Who We Are:
NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
This position is responsible for project management during the conversion of a retirement plan client from one recordkeeping platform to another. During the three-month conversion process, the transition manager will be the client’s primary contact for inquiries regarding the conversion, will participate in weekly timeline calls, and will be responsible for ensuring all best practices are followed throughout the process, along with documenting all relevant activity in Salesforce. The Transition Manager will work closely with the retirement client’s assigned Plan Advisor, and with the assigned conversion manager from the recordkeeping partner. The job responsibilities include:
Job Responsibilities:
- Conversion project management
- Participate in weekly status calls
- Client relationship management during the conversion
- Develop transition participant communication for clients
- Consult on retirement plan design best practices
- Consult on options for allocating plan recordkeeping expense
- Develop investment agreements
- Coordinating schedules between multiple parties
- Submitting transition paperwork to the onboarding team
- Conduct participant education seminars, in person or via webinar, to explain the transition process.
- Update database entries related to transition activities
- Ensure adherence to NFP transition best practices
Required Experience/ Characteristics:
- At least 5 years’ experience working with defined contribution retirement plans
- Basic knowledge of investments
- Strong 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
- Strong organization skills
- Ability to work with computer databases and Microsoft Office Suite, specifically excel
Required Licenses:
- No licenses required for this position
- Retirement plan designation preferred but not required.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $57,000-$70,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
