Lead Transition Consultant - Retirement Plans - Remote Position- HQ is Lincoln, NE

Lead Transition Consultant - Retirement Plans

Position #5663

Location Remote (USA);
Ameritas HQ:
Lincoln, Nebraska, United States

Job Type Full‑time

This position serves as the primary liaison between the financial professional, client, regional director, and internal partners during plan installation and conversion. The primary responsibility is installing all new retirement plans, developing and maintaining professional relationships with financial professionals and clients, and ensuring a smooth transition from sale to service.

• Develop relationships with plan sponsors, financial professionals, and TPAs.
• Coordinate the transfer of plan assets, generate affiliated notices, and direct allocation of transferred assets.
• Support and coordinate with the sales team for assigned region.
• Advocate the implementation process to internal and external parties including associates, financial professionals, TPAs, and clients.
• Own timely, professional, and accurate resolutions to client concerns, questions, and problems possibly during high‑stress situations.
• Drive client service initiatives, including process improvement to enhance client experience.
• Maintain risk awareness and regulatory knowledge.
• Coordinate changes required by the compliance team based on legally required changes.
• Allocate and verify asset transfers ensuring money has been allocated appropriately and balances are correct.
• Ensure smooth transition for ongoing service through conversion of plan to the client service team(s).

• Bachelor’s Degree (preferably in business or finance) or equivalent combination of education and experience required.
• 3–5 years of relevant retirement plans experience required, including:
• Extensive knowledge of relevant complex legal requirements and contracts.
• Retirement plans implementation experience.
• Experience with MEP (multiple employer plan), PEP (pooled employer plan), and/or PEO (professional employer organization) desired.
• Less than 2 years of experience coaching others.
• QKA‑Qualified 401(k) Administrator or other ASPPA certification.

• 401(k) retirement plan with company match and quarterly contribution.
• Tuition reimbursement and assistance.
• Incentive program bonuses.
• Competitive pay.
• Flexible hybrid work.
• Thrive Days – personal time off.
• Paid time off (PTO).
• Health benefits:
  
  medical, dental, vision.
• Health Savings Account (HSA) with employer contribution.
• Well‑being programs with financial rewards.
• Employee assistance program (EAP).
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• Strengths Finder program.
• Matching donations program.
• Paid volunteer time – 8 hours per month.
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy and adoption assistance.
• Backup child, elder and pet care support.

Ameritas is an equal opportunity/affirmative‑action employer. We hire based on qualifications, attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

This position will be open for a minimum of 3 business days or until filled.

Applicants must not be temporarily authorized to work in the U.S.

Pay Range $31.43 – $51.87 per hour