The Client Onboarding Manager owns the end-to-end onboarding experience, leading team members and designing scalable workflows. They partner with Product and Engineering to improve tools while measuring performance through KPIs to ensure operational success.
The Plan Consultant leads plan design discussions with new and converting plan sponsors to ensure accurate plan documentation and compliance. They serve as the primary point of contact during the onboarding process, managing multiple cases while coordinating with internal teams.
The analyst provides flexible, cross-functional support for 401(k) plan onboarding, conversions, and client servicing to maintain service levels and reduce operational bottlenecks. They act as a primary point of contact for stakeholders, ensuring accurate case documentation and compliance with regulatory requirements.
The Analyst manages the end-to-end onboarding of new 401(k) plans, including document preparation, payroll integration, and platform setup. They serve as the primary point of contact for clients and advisors, ensuring compliance and providing ongoing education throughout the implementation process.
The Team Lead manages the logistics and quality of the Client Experience team to ensure exceptional service delivery and customer satisfaction. They provide leadership, coaching, and strategic oversight to team members while serving as the primary point of contact for escalations.
