Head of Transition Services

Job Summary

A company is looking for a Head of Transition Services - Client Services/Onboarding (MEP/PEP exp.) remote or hybrid.

Key Responsibilities

• Lead teams to embrace change and drive superior results in onboarding processes
• Develop and execute business plans aligned with strategic objectives and client feedback
• Manage project teams to onboard new and existing relationships onto core platforms

Required Qualifications

• Bachelor's degree in Business Administration or related field; advanced degree preferred
• 10+ years of leadership experience in a dynamic environment
• Expertise in Defined Contribution plans, including Pooled Plan (MEP/PEP) knowledge
• Strong proficiency in MS Office and familiarity with onboarding systems and platforms
• Professional demeanor with experience in client meetings