REMOTE Implementation Manager - Retirement Plans
Company: The Standard
Location: Remote
Posted on: June 25, 2022
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Job Description:
At The Standard, you'll join a team focused on putting our
customers first.Our continued success is driven by a
high-performance culture. We're looking for people who are
collaborative, accountable, creative, agile and are driven by a
passion for doing what's right - across the company and in our
local communities.We offer a caring culture where you can make a
real difference, every day.Ready to reach your highest potential?
Let's work together.Principal Duties & Responsibilities:Responsible
for providing an overall exceptional customer first experience to
new clients/partners on-boarding plans to The Standard. Oversee all
installation activities related to assigned new business plans
moving to The Standard. Provide accurate and timely communication
and organization to all interested parties throughout the
transition process including paperwork and enrollment meetings,
weekly phone calls and emails, agenda setting, meeting
facilitation, preparation of meeting summary and follow up on all
outstanding items related to the successful implementation of each
assigned plan until transition to the on-going service
team.Responsible for the plan document and design review
conversation during the paperwork meeting or via phone calls as
early as possible in the process so that system set-up can be
completed and enrollment materials and other deliverables can be
produced. Train new clients on processes and systems including
PlanNet, PRO, PSC. Provide technical assistance and on-going
support and knowledge to clients and partners for how to
successfully manage their new plan on the Standard's recordkeeping
system. Ultimately, set the plan up for long-term success and a
smooth transition to the ongoing service team.Work closely with
paired Implementation Coordinator, Data Specialist and other
internal team-members on all on-boarding activities and to ensure
that communication and deliverable dates are documented following
established timeline/process for new plans. Responsible for
proactive escalation and communication on all plans assigned that
are at risk of not following timeline or meeting deliverable
dates.Job Specifications:1. Education: Bachelor's degree in related
field or an equivalent combination of education and/or relevant
experience.2. Experience:4-6 years experience in a client-facing
role working with defined contribution plan administration
including: implementation activities, plan document design, client
relationship management, asset transfer and reconciliation
including SOX notification, experience with various plan types,
investments, and federal pension regulations.3. Professional
certification required: ASPPA CPC, QKA, QPA or NIPA (APA) (APR)
preferred or in progress.LI-RemoteNote:The Standard is required to
provide a reasonable estimate of thesalaryfor this role when hiring
a Colorado resident. Thesalaryfor employees working in Colorado in
this role is listed below.The Standard's package also includes
incentive planparticipationand comprehensive benefitsincluding
medical, dental, vision, retirement, and paid time off.Please note,
eligibility to participate in an incentive program is subject to
the rules governing the program and plan. Any award depends on
various factors, including individual and organizational
performance.Salary Range:$62,000.00 - $108,800.00Standard Insurance
Company, The Standard Life Insurance Company of New York, Standard
Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp
Investment Advisers, Inc., marketed as The Standard, are
Affirmative Action/Equal Opportunity employers. All qualified
applicants will receive consideration for employment without regard
to race, religion, color, sex, national origin, gender, sexual
orientation, age, disability, or veteran status or any other
condition protected by federal, state or local law. The Standard
offers a drug and alcohol free work environment where possession,
manufacture, transfer, offer, use of or being impaired by an
illegal substance while on Standard property, or in other cases
which the company believes might affect operations, safety or
reputation of the company is prohibited. The Standard requires a
criminal background investigation, drug test, employment, education
and licensing verification as a condition of employment. All
employees of The Standard must be
bondable.PDN-96550c50-901c-4182-8ba6-767e6dc8be5e
Keywords: The Standard, Eugene , REMOTE Implementation Manager - Retirement Plans, Executive , Remote, Oregon
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