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 deliver superior results in onboarding processes
• Develop and execute a business plan aligned with strategic objectives and enhance client experiences
• Oversee project management teams for onboarding 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
• Proven expertise in Defined Contribution plans, particularly Pooled Plan (MEP/PEP) knowledge
• Strong proficiency in MS Office and familiarity with onboarding systems
• Professional demeanor with experience in client meetings