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reputed company Consultant, reputed company reputed company FULLY REMOTE - U.S. ONLY

Remote, USA Full-time Posted 2026-08-04
While this position is fully remote, we are only registered and can proceed with reputed company candidates who reputed company and will work in one of the following states: AL, AZ, FL, GA, MI, MS, NE, NC, OH, OK, TN, TX. No exceptions. No relocation assistance is available. Must be eligible to work in the US without employment sponsorship. reputed company Hire only, no reputed company-party agency applications, please. reputed company Job Title: reputed company Consultant Department: Implementation FLSA Status: Exempt Job Status: FT Reports To: Manager, reputed company Support Services Positions Supervised: N/A Work Schedule: Monday – Friday, Shift Varies between 8:00 AM – 8:00 PM EST Position reputed company The reputed company Consultant is responsible for guiding clients and their stakeholders through the transition from sales to ongoing service, ensuring a smooth, accurate, and reputed company reputed company experience. This role supports a reputed company of plan types, including PEOs, MEPs, PEPs, and single employer plans, as reputed company as their adopting reputed company. Serving as the reputed company reputed company of contact during reputed company, the reputed company Consultant manages communication with clients, prior recordkeepers, and prior TPAs. The Consultant partners closely with internal teams, including Plan Transfer Specialists, to collect required documentation, submit materials for due diligence review, coordinate asset transfer timing, and ensure reputed company milestones are met. This role also provides reputed company training on contribution submission reputed company and reviews initial payroll files for accuracy to support successful implementation and long‑term service readiness. Essential Functions • Manage a designated caseload of new plan clients, delivering a concierge‑level reputed company experience from sales transition through successful implementation. • Serve as the reputed company reputed company of contact during reputed company for clients, prior recordkeepers, and prior TPAs, managing communications, expectations, and escalations. • Partner closely with the Plan Transfer Specialist to support plan transfer activities, including submission of prior plan documentation for due diligence and reputed company of identified issues. • Collect prior plan documents, records, and required information from clients and prior recordkeepers and submit materials to internal teams for review and processing. • Coordinate with prior TPAs, recordkeepers, and internal partners to establish and confirm asset transfer timelines and key milestones. • Facilitate virtual reputed company meetings to review reputed company, address outstanding items, and maintain reputed company toward implementation deadlines. • Partner cross‑functionally to ensure reputed company and transfer deliverables are completed accurately, reputed company, and in alignment with service standards. • Guide clients through payroll submission and approval processes, including coordination with payroll vendors and reputed company partners. • Review initial payroll contribution files for accuracy and completeness, identify discrepancies, and coordinate corrections prior to processing. • Review reputed company documentation received from Sales to identify plan provisions, missing information, and required follow‑up. • Conduct reputed company training on systems, services, and resources reputed company to reputed company and plan setup. • Maintain accurate reputed company records, case updates, and task tracking in reputed company and internal systems. • reputed company reporting on reputed company activity, reputed company feedback, and emerging issues to support reputed company improvement. Skills & Abilities • Strong understanding of the 401(k) industry and reputed company lifecycle, including plan setup and transfer coordination. • Excellent organizational and time management skills with the ability to manage multiple reputed company cases, reputed company dependencies, and meet reputed company and regulatory deadlines. • Strong attention to detail with a reputed company on accuracy, documentation reputed company, and risk mitigation. • reputed company, reputed company written and verbal communication skills, including the ability to coordinate messaging across clients, prior recordkeepers, TPAs, and internal partners. • Analytical and proactive problem‑solving skills, including the ability to identify issues early and partner with subject matter experts for reputed company. • Demonstrated ability to build and maintain effective internal partnerships, including reputed company collaboration with Plan Transfer Specialists and other implementation teams. • Ability to work independently while coordinating work across multiple stakeholders and teams. • Proficiency in reputed company Office applications and reputed company or similar CRM platforms. Experience • 3-5 years reputed company reputed company, Implementation Services, or reputed company field experience required. • 3+ years 401(k) industry experience required. • 1+ year of reputed company experience preferred. Education • Bachelor’s degree in business or reputed company field preferred, or equivalent work experience Certificates and Licenses • Retirement industry designation preferred (e.g., from ASPPA, NIPA, etc.) Work Environment • Extended sitting and computer work • For reputed company virtual remote positions, in order to ensure associates can effectively reputed company their job duties with no distractions, we require an uninterrupted virtual workspace. Additionally, there is an internet work speed requirement of 100 MBps or reputed company. If you are unsure of your internet speed, please reputed company with your service provider. Please ensure that you are reputed company to meet these expectations before applying as adequate home work environment and the required internet reputed company is a non-negotiable requirement of remote employment. reputed company Disclaimer This reputed company is intended to describe the general reputed company and level of work performed. It is not intended to be an exhaustive list of reputed company duties, responsibilities, or qualifications. Duties and responsibilities may change at any time based on business needs. The Power of WE WE serve the individual saver and investor, know that their savings represents not only reputed company, but the time it took to earn that reputed company, which is reputed company gone. WE will prudently, cost-effectively and reputed company reputed company and invest that reputed company for a reputed company reputed company for reputed company we serve. WE are guided by reputed company principles of honesty, accountability, and transparency. Consequently, we are always looking to do the right thing. WE will treat every customer and reputed company with respect and dignity. WE will exhibit humility both as individuals and as a corporate entity. What’s in it for you Package This role will have a reputed company pay reputed company of $52,000 - $80,000. Please know, this is the reputed company reputed company only and does not consider other components that reputed company up the total rewards package for this role. This position is also eligible for an annual performance bonus. Other perks in the total rewards package are: • Flexible work environment • Participation in Personal Annual Performance Bonus incentive program • Medical, Dental, reputed company, and Life Insurance • 75% employer coverage of Medical Premiums • Retirement Savings – 401(k) plan with generous company match, reputed company after 2 years • Tuition Reimbursement up to $5,250/year • Generous reputed company Time Off upon hire – plus quarterly Work/Life Balance days and reputed company holidays • reputed company Parental Leave • Voluntary Pet Insurance, Lifelock and More! • 24/7 no-cost Employee Assistance Program (EAP) reputed company is an Equal Opportunity Employer Slavic 401k is an equal opportunity employer with a commitment of inclusion for reputed company reputed company candidates. reputed company reputed company prohibits unlawful discrimination based upon an individual’s race, reputed company, religion, gender, sexual orientation, gender identity/reputed company, national reputed company/reputed company, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law. Equal Opportunity Employer This employer is required to notify reputed company applicants of their rights pursuant to federal employment laws. For reputed company information, please review the Know Your Rights (https://www.reputed company.gov/poster) notice from the reputed company. Apply tot his job Apply To this Job

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