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Implementation Manager I, Retirement (Remote)

National Benefit Services, LLC
West Jordan, UT Remote Full Time
POSTED ON 4/2/2025
AVAILABLE BEFORE 6/2/2025

Full-time, fully remote position guiding the transition of plans from Business Development to operations and establishing an operational relationship with retirement plan sponsors. Regularly working 8 AM to 5 PM, Monday through Friday. Great opportunity for growth with an employee-focused organization. This position is full time, hourly and nonexempt.


Primary Duties

Complete the implementation of retirement plans, coordinating and communicating directly with the client/broker/vendor during the implementation process

Manage the collection and delivery of necessary documentation and regulatory paperwork; Review and verify for compliance and operational accuracy,

Audit individual plan design for inefficiencies and to ensure proper fit to client's needs

Understand and proficiently apply relevant laws and regulations to clients' retirement plan

Maintain regular communication with your case load of onboarding clients to communicate onboarding progress and address any questions

Learn and keep current on laws and regulations governing retirement plans through training and education

Meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas

Perform other duties as assigned by team supervisor and department Vice President


Qualifications

Attention to detail and accuracy of work is critical in this role

Strong interpersonal and customer service skills are necessary to be successful in this role

Must be able to represent NBS's standard of excellence with professional, articulate verbal and written communication skills

Follow established processes

Be motivated to contribute and have a positive, team-first attitude

Obtain and keep current on appropriate industry certifications

This is a remote position; You must have the technical aptitude needed to self-support in a remote work environment


Education and Experience
- Bachelor's degree or work equivalent preferred. RPF, TGPC or QKA preferred. Retirement industry experience preferred. Physical Requirements - This position requires the employee to be seated most of the work time.

Note: The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your "at-will" status in anyway, and are subject to change at the discretion of National Benefit Services, LLC.

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