enrollment guides • Assist management in identifying outdated or ineffective procedures and policies and suggest improvements • Perform other assigned duties and responsibilities

🎯 Requirements

• Expert-level understanding of retirement plan regulations • In-depth knowledge of the retirement industry and requirements for administering various retirement products • Thorough understanding of the company’s operational processes • Ability to manage complex implementation and conversion projects without gaps or missed timelines • Ability to provide high-level customer service and build client relationships • Ability to adhere to established implementation SLAs, milestones, and Salesforce cases • Experience managing administration and implementation across 401(k), 403(b), IRA, 457, mergers, and acquisitions • Ability to gather and review plan documents for conversions • Ability to communicate with clients, advisors, TPAs, and prior recordkeepers • Ability to develop detailed project plans considering SOX blackout and plan effective dates • Ability to ensure accuracy of regulatory notices and enrollment materials • Ability to train payroll contacts, sponsors, advisors, and TPAs on the recordkeeping system • Ability to conduct first payrolls, set up client payrolls, and complete retro recordkeeping • Ability to oversee blackout-period fund transitions and initiate extension notices • Ability to process conversion data with zero-error quality checks and trust reconciliation • Ability to resolve data conversion issues • Ability to oversee recordkeeping setup, asset transfer, allocation, and first deposits • Ability to integrate and map payroll files with the Integration Team • Ability to process money movement transactions, trade corrections, and payroll files • Ability to update fund fact sheets and enrollment guides • Ability to work efficiently and flexibly in a fast-paced environment with interruptions and competing priorities • Less than 25% travel requirement • Uninterrupted virtual workspace during business hours • Family care in place during business hours • Internet speed of 50 MBps or better for individual use

🏖️ Benefits

• 401(k) match • Medical insurance • Dental insurance • Vision insurance • Life insurance • Short-term disability • Long-term disability • Paid time off • Uninterrupted virtual workspace requirement • Internet work speed requirement of 50 MBps or better for individual use