Great-West Financial Empower Retirement

  • Implementation Consultant - Core Markets

    Location US-CO-Denver (DTC) | US-WI-Milwaukee | US-MA-Andover | US-KS-Overland Park
    Posted Date 1 month ago(1 month ago)
    Job ID
    16106
    # Positions
    5
    Category
    Account Operations
  • Position Highlights

    Empower Retirement is currently looking for an Implementation Consultant to support our Core clients. Under moderate supervision, responsible for the successful installation of non-complex new retirement plan sales, acting project manager and consultant for conversion activites. The Conversion Consultant will also act as the point of contact with Plan Sponsors, Financial Adivsors and Third Party Administrators.

    Primary Responsibilities

    • Responsible for the successful installation of standard/non-complex new transfer or start-up retirement plan sales.
    • Acts as the primary contact for Empower during the conversion process. 
    • Perform weekly conference calls on assigned sales and consults with various client contacts including plan sponsors, financial advisors, third party administrators, relationship/client service managers, regional sales director’s, prior providers, payroll vendors and various internal departments with respect to the timing of conversion, outstanding items, critical tasks and overall project management. 
    • Discusses service agreements, contracts and product features with plan sponsors, financial advisors and third party administrators for suitability and comprehension of administrative duties.
    • Review plan provisions with plans electing internal compliance services to ensure accurate restatement of retirement plan documents 
    • Coordinates the integration and mapping of payroll files/methods with the plan sponsor to Empower.
    • Facilitate the transfer of plan assets and records though written and verbal communication with prior providers, client contacts and various internal departments
    • Maintain established internal deadlines and timelines associated with transfer and start-up plan activity
    • Produce quality work on assigned sales through various quality assurance measures
    • Follow established procedures designed to minimize market risks and gain/loss situations
    • Transition plans timely from blackout release to the on-going client service manager
    • Must be willing to work extended hours and overtime during peak seasons or high volume. 
    • Other duties and projects as assigned

    Qualifications

    • Bachelor's Degree in Business or related field preferred
    • 1-2 years Implementation or related work experience
    • Proficient knowledge of various IRS codes; 457, 401(k), 403(b), 401(a), etc.
    • Proficient knowledge of IRS/DOL reporting knowledge
    • Proficient regulatory compliance and plan document knowledge
    • Excellent written and verbal communication skills
    • Strong attention to detail required
    • Excellent time management
    • Series 6 optional, not required

     

    Disclaimer:  The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job.  They are not intended to be an exhaustive list of responsibilities, duties and skills.

    About Great-West Financial

    At Great-West Financial® and Empower Retirement, our more than 5,700 global associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you’re interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We’re an equal opportunity employer dedicated to workforce diversity. We’re also committed to providing a drug-free workplace.

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