Retirement Implementation Specialist

Job Summary

A company is looking for a Retirement Implementation Specialist to support new retirement plan onboarding and advisor-facing activities.

Key Responsibilities

• Serve as primary point of contact for incoming advisor inquiries and support throughout the sales and onboarding lifecycle
• Manage end-to-end onboarding of new retirement plans, including documentation and coordination with recordkeepers
• Provide ongoing operational support for internal teams related to recordkeeper coordination and plan changes

Required Qualifications, Training, and Education

• Experience in retirement plans, pension administration, or financial services is preferred
• Highly organized with the ability to manage multiple onboarding projects simultaneously
• Comfortable working in a fast-paced, client-facing environment
• Ability to learn complex plan structures and operational processes quickly
• Willingness to take initiative and own processes end-to-end