Senior Implementation Consultant

Job Summary

As a Senior Implementation Consultant at PCS Retirement, you will oversee the seamless implementation and conversion of high-level, white label various retirement plan types. This role demands an expert-level understanding of retirement plan regulations and the ability to manage complex projects without gaps or missed timelines.

Job Responsibilities

• Demonstrate in-depth knowledge of the retirement industry and requirements for administering the various retirement products.
• Demonstrate a thorough understanding of the company’s operational processes and consistently follow them.
• Provide a high level of customer service, build relationships to ensure retention, and facilitate organic growth.
• Adhere to established Service Level Agreements (SLA) during the implementation, not limited to milestones and Salesforce cases.
• Manage the day-to-day Administration/Implementation process of clients across various product lines (401k, 403b, IRA, 457, Mergers, Acquisitions) and prioritize their needs.
• Gather plan documents for conversions and facilitate their review by the plan documents team.
• Conduct status meetings with plan sponsors, which may be required weekly, biweekly, or monthly, depending on client/advisor needs.
• Actively communicate with clients, advisors, TPAs, and prior record keepers, ensuring clear expectations and timely updates.
• Analyze deliverables and timetables to develop detailed project plans, considering SOX blackout and plan effective dates.
• Ensure the accuracy of regulatory notices and enrollment materials and their distribution to participants.
• Provide training to the Payroll Contact/Sponsor/Advisor/TPA on the recordkeeping system, going over the roles and responsibilities and reviewing features.
• Conduct first payrolls and client payroll setup and complete retro recordkeeping as needed.
• Oversee the transition of funds out of blackout periods, initiating extension notices when necessary.
• Facilitate the collection and processing of conversion data, emphasizing zero-error quality checks and trust reconciliation.
• Address and resolve data conversion issues effectively, maintaining client satisfaction and positive relationships.
• Delegate and monitor record-keeping setup, asset transfer, allocation, and first deposits, including integrating and mapping payroll files with the Integration Team.
• Ensure white labeled clients processes are followed throughout implementation.
• Responsible for processing transactions for money movement and trade corrections and payroll file processing assistance, as well as updating fund fact sheets and enrollment guides.
• Assist Management in identifying procedures and policies that are outdated or ineffective and provide suggested improvements.
• Demonstrate efficiency and flexibility in performing detailed transactions in a fast-paced work environment with frequent interruptions and competing priorities.
• Perform other duties and responsibilities as assigned.

Requirements

Remote Work Information: For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.

Compensation

The average salary for this position is expected to be between $XX and $XX/[hour/year] however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis.

Additional Information

As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.