Retirement Implementation Specialist

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Retirement Implementation Specialist in the United States.

This role is responsible for ensuring a smooth and successful onboarding process for new retirement plan clients, managing all aspects of plan setup, conversions, and transfers. You will coordinate with internal teams, external advisors, and clients to meet timelines and deliver a positive client experience. The ideal candidate will be detail-oriented, highly organized, and able to handle complex client needs while improving processes. This position offers the opportunity to collaborate cross-functionally, lead key implementation projects, and contribute to the overall success of the retirement services team in a dynamic and client-focused environment.

Accountabilities

·         Serve as the primary point of contact for new retirement plan clients, guiding them through the onboarding process.

·         Schedule and facilitate implementation calls with clients, advisors, third-party administrators, and internal teams to define timelines, milestones, and effective dates.

·         Review plan documentation, agreements, and investment selections to ensure accurate setup and compliance.

·         Collaborate with stakeholders to resolve complex client requests while maintaining consistency with service offerings.

·         Coordinate education materials, participant communications, and training sessions for internal and external parties.

·         Track implementation progress, update internal systems, and proactively manage client expectations and timelines.

·         Identify opportunities to improve processes, reduce errors, and enhance the client experience.

·         Associate’s degree in Business, Finance, Accounting, or related field, or equivalent experience.

·         Minimum of 3 years’ experience in the defined contribution industry, preferably in recordkeeping, administration, or client onboarding.

·         Experience supporting advisors, brokers, or third-party vendors is preferred.

·         Strong organizational, multitasking, and project management skills.

·         Excellent communication, interpersonal, and presentation abilities.

·         Proficiency with Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.

·         Analytical approach to problem-solving and attention to detail.

·         Ability to travel occasionally and manage workload during peak periods.

·         Competitive base salary ranging from $55,000 to $70,000 annually, with potential bonuses or incentives.

·         Comprehensive health and well-being benefits including medical, dental, vision, life, and long-term disability insurance.

·         Retirement savings options including 401(k) and ESOP.

·         Generous paid time off, including flexible time off, company holidays, parental, and bereavement leave.

·         Learning and professional development resources and advancement opportunities.

·         Access to financial guidance, wellness tools, and company discounts.

·         Paid volunteer time and company donation match opportunities to support the community.

Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.

When you apply, your profile goes through our AI-powered screening process designed to identify top talent efficiently and fairly.
🔍 Our AI evaluates your CV and LinkedIn profile thoroughly, analyzing your skills, experience, and achievements.
📊 It compares your profile to the job’s core requirements and past success factors to determine your match score.
🎯 Based on this analysis, we automatically shortlist the 3 candidates with the highest match to the role.
🧠 When necessary, our human team may perform an additional manual review to ensure no strong profile is missed.

The process is transparent, skills-based, and free of bias, focusing solely on your fit for the role. Once the shortlist is completed, we share it directly with the company that owns the job opening. The final decision and next steps (such as interviews or additional assessments) are then made by their internal hiring team.

Thank you for your interest!

#LI-CL1