NFP, an Aon company · 9 hours ago
Transition Specialist
United States
Full-time
Remote
Mid, Senior Level
$57K/yr - $92K/yr
5+ years expNFP, an Aon company, is a recognized leader in Business Insurance, providing tailored solutions for risk and retirement challenges. The Transition Specialist will manage the conversion of retirement plan clients to new recordkeeping platforms, serving as the primary contact and ensuring adherence to best practices throughout the process.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Conversion project management
Participate in weekly status calls
Client relationship management during the conversion
Develop transition participant communication plan
Conduct participant education seminars, in person or via webinar, to explain the transition process
Ensure adherence to NFP transition best practices
Qualification
Required
At least 5 years' experience working with defined contribution retirement plans
Basic knowledge of investments
Good understanding of retirement plan design & compliance requirements
Must be customer-service oriented, and work well in a team environment
Willingness and ability to learn on the job
Very good organization skills
Ability to work with computer databases and Microsoft Office Suite
Preferred
Series 6,63 & 65 or Series 7 & 66 are recommended, but not required
Life & Health license is recommended, but not required
Retirement plan designation preferred, but not required
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase