Not specified; not specified; competitive compensa...
Retirement industry experience required
Proven project management experience
Strong client-facing experience with advisors
The role involves managing onboarding and conversion projects for new retirement plan clients while serving as a primary partner to advisors and plan sponsors
Job Summary
The role involves managing onboarding and conversion projects for new retirement plan clients while serving as a primary partner to advisors and plan sponsors.
Candidates must possess proven project management experience to lead multiple concurrent initiatives and drive accountability across cross-functional teams.
The position offers opportunities for career growth within retirement onboarding, conversions, and project leadership paths in a collaborative environment.
Matching Summary
The role involves managing onboarding and conversion projects for new retirement plan clients while serving as a primary partner to advisors and plan sponsors.
Salary
Not specified; Not specified; Competitive compensation and comprehensive benefits package