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Plan Implementation Manager

Plan Implementation Manager

VirtualVocationsMadison, Wisconsin, United States
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A company is looking for a Plan Implementation Manager.

Key Responsibilities :

Manage the onboarding of new retirement accounts and ensure accurate plan setup and payroll processing

Build and maintain relationships with Sponsors and Advisors throughout the implementation and ongoing service process

Coordinate with internal teams to ensure timely completion of project milestones and service delivery

Required Qualifications :

1 - 3 years of experience in a similar role

Experience with the FIS Omni Recordkeeping Platform is highly desirable

Firm understanding of U.S. Retirement marketplace and Plan Provider Services

Proven knowledge of U.S. Retirement regulations and operations

Bachelor's degree or Certifications in Retirement Compliance and Operations preferred

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Implementation Manager • Madison, Wisconsin, United States

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