Grow your career with a growing organization

Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Implementation Consultant is responsible for the successful installation of Institutional Partner non-complex new retirement plan sales, acting project manager and consultant for conversion activities. The Implementation Consultant will also act as the point of contact with the Institutional Partners as well as Plan Sponsor, Financial Advisor and Third-Party Administrator.

What you will do

• Oversee all facets of the new client implementation of retirement plans onto Empower's recordkeeping platform

• Facilitate weekly conference calls on assigned sales, and consult with various client contacts and internal departments regarding project management items

• Educate clients about our service agreements and product features

• Proactively anticipate client needs

• Maintain established internal deadlines and timelines

• Ensure a seamless handoff to the ongoing, internal client service team

• Produce quality work on assigned sales through various quality assurance measures

• Minimize market risks and gain/loss situations by leveraging existing procedures

• Input recordkeeping setup of new plans in EASY (Empower Administrative System)

What you will bring

• Bachelor's Degree in Business or related field preferred

• 1 - 2 years Implementation or related work experience

• Proficient knowledge of various IRS codes; 457, 401(k), 403(b), 401(a), etc.

• Proficient knowledge of IRS/DOL reporting knowledge

• Proficient regulatory compliance and plan document knowledge

• Excellent written and verbal communication skills

• Strong attention to detail required

• Excellent time management

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer * Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

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