PCS Retirement · 1 day ago
Senior Implementation Consultant
United States
Full-time
Remote
Mid, Senior Level
$65K/yr - $85K/yr
5+ years expPCS Retirement, LLC is one of the nation's largest independent retirement solution providers, specializing in comprehensive retirement solutions. As a Senior Implementation Consultant, you will oversee the implementation and conversion of various retirement plan types, ensuring high standards of service and client satisfaction while managing complex projects and regulatory requirements.
ConsultingFinanceFinancial ServicesRetirement
Responsibilities
Demonstrate in depth knowledge of the retirement industry and requirements for administering the various retirement products
Demonstrate a thorough understanding of the company’s operational processes and consistently follow them
Provide a high level of customer service, build relationships to ensure retention, and facilitate organic growth
Adhere to established SLA during the implementation not limited to milestones and SalesForce cases
Manage the day to day Administration/Implementation process of clients across various product lines (401k, 403(b), IRA, 457, Mergers, Acquisitions) and prioritize their needs
Gather plan documents for conversions and facilitate their review by the plan documents team
Conduct status meetings with plan sponsors, which may be required weekly, biweekly, or monthly, depending on client/advisor needs
Actively communicate with clients, advisors, TPAs, and prior record keepers, ensuring clear expectations and timely updates
Analyze deliverables and timetables to develop detailed project plans, considering SOX blackout and plan effective dates
Ensure the accuracy of regulatory notices and enrollment materials and their distribution to participants
Provide training to the Payroll Contact/Sponsor/Advisor/TPA on the recordkeeping system, going over the roles and responsibilities and reviewing features
Conduct first payrolls and client payroll setup and complete retro recordkeeping as needed
Oversee the transition of funds out of blackout periods, initiating extension notices when necessary
Facilitate the collection and processing of conversion data, emphasizing zero-error quality checks and trust reconciliation
Address and resolve data conversion issues effectively, maintaining client satisfaction and positive relationships
Delegate and monitor record-keeping setup, asset transfer, allocation, and first deposits, including integrating and mapping payroll files with the Integration Team
Ensure white labeled clients processes are followed throughout implementation
Responsible for processing transactions for money movement and trade corrections and payroll file processing assistance, as well as updating fund fact sheets and enrollment guides
Assist Management in identifying procedures and policies that are outdated or ineffective and provides suggested improvements
Demonstrate efficiency and flexibility in performing detailed transactions in a fast-paced work environment with frequent interruptions and competing priorities
Conduct themselves professionally and partners with upper Management accordingly
Perform other duties and responsibilities as assigned
Qualification
Required
5–10 years of progressive experience in client relationship management, retirement plan implementation, or recordkeeping operations, with a consistent record of managing complex or high-profile plan conversions
Expertise in retirement plans, including 401(k), 403(b), 457, Mergers & Acquisitions, with the ability to act as a strategic partner to clients and advisors
Direct experience overseeing white label services or managing customized plan implementations end-to-end
Demonstrated ability to lead meetings with C-suite executives, resolve escalations independently, and guide process enhancements
High level of accountability and ownership of assigned relationships
Strong organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines
Reasoning and problem-solving skills to research and resolve general problems
Technical proficiency and highly adaptive to learning and working in multiple systems
Proficiency in using required software applications, including Adobe, Relius, SalesForce, Microsoft Office applications (specifically, Word, Excel, PowerPoint, and Outlook - Access is beneficial) necessary for creating documents, analyzing spreadsheets, and managing business correspondence
Communication skills and professional demeanor to interact with all levels of management, other associates, and counterparts at other firms
Work independently and in a team environment as well as support broader initiatives with guidance from a Supervisor
Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries
Learn and understand the various legal documents required by various companies in order to process client requests
Learn and apply new information, skills, and processes quickly, including the various regulations, back office systems, and plan document materials
Read and interpret financial statements, perform accurate data entry, 10 keys by touch, and type at least 30 words per minute
Preferred
Bachelor's degree is preferred but not required
Prior leadership or mentorship experience within an implementation or operations team is strongly preferred, including conducting regular work overview meetings with consultants to review progress, ensure alignment with objectives, and provide guidance or feedback as needed
Actively pursuing or holding retirement industry designations (RPF, QPA, QKA) is strongly encouraged
Benefits
401(k) match
Medical
Dental
Vision
Life insurance
Short and long term disability
Paid-time off
Company
PCS Retirement
Professional Capital Services is an independent provider of retirement plan solutions.
201-500 employees
H1B Sponsorship
PCS Retirement has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (6)
2023 (1)
2022 (4)
2021 (8)
2020 (1)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
LLR Partners
2024-03-04Acquired
2017-10-31Private Equity
Leadership Team
M
Michael Coluzzi
President and Chief Financial Officer
Recent News
2025-11-01
2025-02-19
Company data provided by crunchbase