Sr. Retirement Plan Implementation Specialist; PA

Overview

As a leading financial services and healthcare technology company, SS&C is headquartered in Windsor, Connecticut, with 27,000+ employees in 35 countries. About 20,000 financial services and healthcare organizations rely on SS&C for expertise, scale, and technology.

Title: Retirement Plan Services Group - Senior Plan Implementation Specialist

Location: Hybrid - Kansas City, MO or Braintree, MA - ONLY

SS&C Retirement Solutions aspires to be the partner of choice for the industry s leading retirement plan providers by offering tailored solutions that help drive providers  vision, reinforce their value proposition, and support their strategic goals.

The Senior Plan Implementation Specialist is responsible for all new plans received from the point of sale through the transition to existing business account managers across multiple clients. This includes coordinating all activities with Plan Sponsors, Third Party Administrators, Broker/Agents, Institutional clients and internal groups. The Implementation Specialist is the main point of contact throughout the entire implementation process for all parties;

maintaining a detailed project plan that highlights milestones and target date, providing superior pro-active client service.

• Manage all aspects of the installation process for bundled and unbundled conversion and startup plans
• Manage a detailed project plan documenting each task with a target date; highlighting major milestones and managing that timeline
• Maintain a high level of service to clients by responsiveness, effective communications and completion of project deliverables in agreed upon time frames according to contractual benchmarks
• Work collaboratively with management and internal teams to ensure timely and successful transitions
• Document Plan Implementation project requirements, notes and other critical information to be shared with relevant business units
• Establish effective communications and change management activities for plan sponsors, Third Party Administrators, advisers and clients

• Bachelor s degree or 3-5 years of experience in financial services or similar environment and 1-2 years project management
• Knowledge of retirement plan recordkeeping and of retirement plan products and services
• Excellent verbal and written communication skills
• Problem-solving critical thinking skills; ability to analyze data and take action
• Career-oriented, highly motivated self-starter
• Ability to work in a fast-paced, collaborative environment
• Excellent time management with strong organizational skills
• Project Management Skills
• Strong Customer Service orientation
• Able to work onsite 6 days per month in the local office, per hybrid work policy.

Thank you for your interest in SS&C. To further explore this opportunity, please apply through our careers page on the corporate website at .

Equal Employment Opportunity: SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Notes: #LI-JS1, #LI-Hybrid, #CA-JS