Implementation Manager

1 day ago


Le Pontet, Provence-Alpes-Côte d'Azur, United States IRALOGIX,Inc Full time
Job Description

Job Summary:

IRALOGIX, Inc. is seeking an experienced Implementation Manager to join our team. As an Implementation Manager, you will be responsible for providing project management and relationship management for new IRA and solo (k) clients during the onboarding process.

Key Responsibilities:

  • Manage the onboarding process for the implementation of new plans and transition of existing plans, adhering to specific timeframes for projects with medium to high complexity.
  • Serve as the primary point of contact for clients, collaborating with internal teams to successfully drive projects to completion and ensure client satisfaction.
  • Establish and manage extensive project plans including deliverables for both internal and external business partners, holding team members responsible for assigned deliverables.
  • Identify and communicate any issues that may impact the success of the transition. Also, identify any risks that could cause financial exposure, delayed implementation, or client dissatisfaction.
  • Ensure the receipt of legal agreements and additional documentation while coordinating efforts with clients, advisors, compliance, and other partners to meet requirements.
  • Ensure data integrity and conduct post-implementation audits to verify accuracy.
  • Oversee payroll conversions.
  • May also oversee internal projects such as fund swaps, merger and acquisition activity, new product implementations and other large business initiatives that require solid project management skills.
  • May manage a team.

Requirements:

  • A minimum of 5-7 years of experience related to implementation of retirement plans within a financial institution.
  • Candidate must have knowledge of day-to-day retirement or IRA recordkeeping practices and familiarity with mutual funds and other investment products.

IRALOGIX is an equal opportunity employer committed to building a team that embraces diversity, represents a variety of backgrounds, and upholds inclusiveness. M/F/V/D


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