Plan Installation ManagerPosition Type Full TimeDescriptionInstallation ManagerJuly Business Services (JULY) is seeking an individual for Installation Manager. In this role, you will enjoy the unique challenge of proactively guiding new clients through the installation process while providing friendly service and setting the stage for a long-term relationship with JULY. As you gain experience and demonstrate excellence, you will have the opportunity to advance at JULY based on your personal strengths and interests.The GigServe as the primary point of contact and project manager for new retirement plan clients and advisorsEducate plan sponsors on plan highlights and new operational processes with JULYRespond to plan sponsor and advisor questions related to plan setup in a timely mannerEnsure advisors and plan sponsors receive regular updates regarding the status of their plan setupAssist plan sponsors and advisors with creating a plan installation timeline and ensure JULY systems are set up to receive assets on scheduleWork with TPAs and Recordkeepers to convert existing plans to the JULY Recordkeeping platformPerform payroll upload training to the JULY Recordkeeping website and serve as a resource for troubleshootingCommunicate the availability of plan documents, notices, and other compliance related items to plan sponsors and advisorsPrioritize, research and resolve client questions related to technology, plan operation, compliance and other mattersCoordinate with other team members as required for support on recordkeeping, plan conversions and plan administrationMaintain documentation on client projects and responses within JULY's CRM software toolMaintain knowledge regarding industry trends and legislative/regulatory requirements and changesAd hoc projects and tasks as assignedOur Needs3+ years retirement plan experience, with direct exposure to plan installation, conversions, or recordkeeping operationsWorking knowledge of plan setup and conversion from other recordkeeping or TPA platformsAbility to explain complex compliance items in a clear and understandable mannerProfessional and concise verbal, non-verbal, and written communication skillsStrong attention to detail and sense of urgencyBuilder of collaborative rapport with stellar interpersonal and relationship management skillsExceptionally organized individual who juggles multiple projects with minimal oversightSelf-starting, resourceful, solution seeker who works well independentlyCan do, client focused attitude who thrives on accountability, credibility, and trustworthinessTeam player who is willing to take on any task, large or smallPositive attitudeOur WantsBachelor's DegreeQKA ASPPA Certification —or must be willing to work towards ASPPA credentialsPrior experience managing plan conversions or takeovers end-to-endFamiliarity with PEP/MEP structures and pooled arrangementsExperience communicating compliance items (notices, blackouts, deadlines) directly to plan sponsors and advisorsDesire to deliver the best internal and external client service possibleDedicated employee who finds enjoyment in service with a smileAbility to handle difficult conversations in a positive and professional mannerOur ValuesBuild a winning culturePursue excellenceDeliver WOW serviceFoster strong relationshipsHave a servant's heartDrive innovationWe know that if we live our values, we will serve our mission of transforming small business retirement plans through innovation, expertise, and service and achieve our vision of enriching lives by shaping the future of retirement.Our Benefits401(k) Plan with fully vested 5% employer matchCompany pays 100% of employee health insuranceGenerous Paid Time OffAbility to work remotelyAbout JULYJULY is a growing financial technology retirement plan services company that partners with institutions and financial advisors to design and implement successful retirement plan strategies.
We combine innovation and technology with hands on service to make retirement plans easy for our clients.In addition to our Waco, TX headquarters, we support a thriving virtual workforce. Our unmatched, value driven environment promotes talent development and career growth with competitive salaries and generous benefits, resulting in a people centric employee experience. Together, we will shape the future of retirement for JULY's team, clients, partners, and plan participants.July Business Services is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law.