Senior Client Onboarding Manager – Market Job Westminster area,Colorado USA,Finance & Banking

Position: Senior Client Onboarding Manager – Large Market

Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers.
Provide customized service and communications throughout the installation process to ensure deliverables are met.
Manage relationships with plan sponsors, financial advisors, third‑party administrators, and associated stakeholders.
The senior role is responsible for onboarding mid and large plan sponsors with high employee counts, requiring in‑depth retirement plan knowledge and installation process expertise.
Serve as a mentor to more junior staff.
Manage the installation of defined contribution retirement plans, during start‑up or conversion, for single employer and multiple employer plans.
Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation.
Evaluate timelines for liquidation of investments and receipt of plan data from prior providers in consideration of SOX blackout and plan effective dates.
Determine education options and delivery methods best suited for plan sponsors and participants, and coordinate with trainers to initiate.
Manage transition of funds out of blackout to the service team within set timetable.
Ensure plan set‑up consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan.
Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design.
Analyze data, conversion, payroll, and census files received from the client to assess the accuracy and consistency of information.
Plan and execute internal and external communications with plan sponsors, financial advisors and third‑party administrators based on client preferences and culture.

Requirements

Bachelor’s degree in a business field or equivalent experience
Five years of experience in the financial services industry including client management, installations/conversions, or contract compliance
In‑depth understanding of retirement plan regulations
Client focused to provide exceptional customer service
Outstanding written/oral communication and relationship building skills
Time management and organizational skills to handle multiple installations at various points in the conversion project lifecycle
Problem solving skills and attention to detail
Ability to quickly learn and navigate numerous systems/applications
Preferred:
Demonstrate expertise in managing large market plans with a focus on assets typically valued at $50 million and above

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