Retirement Transition Manager II

About the role

The Retirement Transition Manager II (TM II) is responsible for the comprehensive coordination of all platform transition services for medium-sized and moderately complex retirement plan clients. The Retirement Transition Manager II is the primary interface with enterprise's medium-sized clients when their plan services are undergoing changes. As a subject matter expert in retirement transitions, this job is ultimately responsible for the success of each transition including overall service delivery, project management, and oversight throughout the various conversions of the retirement plans.

Responsibilities

• Leads complex implementation projects for institutional retirement plan clients with high quality outcomes.
• Handles complex client relationships; creates extensive project plans and ensure on-time delivery.
• Guides status updates and lead cross-functional teams to deliver institutional offers.
• Identifies, escalates, and resolves risks or issues for moderately complex implementations.
• Engages and partners with appropriate resources in a highly-matrixed environment.
• Advises client and/or business partners on transition challenges, questions and concerns.
• Guides input to ensure internal tools and procedures are updated based on new learnings.

Requirements

• University degree preferred.
• 5+ years of experience required; 7+ years preferred.

Qualifications

• Series 6 or 7 FINRA license required at time of application.
• Sedentary work physical requirements.
• Career level 8IC; 5+ years of client-facing experience within Financial Services (preferred 7+ years).
• Project management experience.

Skills

• Accountability
• Business Acumen
• Business Development
• Client Relationship Management
• Commercial Mindset
• Communication
• Financial Markets Impact
• Inspires Others
• Negotiation
• Problem Solving
• Relationship Management
• Retirement Planning Selling

Benefits

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

Pay

Base Pay Range: $93,300/yr - $105,000/yr. Actual base salary may vary based upon relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).