Retirement Plan Installation Manager

Job Summary

A company is looking for an Installation Manager.

Key Responsibilities

• Serve as the primary point of contact and project manager for new retirement plan clients and advisors
• Educate plan sponsors on plan highlights and operational processes while ensuring timely communication and updates
• Coordinate with team members and external partners to facilitate plan conversions and maintain project documentation

Required Qualifications

• 3+ years of retirement plan experience
• Basic understanding of the retirement plan setup process
• Ability to explain complex compliance items clearly
• Bachelor's degree preferred
• ASPPA certification or willingness to pursue credentials