Job Description
Implementation Consultant – Government
locations
- WI Milwaukee
- Nationwide Remote
- KS Overland Park
- CO Greenwood Village
- MA Andover
- CT Enfield
time type: Full time
job requisition id: R.0034899
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.
Join our first impressions team as a core market implementation consultant for Government plans. Our core market consists of clients with $0-$50 million in assets. In this role, you will leverage your effective project management and communication skills to onboard new clients. You will work with, on average, 15 – 17 new clients at a time, with the implementation process averaging around 90 days. The number of new clients is subject to increases in Q4 and Q1 of every year.
What you will do
- Lead weekly conference calls on assigned sales, and consult with various client contacts and internal departments regarding project management items
- Educate clients about our service agreements and product features
- Proactively anticipate client needs
- Maintain established internal deadlines and timelines
- Ensure a seamless handoff to the ongoing, internal client service team
- Produce quality work on assigned sales through various quality assurance measures
- Minimize market risks and gain/loss situations by leveraging existing procedures
- Input recordkeeping setup of new plans in EASY (Empower Administrative System)
What you will bring
- Excellent time management skills
- Passion for helping people
- Relationship-building skills
- Excellent research and problem-solving abilities
- Curiosity and drive to find answers using an array of resources
- Ability to communicate confidently and accurately via phone and email
- Ability to drive a project to fruition and see the big picture
- Comfortable working both independently and as part of a team
What will set you apart
- Bachelor’s degree in Business or related field
- FINRA 6 registration, permitted but not required
- Previous experience in project management and/or new client implementation
- Proficient knowledge of various IRS codes; 457, 401(k), 403(b), 401(a), etc.
- Proficient knowledge of IRS/DOL reporting
- Proficient knowledge of regulatory compliance and plan documents
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.
The salary range below describes the 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.
Base Salary Range
$ 60,900.00-94,400.00
