Ameritas · 5 hours ago

Lead Transition Consultant - Retirement Plans

Lincoln, NE

Full-time

Remote

Mid Level

3+ years exp

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Responsibilities

Develop relationships with plan sponsors, financial professionals, & TPAs.

Coordinate the transfer of plan assets, generate affiliated notices, and direct allocation of transferred assets.

Support and coordinate with the sales team for assigned region.

Advocate the implementation process to internal and external parties including but not limited to associates, financial professionals, TPAs, and clients.

Own timely, professional, and accurate resolutions to client concerns, questions, and problems possibly during high stress situations.

Drive client service initiatives including process improvement to enhance client experience.

Maintain risk awareness and regulatory knowledge.

Coordinate changes required by the compliance team based on legally required changes.

Allocate and verify asset transfers ensuring money has been allocated appropriately and balances are correct.

Ensure smooth transition for on-going service through conversion of plan to the client service team(s).

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Retirement plans experienceLegal requirements knowledgeRetirement plans implementationMEP experiencePEP experiencePEO experienceClient service skillsProcess improvementRelationship management