Asset Transfer Lead
Core
Owns end-to-end planning and execution of plan-level asset transfers and complex financial transactions for Defined Contribution plans.
Role type
Senior Asset Transfer Lead (Defined Contribution Recordkeeping)
Builds
Accurate money movement files, system setups, and executed transfer plans for client plans.
Domain
Financial Services / Defined Contribution / Recordkeeping
Required skills
Project management, Defined Contribution recordkeeping, Fund lineup expertise, Money movement systems (VISTA, VISION), ERISA knowledge, Risk mitigation, Legal documentation coordination, Financial reconciliation, Stakeholder management, Mentoring
Preferred skills
None stated
Technologies
VISTA, VISION
Responsibilities
Develop and manage detailed project plans and schedules for asset transfers; Serve as subject matter expert on fund lineups; Coordinate asset movement and re-registration with internal and external stakeholders; Lead implementation of money movement activities including complex scenarios; Identify, document, and mitigate risks associated with transfers; Coordinate fund closings and openings; Review and contribute to participant communications; Monitor and report transfer amounts; Initiate and track legal documentation; Oversee reconciliation of financial transactions to participant records; Mentor peers and support continuous improvement.
Seniority
Mid-Senior, hands-on IC with leadership responsibilities