Ameritas
Lead Transition Consultant - Retirement Plans - Remote USA Position-Ameritas HQi
Ameritas, Lincoln, Nebraska, United States, 68511
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Lead Transition Consultant - Retirement Plans
#5663
Remote USA Position-Ameritas HQ is Lincoln, Nebraska, United States
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Position Locations
Remote USA Position-Ameritas HQ is Lincoln, Nebraska, United States
Area of Interests
Retirement Plans
Full-Time/Part Time
Full-time
Job Description
Position Description:
This position serves as the primary liaison between the financial professional, client, regional director, and internal partners during the plan installation and conversion. This position is responsible for the installation of all new retirement plans.
This role develops and maintains professional relationships with financial professionals and clients to ensure required services are being provided to the client. As the client's first impression of the home office, this position is responsible for ensuring a smooth transition from sale to service.
Position Location:
This position is remote (USA) and does not require regular in-office presence.
What you do:
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).
What you bring:
Bachelor's Degree (preferably in business or finance) or equivalent combination of education and experience required.
3 -5 of relevant retirement plans experience required including:
Extensive knowledge of relevant complex legal requirements and contracts.
Retirement plans implementation experience.
MEP (multiple employer plan), PEP (pooled employer plan), and/or PEO (professional employer organization) experience desired.
Less than 2 years' experience coaching others
QKA-Qyalified 401(k) Administrator or other ASPPA certification
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services, and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For
your money:
401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay
For your time:
Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)
For your health and well-being:
Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well-being programs
with financial rewards
Employee assistance program (EAP)
For your professional growth:
Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program
For your community:
Matching donations program
Paid volunteer time - 8 hours per month
For your family:
Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Application Deadline This position will be open for a minimum of 3 business days or until filled.
This position is not open to individuals who are temporarily authorized to work in the U.S.
About this Position's Pay
The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled.
The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details).
This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.
Job Details
Pay Range
Pay Range
The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay. The actual pay rate will depend on the person's qualifications and experience.
$65,382.00 - $107,880.00 / year
Pay Transparency
Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace.
Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.
Lead Transition Consultant - Retirement Plans
#5663
Remote USA Position-Ameritas HQ is Lincoln, Nebraska, United States
Apply
X
Copy
Position Locations
Remote USA Position-Ameritas HQ is Lincoln, Nebraska, United States
Area of Interests
Retirement Plans
Full-Time/Part Time
Full-time
Job Description
Position Description:
This position serves as the primary liaison between the financial professional, client, regional director, and internal partners during the plan installation and conversion. This position is responsible for the installation of all new retirement plans.
This role develops and maintains professional relationships with financial professionals and clients to ensure required services are being provided to the client. As the client's first impression of the home office, this position is responsible for ensuring a smooth transition from sale to service.
Position Location:
This position is remote (USA) and does not require regular in-office presence.
What you do:
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).
What you bring:
Bachelor's Degree (preferably in business or finance) or equivalent combination of education and experience required.
3 -5 of relevant retirement plans experience required including:
Extensive knowledge of relevant complex legal requirements and contracts.
Retirement plans implementation experience.
MEP (multiple employer plan), PEP (pooled employer plan), and/or PEO (professional employer organization) experience desired.
Less than 2 years' experience coaching others
QKA-Qyalified 401(k) Administrator or other ASPPA certification
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services, and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For
your money:
401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay
For your time:
Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)
For your health and well-being:
Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well-being programs
with financial rewards
Employee assistance program (EAP)
For your professional growth:
Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program
For your community:
Matching donations program
Paid volunteer time - 8 hours per month
For your family:
Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Application Deadline This position will be open for a minimum of 3 business days or until filled.
This position is not open to individuals who are temporarily authorized to work in the U.S.
About this Position's Pay
The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled.
The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details).
This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.
Job Details
Pay Range
Pay Range
The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay. The actual pay rate will depend on the person's qualifications and experience.
$65,382.00 - $107,880.00 / year
Pay Transparency
Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace.
Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.