Lead Transition Consultant - Retirement Plans

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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. It is responsible for the installation of all new retirement plans and for developing and maintaining professional relationships with financial professionals and clients to ensure required services are provided. As the client's first impression of the home office, this role ensures 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, and TPAs.
• Coordinate the transfer of plan assets, generate notices, and direct allocation of transferred assets.
• Support and coordinate with the sales team for the assigned region.
• Advocate the implementation process to internal and external parties including associates, financial professionals, TPAs, and clients.
• Own timely, professional, and accurate resolutions to client concerns in high-stress situations.
• Drive client service initiatives including process improvements to enhance the 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 to ensure funds are allocated correctly and balances are accurate.
• Ensure smooth transition for ongoing service through the conversion to the client service team.

What you bring

Extensive knowledge of relevant complex legal requirements and contracts.

What we offer

Ameritas provides meaningful benefits, a vibrant culture, and flexible work options. Benefits cover health, time, professional growth, and community support.

Equal Opportunity Employer

Ameritas is an Equal Opportunity / Affirmative Action Employer. We hire 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

This position will be open for a minimum of 3 business days or until filled.

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