Conversion & Installation Manager-REMOTE (Biotech)
We are always looking to add new Talent to our Team. If you are looking for the last place you will ever want to work, then look no further. ERISA Services was voted Top Places to work in 2020-2024 by our Team of dedicated retirement plan professionals. At ERISA we like to say we are a Family. We truly care about each other and that is what makes our culture so special. Our Culture is one that promotes honesty, integrity and dedication to our clients, business partners and each other. We are always looking for hardworking individuals who are ready to roll up their sleeves and put in a good honest days work.
We are currently seeking a Conversion & Installation Manager to join our Team. The Conversion & Installation team manages installation of Start-Up Plans, Takeover Plans and conversion of existing plans transferring to new providers. Tracking Notice Delivery, Coordination of Fees, and Services Agreements. Works closely with Territory Market Leader, plan sponsors, financial advisors, and Recordkeeping Partners throughout Installation to ensure a smooth and successful process. This position is not a management or supervisory position. This position is a remote position. If you are a team player, enjoy multitasking, have a keen eye for detail and possess the skill sets described below, we look forward to talking with you about our opportunity!
Role qualifications:
10+ years of experience in Retirement Plan Installation.
Understanding of 401(k), 403(b)/defined contribution plans.
Experience in relationship building with internal team, Recordkeeper partners, and exceptional client relationship ability.
Must follow systems and controls to ensure quality of installation is maintained.
Must possess the ability to maintain quality client rapport in difficult situations.
Must maintain strict confidentiality of all client information received and when sending ensure proper security is used.
Position responsibilities:
Develops and directs procedures and methods to ensure that quality standards are met and maintained.
Provides retirement plan expertise in the areas of plan installation, notices, and service agreements to all staff members.
Manages plan installation from document gathering to execution.
Manages timeline for all plan installations, conversions, and notices.
Maintains all files related to plan installation and plan takeovers.
Special projects as requested and other related duties as assigned.
Essential skills and experience:
Associate degree in business administration or related field.
10+ years of experience in retirement plan administration.
Leadership: demonstrated ability to lead people and get results through others.
Planning: ability to think ahead and plan over a one- to two-month time span.
Management: ability to organize and manage large projects, quality assurance, and efficiency.
Strong customer orientation.
Excellent interpersonal and communication skills.
High performance team member and a strong team player.
Commitment to company values.
Advanced computer proficiency.
Please include a cover letter.
ERISA has a robust benefits offering. BCBSTN - Medical, Dental and Vision, Short, Long and Life with Unum, Identity Theft, AFLAC, 529 College savings fund, and of course participation in our 401K plan.
Check out our hiring process here: https://youtu.be/p27uFCFOWp8
