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Retirement Plan Implementation Consultant

Implementation Department

Seattle, Washington/Remote

Full Time (40hrs/week)

Start Immediately

Pay: Based on Experience

Our Team Members

At Leading Retirement Solutions (LRS) our goal is to empower all businesses with the economic independence required to help their employees save for a secure retirement. If this aligns with your values, and you possess the skill set to thrive in a fast paced and often changing work environment, we would love for you to join our organization of experts!

We recommend and implement 401(k)s, 403(b)s, Defined Benefit Plans, SEP & Simple IRAs, ROBS, ESOPS, Church Plans, and even retirement plans for Cannabis companies. Through our open architecture recordkeeping services, we provide investment advisors, managers, plan sponsors and participants access to traditional and non-traditional investments.

Department-wide Responsibilities

The Implementation & Onboarding department consists of team members who are responsible for the management and improvement of the onboarding experience. Team members analyze and improve the client onboarding process, or process of bringing in new business clients. Team members develop onboarding systems to collect accurate client information, maintaining accurate data, ensuring regulatory compliance, and lowering overall business risk. Team members are required to have an intimate understanding of the current process, including both customer service and project management experience. Team members in this department have strong communication skills, knowledge of relevant industry computer software, and work in tandem with the clients as they agree to services presented by the sales team. The Implementation & Onboarding department provides pertinent information to assist managers in making key strategic decisions.  

Responsibilities In Your Role

  Maintain high levels of customer satisfaction through client service-related activities and communication with clients. 
  Assist with new and existing business presentations for new opportunities and cross selling opportunities. Must be able to effectively demonstrate knowledge and understanding of clients including culture, business focus and pension plan design. 
  Responsible for actively managing all aspects of the client experience. Will Analyze, troubleshoot, and problem solve when reviewing annual Reports and other plan documents. S/he will maintain overall responsibility for the client's satisfaction.  
  Develop, maintain relationships, and provide a consultative approach with plan sponsors, advisors, and human resources contacts of assigned new and existing client organizations to become their provider for information and resources related to their retirement plans. S/he will advise the client regarding mandatory and discretionary amendments of the plan documents. 
  Build and maintain client relationships aimed at client retention by understanding the client’s organization, procedures, internal policies, and overall business needs.
  Timely assess the nature of any given client challenge or problem, understand thoroughly the expectations of the client, and consistently meet or exceed those expectations.  
  Attends regular and pre-planned meetings with the client.
  Drive the collection, organization, and document review processes to an offering of expertise in relationship building with new clients.
  Understands key business issues facing the client, and brings viable solutions to the client to address those needs.
  Support and coordinate with a team responsible for servicing a book of company sponsored retirement plans.
  Announce Team Changes and system/process enhancements to existing clients, building value proposition around enhanced/added services we provide to clients. 
  Troubleshoot various systems issues, escalate to leadership.
  Communicates thoroughly and timely with all team members, advisor(s) and/or referral partners concerning client issues. 
  Positively influences the team members; effectively mediates concerns, offer encouragement and praise, and build good working relationships. 
  Promotes and offers ideas for improvement. 
  Attends training opportunities, reads, and shares industry knowledge, regularly participates in coursework to either earn or maintain professional designations. 
  Plan Design & Documents.
  Consult on plan design changes – Add SH or Auto Enroll, etc. 
  Strong understanding of Contribution Modeling – Plan Design.
  Oversee Plan Design & Documents, Plan Installation in Systems (LRSAdmin, FTW).
 Provide exceptional client service and consulting on client inquires, research and resolve issues and provide technical expertise on plan and regulatory issues. Will maintain knowledge of current and proposed pension legislation and share as appropriate with assigned clients. 
  Acts as subject matter expert for plan design, ensures proper quality control reviews are conducted to ensure regulatory and company compliance, provides coaching and mentoring to staff.
  Review plan documents, understand retirement plan provisions and accurately apply to onboarding processes.
  Understand thoroughly (and stays knowledgeable of) retirement plans (particularly defined contribution and small defined benefit (1-24 employees) plans, including plan designs, compliance & government filings, legislation, and emerging trends. 
  Ensure compliance with DOL and IRS requirements.
  Coordinate and direct client implementation activities with other team members.
  Assist in implementation of new and takeover plans.
  Applies knowledge of plan design of qualified and nonqualified plans, welfare plans and trusts, general nondiscrimination testing, fiduciary responsibility, and compliance programs. Effectively express ideas and information in the client’s business context. Conceptualize, design and deliver effective client presentations, and explain complex concepts in a clear, concise manner. Ability to develop rapport with client personnel at all levels; consistently earning client respect and goodwill, convert relationships into sustained practice growth. 
  Identify and report appropriate metrics relative to the support of the company business plan and growth.
  Create online accounts for each customer, including uploading documents, deliver account login information and monitor utilization.
  Understanding of Plan Errors and working knowledge of correction methods.
  Design and monitor workflow for onboarding of various plan service models.
  Support Plan conversions and deconversion.
  Anticipate concerns of our clients, referral partners and advisor. 
  Analyze and resolve client questions. 

 

Qualifications

  Bachelor’s degree or minimum of 5 years related experience is preferred.
  Experience in retirement plan, investment or banking industries is preferred.
  Superb communication skills and a commitment to superior customer service.
  Excellent attention to detail and accuracy, proficient with numbers and basic calculations.
  Solutions oriented and ability to handle changing and competing responsibilities.
  Strong command of technology including Quickbooks, and ability to learn new software solutions easily and quickly.
  Proficiency is required with Excel, Word, Outlook, Adobe Acrobat
  Works well with a team, including other team members who work remotely/virtually.
  Creative participation and forward-looking contribution to team activities and company progress.
  A demonstrated record of accomplishment of consistently meeting and/or exceeding performance expectations.
  Possesses a preference for proactivity, avoids workplace distractions, and drives performance targets to completion.

  Thrives in a fast-paced environment. 
  Possesses strong innate ability to switch gears between finance and human resource tasks as needed.

 

Email us a cover letter, resume, references, and any additional applicable information to apply.

APPLY NOW

Contact Us: careers@leadingretirement.com

Benefits We Offer

We offer benefits including Medical, Dental, Vision and Accident after 60 days of employment. Paid Time off (PTO) and Paid Holidays are available after 90 days of employment. We also offer a company sponsored 401(k) Plan and company matching contributions, performance bonuses, and financial support for ongoing education and credentialing. We are a growing company with a casual working environment, providing each of our team members the opportunity to be a part of our company's success.

Our Team Has A Lot To Say

LRS is a great and growing organization. It recognizes it's team members for their efforts and makes them the number one priority of the company. As we are growing, new and different opportunities are always available, which challenges me to grow as a professional.

LRS Team Member

Excellent opportunity in a unique and growing industry. Formal training is sponsored by the company with professional mentoring by the team. Employees and their lives matter in the workplace.

LRS Team Member

I am viewed as a person rather than a number. I am impactful to the company and the company has helped me grow both personally and professionally.

Kimberly V.

I work in a very positive environment. I am continually educated to better serve our clients and the industry. The company invests in me and therefore I am happy to invest my time and efforts within the organization.

LRS Team Member

 

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