Implementation Project Manager

2 weeks ago

Denver, Colorado, United States Ascensus Full time

Ascensus, a leader in retirement plan services, empowers organizations to provide their employees with a secure financial future through comprehensive retirement solutions, insurance, and expert consulting. As an independent and experienced partner, Ascensus is dedicated to delivering responsive and tailored services to plan sponsors and their advisors.

Position Overview: This role is pivotal in managing projects and facilitating the onboarding of new clients onto the Ascensus platform.

Key Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

  • Act as the main liaison for plan sponsors, advisors, and internal teams to ensure successful onboarding of client plans onto the Ascensus platform.
  • Develop, implement, and manage efficient project timelines and deliverables for clients.
  • Collaborate with plan sponsors, consultants, and previous service providers to ensure accurate conversion of plan data, assets, and liabilities.
  • Conduct weekly status calls with clients and external partners to provide updates and address outstanding issues. Organize meeting materials, including agendas and minutes.
  • Interpret legal plan documents and implementation processes, translating client requests into actionable tasks.
  • Investigate and comprehend the client onboarding process, plan setup, and necessary project documentation. Work closely with cross-functional teams to resolve system configuration issues.
  • Take ownership of client inquiries and issues, utilizing available resources for resolution.
  • Utilize advanced Excel skills to prepare client data, ensuring accuracy and compliance with contractual obligations.
  • Compile necessary documentation for initial plan setup and provide post-implementation support by creating detailed administration manuals outlining project processes.
  • Manage multiple client cases, adapting to changing priorities and project needs.
  • Consistently meet or exceed performance expectations in a fast-paced environment with tight deadlines.
  • Engage in continuous learning through daily activities.
  • Collaborate and share knowledge with team members.
  • Maintain regular, reliable, and punctual attendance.

Management Responsibilities

  • None

Required Qualifications

  • 5-7 years of experience in the retirement plan industry, with knowledge of non-qualified deferred compensation plans being advantageous.
  • Experience in project management.
  • Proficient in advanced Excel functionalities.

Preferred Qualifications

  • Bachelor's degree in a related field.
  • Extensive knowledge of retirement plan implementations and conversions.

Core Competencies

  • Ability to build collaborative relationships.
  • Commitment to excellence and detail-oriented work.
  • Strong verbal and written communication skills.
  • Integrity and personal credibility.
  • Effective planning and organizational skills.
  • Problem-solving and resourcefulness.
  • Team-oriented approach and time management skills.
  • Analytical thinking.

Travel Requirements: Up to 5%.

Additional Information

This job description is not intended to be a comprehensive list of all activities, duties, or responsibilities required of the employee. Responsibilities may change at any time with or without notice.

Be cautious of employment fraud. All communications from Ascensus or its hiring managers will originate from official email addresses. We will never request payment or require the purchase of equipment. If you have concerns about the validity of a job posting, we encourage you to apply directly through our official website.

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