Implementation Manager

Iralogix - Charlotte, NC

Full-time - Manager

Remote - Charlotte, NC

About the position

As an Implementation Manager at IRALOGIX, you will play a crucial role in the onboarding process for new IRA and solo (k) clients. Reporting directly to the Director of Operations, your primary responsibility will be to manage project and relationship management during the onboarding phase. This position is vital as it establishes the first impression for clients, and you will serve as the project leader, coordinating efforts across multiple workstreams and maintaining communication with both internal and external stakeholders. Your role will involve managing the onboarding process for the implementation of new plans and the transition of existing plans, ensuring adherence to specific timeframes for projects that range from medium to high complexity. You will be the primary point of contact for clients, collaborating with various internal teams to drive projects to completion while ensuring client satisfaction. This includes establishing and managing extensive project plans that outline deliverables for both internal and external business partners, holding team members accountable for their assigned tasks. In addition to project management, you will be responsible for identifying and communicating any issues that may impact the success of the transition, as well as recognizing risks that could lead to financial exposure, delayed implementation, or client dissatisfaction. You will also ensure the receipt of legal agreements and additional documentation, coordinating efforts with clients, advisors, compliance, and other partners to meet all necessary requirements. Post-implementation, you will conduct audits to verify data integrity and oversee payroll conversions. Furthermore, you may also manage internal projects such as fund swaps, merger and acquisition activities, and new product implementations, all of which require solid project management skills. This position may involve managing a team as well.

Responsibilities

• Manage the onboarding process for the implementation of new plans and transition of existing plans, adhering to specific timeframes for projects with medium to high complexity.
• Serve as the primary point of contact for clients, collaborating with internal teams to successfully drive projects to completion and ensure client satisfaction.
• Establish and manage extensive project plans including deliverables for both internal and external business partners, holding team members responsible for assigned deliverables.
• Identify and communicate any issues that may impact the success of the transition, as well as identify risks that could cause financial exposure, delayed implementation, or client dissatisfaction.
• Ensure the receipt of legal agreements and additional documentation while coordinating efforts with clients, advisors, compliance, and other partners to meet requirements.
• Ensure data integrity and conduct post-implementation audits to verify accuracy.
• Oversee payroll conversions.
• May also oversee internal projects such as fund swaps, merger and acquisition activity, new product implementations and other large business initiatives that require solid project management skills.
• May manage a team.

Requirements

• A minimum of 5-7 years of experience related to implementation of retirement plans within a financial institution.
• Knowledge of day-to-day retirement or IRA recordkeeping practices and familiarity with mutual funds and other investment products.
• Strong interpersonal skills to work effectively with a wide range of diverse departments and clients, both internal and external.
• Excellent written and verbal communication skills.
• Capacity to manage multiple ongoing projects and competing priorities.
• Must be a US Citizen, Permanent Resident, or eligible to work in the US permanently.