Position Summary
The Pension Implementation Manager is accountable for onboarding new clients, converting existing client systems, and enhancing automation utilization.
This role involves technical expertise while assessing the educational and training needs necessary to support operational and system-related activities.
Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role.
Key Duties and Responsibilities
* Reviews and interprets requirements for new client retirement plan implementations, administrative system conversions, and plan changes; evaluates client needs to develop testing, training, and resource material.
* Attends implementation and conversion meetings as the functional subject matter expert, providing interpretation of plan rules and direction for programming, to ensure the success of the project.
* Facilitates training...