Onboarding Consultant

Position Summary

As an Onboarding Consultant at Future Plan, you will own the end‑to‑end onboarding experience for all retirement plan types—start‑up and takeover plans—ensuring a seamless transition from sales through go‑live. Acting with a "Day 1" mindset, you will manage client and advisor expectations, drive timelines, and deliver an exceptional onboarding experience that reflects Future Plan’s commitment to excellence.

• Protect, secure, and properly handle all confidential data held by Ascensus to prevent unauthorized access or disclosure.
• Own the onboarding process from plan sale through successful go‑live, serving as the primary point of contact for clients and advisors.
• Manage onboarding activities including plan design validation, data collection, asset conversion oversight, and account setup with precision and compliance.
• Prioritize and manage caseload to consistently meet or exceed departmental service standards for quality and timeliness with minimal supervision.
• Provide clear role definition and guidance to all stakeholders involved in the onboarding process to ensure alignment and accountability.
• Act as subject‑matter expert on specific topics, training and assisting others across departments.
• Coach and mentor team members, provide feedback to management for performance improvement.
• Participate in or head special projects as assigned.
• Collaborate across teams to identify and implement process improvements that enhance efficiency and client experience.
• Coordinate documentation and approvals with clients and advisors to ensure all onboarding requirements are complete and accurate.
• Maintain proactive communication with internal departments (Sales, Onboarding Management, Service) through workflow updates and status reporting.
• Update systems and reports consistently to reflect real‑time progress and ensure transparency throughout the onboarding lifecycle.
• Deliver client training and support to facilitate timely completion of client responsibilities and resolve issues promptly.
• Monitor internal task completion to ensure deadlines are met and dependencies are managed effectively.
• Ensure compliance and accuracy during plan conversions and asset transitions, applying Future Plan’s best practices and operational standards.
• Build trust through proactive communication, anticipating client needs and addressing concerns quickly.
• Provide accurate plan education to financial professionals and clients through ongoing training and self‑development.
• Champion continuous improvement by identifying opportunities to streamline processes, reduce risk, and elevate client satisfaction.

• Bachelor’s degree in Business, Finance, Accounting, or related field; or equivalent professional experience.
• 5+ years of experience in retirement plan administration, onboarding, or financial services; experience with multiple plan types (DC, DB, start‑up, takeover) strongly preferred.
• Familiarity with recordkeeping platforms such as FTW and ASC; ability to quickly learn and adapt to new technology tools.

• Advanced proficiency in Microsoft Office Suite (Excel, Word, Outlook).
• Working knowledge of ERISA, IRS, and DOL regulations, and plan document structures (prototype and individually designed).
• Experience with plan reconciliations, trust accounting, and conversion processes.
• Proficiency in InContact (call center platform) and Salesforce (CRM) for client communication and workflow management.

• Exceptional client service orientation with strong presentation, facilitation, and negotiation skills.
• Excellent written and verbal communication skills; ability to communicate clearly and professionally with clients, advisors, and internal teams.
• Strong analytical and problem‑solving abilities with meticulous attention to detail and accuracy.
• Ability to manage multiple priorities and deadlines in a fast‑paced environment while maintaining quality and compliance.
• Demonstrated ability to exercise sound judgment on issues that could impact financial outcomes and client relationships.
• Skilled in conflict resolution and…