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Aegon · 1 day ago

Int Client Onboarding Manager (Mid-Market)

United States

Full-time

Remote

Entry, Mid Level

$64K/yr - $80K/yr

2+ years exp

Aegon is seeking an Int Client Onboarding Manager to oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans. The role involves managing relationships with plan sponsors and ensuring deliverables are met throughout the installation process.

Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement

Responsibilities

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. Initiate extension notices if needed

Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits, including the education, integration, and mapping of payroll files/methods

Ensure plan set up consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan

Create and ensure regulatory notices are accurate and distributed to participants on time

Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design

Serve as primary plan sponsor contact during the installation process to ensure all aspects of the transition process meet client expectations

Analyze data, conversion, payroll, and census files received from the client to assess the accuracy and consistency of information. Notify the plan sponsor and internal/external contacts of issues that may impact the success of the transition

Plan and execute internal and external communications with plan sponsors, financial advisors and third-party administrators based on client preferences and culture

Manage relationships with internal partners, sales executives, plan sponsors contacts, financial advisors and third parties throughout the installation process to ensure deliverables are met

Confirm the accuracy and delivery of enrollment materials to participants once plans are in place

Qualification

Client managementInstallations/conversionsRetirement plan regulationsFinancial services experienceManaging mid-market plansCustomer serviceLearning systems/applicationsWritten/oral communicationRelationship buildingTime managementOrganizational skillsProblem solvingAttention to detail