Job Description

Job Description

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Senior Deconversion Consultant is responsible for the successful deconversion or termination of Defined Benefit and/or Non-Qualified plans acting as the project manager and consultant for assigned plans. The Consultant will also act as the point of contact with Plan Sponsors, Financial Advisors and Third-Party Administrators.

 

What you will do

• Responsible for the successful deconversion or termination of standard and more complex retirement plans, crossing all segments, within established timelines
• Perform weekly conference calls on assigned deconversions or terminations and consults with various client contacts including plan sponsors, financial advisors, third party administrators, relationship/client service managers, successor recordkeepers and various internal departments with respect to the timing of deconversions or terminations, outstanding items, critical tasks and overall project management
• Coordinate the review of test files (fund level and participant detail) with plan sponsors and successor recordkeepers
• Facilitate the transfer of plan assets and records though written and verbal communication with successor recordkeepers, client contacts and various internal departments
• Produce quality work on assigned deconversions or terminations through various quality assurance measures
• Follow established procedures designed to minimize market risks and gain/loss situations
• Assist with training and coaching of new hires and provide manager with progress feedback
• Support peak season volume by taking on additional plan assignments and reassignments upon request

What you will bring

• Bachelor's degree in Business or equivalent related experience
• 3+ years deconversion/termination or related work experience
• Demonstrated knowledge of defined benefit and non-qualified plans
• Demonstrated knowledge of IRS/DOL reporting knowledge
• Demonstrated regulatory compliance and plan document knowledge
• Excellent written and verbal communication skills
• Strong attention to detail required

 

What will set you apart

• Excellent time management
• Ability to work extended hours and overtime during peak seasons or high volume

#PJWP

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$57,300.00 - $81,000.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

08-07-2024

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Workplace Flexibility: Remote - Nationwide

Job Tags

Holiday work, Temporary work, Work experience placement, Casual work, Local area, Remote job, Work from home, Work visa,

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