The role involves managing enrollment projects within the Non-Qualified Product Support team to ensure strict compliance with plan documents and client expectations
Job Summary
The role involves managing enrollment projects within the Non-Qualified Product Support team to ensure strict compliance with plan documents and client expectations.
Candidates will coordinate complex activities such as fund replacements, plan feature changes, and merger/acquisition restructuring while collaborating with multiple departments.
The position requires overseeing system-level enrollment cycles, performing quality assurance audits, and providing frequent status reports to senior management.
Matching Summary
The role involves managing enrollment projects within the Non-Qualified Product Support team to ensure strict compliance with plan documents and client expectations.
Skills & Requirements
Must-have
3 to 5 years retirement plan industry experience
Coordinate up to 100+ cases simultaneously
Manage technical aspects of fund replacements
Ensure compliance with plan documents
Conduct quality assurance audits
Nice-to-have
Bachelor's degree in related field
Strong analytical and planning skills
Effective verbal and written communication
Ability to build collaborative relationships
Detail-oriented approach to documentation
Key Requirements
3 to 5 years in retirement plan industry
Equivalent combination of education and experience