FIS · 1 day ago
Representative Senior, BPS Client & Product Onboarding
US FL JAX 347
Full-time
Onsite
Senior LevelFIS is a leading provider of technology solutions for the financial services industry, and they are seeking a Senior Representative for their BPS Client & Product Onboarding team. The role involves managing onboarding and conversion projects for new retirement plan clients, serving as a primary client-facing partner, and ensuring that project deadlines and quality standards are met.
FinanceBankingFinTechPaymentsFinancial Services
Responsibilities
Manage onboarding and conversion projects for new retirement plan clients transitioning
Serve as a primary client-facing partner, engaging with advisors, plan sponsors, and other recordkeepers
Lead multiple projects at once
Work closely with internal project managers, leadership, and onboarding specialists to ensure deadlines and quality standards are met
Oversee project plans, deliverables, timelines, and communications to ensure smooth onboarding
Drive accountability across cross‑functional teams and ensure all onboarding requirements are completed accurately
Provide guidance and review work for less experienced team members; act as a resource and subject matter expert
Identify process improvements and recommend enhancements to onboarding workflows
Perform other related duties as assigned
Qualification
Required
Retirement industry experience required — including new business, conversions, rollovers, or recordkeeping‑related work
Strong project management capability with experience managing multiple concurrent projects
Ability to communicate professionally with advisors, sponsors, and external partners
Experience interacting with major recordkeepers
Strong problem‑solving skills with the ability to work on difficult or complex issues
Ability to work independently with limited supervision
Excellent organizational skills, attention to detail, and comfort managing deadlines
Ability to influence others regarding policies, procedures, and best practices
Benefits
Competitive pay and comprehensive benefits.
Company
FIS
FIS is a fintech firm that provides advance integrated banking, wealth management, risk and compliance, and other solutions.
Founded in 1968
10001+ employees
H1B Sponsorship
FIS 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
2022 (1)
Funding
Current Stage
Public CompanyTotal Funding
$10.5BKey Investors
Goldman Sachs
2025-05-01Post Ipo Debt· $8B
2022-07-06Post Ipo Debt· $2.5B
2018-05-22Post Ipo Equity
Leadership Team
Douglas McAllister
CEO | FIS Automotive Market Partner
Stephanie Ferris
CEO and President
Recent News
PR Newswire UK
2026-02-06
Crowdfund Insider
2026-02-06
2026-02-05
Company data provided by crunchbase