Senior Implementation Consultant

A company is looking for a Senior Implementation Consultant to oversee the implementation and conversion of various retirement plan types.

Key Responsibilities

Manage the day-to-day administration and implementation processes for clients across various retirement products

Act as a liaison among clients, advisors, TPAs, and internal teams to ensure service quality and client satisfaction

Analyze deliverables and develop detailed project plans to ensure timely and accurate implementation

Required Qualifications

5-10 years of experience in client relationship management or retirement plan implementation

Bachelor's degree is preferred but not required

Prior leadership or mentorship experience in an implementation or operations team is strongly preferred

Actively pursuing or holding retirement industry designations (RPF, QPA, QKA) is encouraged

Expertise in retirement plans, including 401(k), 403(b), and mergers & acquisitions