Onboarding Manager, (TFG)
Core
Lead a team of Retirement Onboarding Specialists to oversee the full plan onboarding process for new retirement plan clients, ensuring accuracy and compliance from document review to finalization.
Role type
Senior IC retirement onboarding manager
Builds
Retirement plan onboarding workflows and client experiences
Domain
Retirement services / Third-party administration (TPA)
Required skills
Team leadership, ERISA/IRS regulation expertise, retirement plan document interpretation, process improvement, stakeholder management, project management
Preferred skills
Scaling onboarding teams, plan amendments/restatements, 401(k) administration, document management systems
Technologies
Workflow tools, project management tools
Responsibilities
Lead, coach, and develop a team of Retirement Onboarding Specialists; Oversee onboarding for all new retirement plan clients ensuring milestones are met; Review plan document mapping and compliance materials; Build and maintain standard operating procedures and quality control practices; Serve as escalation point for complex plan provisions; Stay current on ERISA, IRS, and legislative changes.
Seniority
Senior, hands-on IC with team leadership