Int Client Onboarding Manager; Mid-Market

Int Client Onboarding Manager (Mid-Market)

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This position oversees onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers. Provide customized service and communications throughout the installation process to ensure deliverables are met. Manage relationships with plan sponsors, financial advisors, third‑party administrators, and other stakeholders. The intermediate role is responsible for onboarding small to mid‑size plan sponsors.

• Manage the installation of defined contribution retirement plans, during start‑up or conversion, for single‑employer and multi‑employer plans.
• Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation.
• Evaluate timelines for liquidation of investments and receipt of plan data from prior providers in consideration of SOX blackout and plan effective dates.
• Determine education options and delivery methods best suited for plan sponsors and participants, and coordinate with trainers to initiate.
• Manage transition of funds out of blackout to the service team within set timetable. Initiate extension notices if needed.

• Delegate and monitor record‑keeping setup, asset transfer, allocation, and first deposits, including the education, integration, and mapping of payroll files/methods.
• Ensure plan‑set‑up consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan.
• Create and ensure regulatory notices are accurate and distributed to participants on time.
• Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design.

• Serve as primary plan sponsor contact during the installation process to ensure all aspects of the transition meet client expectations.
• Analyze data, conversion, payroll, and census files received from the client to assess the accuracy and consistency of information. Notify the plan sponsor and internal/external contacts of issues that may impact the success of the transition.
• Plan and execute internal and external communications with plan sponsors, financial advisors and third‑party administrators based on client preferences and culture.
• Manage relationships with internal partners, sales executives, plan sponsor contacts, financial advisors and third parties throughout the installation process to ensure deliverables are met.
• Confirm the accuracy and delivery of enrollment materials to participants once plans are in place.

• Bachelor’s degree in a business field or equivalent experience.
• Two years of financial services industry experience including client management, installations/conversions, or contract compliance.
• Good understanding of retirement plan regulations.
• Client focused to provide exceptional customer service.
• Outstanding written/oral communication and relationship building skills.
• Time management and organizational skills to handle multiple installations at various points in the conversion project lifecycle.
• Problem‑solving skills and attention to detail.
• Ability to quickly learn and navigate numerous systems/applications.

• Demonstrate expertise in managing mid‑market plans with a focus on assets typically valued at $5 million and above.

• Office or hybrid office (Tuesday, Wednesday, & Thursday in office).
• Relocation assistance will not be provided for this position.

The salary for this position generally ranges between $64,000 – $80,000 annually. Additionally, this position is typically eligible for an annual bonus of 10% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

• Competitive Pay
• Bonus for Eligible Employees
• Pension Plan
• 401(k) Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year.
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars.
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• Back‑Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs