Lead onboarding for retirement advisory clients from agreement to account creation.
Coordinate plan document intake and storage in SharePoint.
Set up client in CRM with implementation and plan design builds.
Collaborate with investment team to configure fund lineups in Envestnet.
Own quarterly Plan Health Report with data from 20 recordkeepers.
Oversee billing workflows and client invoicing processes.

🎯 Requirements

5+ years in defined contribution space (401(k), 403(b), Profit-Sharing).
2-3 years in implementation or project management.
Strong operational mindset and data integrity focus.
Experience with Salesforce, SharePoint, Envestnet, Excel.
Excellent cross-functional communication and collaboration.
Proactive, detail-oriented, accountable work style.

🎁 Benefits

Competitive base salary plus bonus programs.
Comprehensive benefits package.

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