Head of Transition Services

Job Summary

A company is looking for a Head of Transition Services - Client Services/Onboarding.

Key Responsibilities

• Lead teams to embrace change and improve onboarding processes using data and technology
• Develop and execute business plans aligned with strategic objectives while managing project teams
• Foster relationships with stakeholders to enhance client experience and ensure alignment across functions

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