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 an annual business plan aligned with strategic objectives and performance metrics
• Foster strong relationships with stakeholders to ensure collaboration and 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
• Proficiency in MS Office and familiarity with onboarding systems and platforms
• Professional demeanor with experience in client meetings