Plan Implementation Manager
Core
Serve as the main contact for clients during plan implementation, managing relationships, project schedules, and client education for retirement and financial plans.
Role type
Plan Implementation Manager
Builds
Client retirement and financial plans
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
relationship management, project management, client consulting, stakeholder coordination, problem-solving, documentation management, payroll integration coordination
Preferred skills
knowledge of retirement plans, financial services, payroll processes, B2B program experience, subject matter expertise
Responsibilities
Serve as the main contact for clients during plan implementation, develop and manage implementation schedules, coordinate payroll integration and account configuration, educate clients on products and processes, review implementation documentation, support handoff to ongoing service teams
Seniority
Mid-level, hands-on IC