Senior Retirement Plan Onboarding & Conversions Lead
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-07-30
Listing for:
Silversmith Capital Partners
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist, Wealth Management
Job Description & How to Apply Below
Silversmith Capital Partners in New York is seeking a Retirement Plan Services Onboarding Lead to manage plan conversions and ensure compliance with regulations. The role demands strong project management skills and a solid background in retirement plan administration. You will oversee all facets of retirement plan onboarding and streamlining transitions for clients.
Key requirements include a Bachelor’s degree in a relevant field and 7-10 years of experience in the field. This position also includes a competitive compensation package with health benefits and a 401k plan.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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