Implementation Manager - Stock Plan Services

About the role

The Implementation Manager for Stock Plan Services leads clients through the implementation and onboarding process for Empower’s stock plan services offering, ensuring a smooth transition from sales to ongoing support. This role involves working with the Head of Stock Plan Services to develop policies and procedures, managing project timelines, overseeing the Implementation team, leading new client implementation meetings, and coordinating with third-party brokers and administrators.

Responsibilities

• Work with Head of Stock Plan Services to develop policies and procedures for product implementation and support
• Develop and maintain client implementation project timelines and workplans
• Provide oversight, task assignment, and prioritization to Implementation team members
• Build and deliver new client communications for the implementation and go-live processes
• Lead new client implementation meetings
• Oversee checklists and documentation for new client implementation processes
• Transition new clients from implementation to support
• Communicate new client onboarding to EASY Plan Setup team at Empower for new client onboarding and EASY-SPS SSO setup
• Lead coordination and communication with third-party brokers and third-party administrators for shared client implementation and go-lives
• Conduct implementation surveys

Requirements

• Bachelor's degree or equivalent experience
• 5 - 8 years of experience leading client onboarding or implementation projects in a professional services or financial services environment
• Strong project management and organizational skills with ability to manage multiple concurrent implementations
• Excellent written and verbal communication skills, including client-facing presentations
• Demonstrated ability to lead cross-functional teams and delegate tasks effectively

Qualifications

• Ability to develop and document policies, procedures, and workflows
• Proficiency with project management and collaboration tools
• Strong problem-solving and relationship management skills

Skills

• Project Management
• Client Onboarding
• Implementation Coordination
• Communication Skills
• Team Leadership

Benefits

• Medical, dental, vision and life insurance
• Retail 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)

Pay

$96,100.00 - $135,700.00

Schedule

Remote and Hybrid Positions