Head of Transition Services

Job Summary

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

Key Responsibilities

• Lead teams to drive transformation in onboarding processes and enhance client experiences
• Develop and execute business plans aligned with strategic objectives, utilizing KPIs and client feedback for continuous improvement
• Oversee project management teams to ensure effective onboarding of new and existing client relationships

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 and experience with client meetings