Manulife · 10 hours ago
Data Implementation Specialist
Boston, Massachusetts
Full-time
Hybrid
Mid Level
$62K/yr - $103K/yrManulife is a leading international financial services provider, helping people make their decisions easier and lives better. The Data Implementation Specialist will be responsible for managing relationships during data transfer, ensuring data integrity, and supporting multiple implementation projects to enhance the U.S. Retirement business.
FinanceFinancial ExchangesFinancial Services
Responsibilities
Manage relationship with the prior record keeper as it pertains to data transfer and the integrity of submitted files during implementation
Understand and identify missing information and how the required data is key to plan setup and effective product delivery
Negotiate and influence providers to send required data to support administrative, compliance, and customer experience record-keeping needs
Manage internal relationships during conversion
Participate in conversion project team meetings
Complete tasks essential to the implementation setup process and effectively elevating issues and problems to the Plan Implementation Manager, following up on outstanding items, discrepancies and significant issues while supporting multiple implementation projects
Review raw data sets received from a variety of parties and be able to integrate, analyze and manipulate data to confirm data integrity and data gaps as it relates to conversion data requirements and successful on-going plan administration in the bundled plan environment
Work in an environment where on-going product development is in process, contributing to and identifying opportunities for process improvements, assisting in establishing procedures and protocols that are not yet defined, detecting trends and patterns and escalating issues to management thereby contributing to departmental goals and initiatives
Contribute to systems and process improvement of the department by identifying barriers and providing input solutions
Qualification
Required
Firm understanding of U.S. Retirement marketplace and Plan Provider Services including recordkeeping and trust operations and the surrounding ecosystem including Advisor, Sponsor, Participant and TPA channels including digital, web, mobile and via business to business and participant Contact Centers
Flexibility, adaptability, agility, and the capability to innovate, adapt and evolve while working through ambiguities associated with new processes, new systems and new products
Strong sense of process ownership and successful client outcomes
Experience in the U.S. marketplace as with Implementation, Payroll Operations or Client Service experience
Broad understanding of onboarding and servicing US Retirement clients
Project Management experience
Accountability: Manages own performance, priorities, and outcome. Takes personal accountability when acting on all customer requests or issues
Client/customer facing experience required
Outstanding oral and written communication skills and interpersonal skills
Ability to adapt to technology
Strong analytical/problem solving skills
Demonstrate ability to work in a team environment
Ability to work effectively within geographically dispersed team, leverage knowledge across the organization
Preferred
Experience with Microsoft Word, Excel, Decisions workflow, Salesforce preferred
Experience working with the FIS Omni Recordkeeping platform including the business to business and business to customer scope of services (highly desirable)
Benefits
Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans
Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
Financial education and counseling resources
Up to 11 paid holidays
3 personal days
150 hours of vacation
40 hours of sick time (or more where required by law)
Company
Manulife
Manulife is a leading international financial services group that helps people make their decisions easier and lives better.
Founded in 1887
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$3.31B2025-12-02Post Ipo Debt· $1B
2024-06-11Post Ipo Debt· $363.5M
2023-03-07Post Ipo Debt· $1.2B
Leadership Team
Phil Witherington
President and CEO
Steve Finch
President and CEO, Manulife Asia
Recent News
2026-01-21
Company data provided by crunchbase