Plan Installation Manager
July Business Services
- Waco, Texas, United States
- Waco, Texas, United States
About
The Gig
Serve as the primary point of contact and project manager for new retirement plan clients and advisors
Educate plan sponsors of plan highlights and new operational processes with JULY
Respond to plan sponsor and advisor questions related to plan setup in a timely manner
Ensure advisors and plan sponsors receive regular updates regarding the status of their plan setup
Assist plan sponsors and advisors with creating a plan installation timeline and ensure JULY systems are setup to receive assets on schedule
Work with TPAs and Recordkeepers to convert existing plans to the JULY Recordkeeping platform
Perform payroll upload training to the JULY Recordkeeping website and serve as a resource for troubleshooting
Communicate the availability of plan documents, notices, and other compliance related items to plan sponsors and advisors
Prioritize, research and resolve client questions related to technology, plan operation, compliance and other matters
Coordinate with other team members as required for support on recordkeeping, plan conversions and plan administration
Maintain documentation on client projects and responses within JULYs CRM software tool
Maintain knowledge regarding industry trends and legislative/regulatory requirements and changes
Ad hoc projects and tasks as assigned
Our Needs
A basic understanding of the retirement plan setup process
Ability to explain complex compliance items in a clear and understandable manner
Professional and concise verbal, non-verbal, and written communication skills
Strong attention to detail and sense of urgency
Builder of collaborative rapport with stellar interpersonal and relationship management skills
Exceptionally organized individual who juggles multiple projects with minimal oversight
Self-starting, resourceful, solution seeker who works well independently
Can do, client focused attitude who thrives on accountability, credibility, and trustworthiness
Team player with willingness to do no matter how small or large the task
Our Wants
Bachelor’s Degree
ASPPA Certification —or must be willing to work towards ASPPA credentials
Desire to deliver the best internal and external client service possible
Dedicated employee who finds enjoyment in service with a smile
Ability to handle difficult conversations in a positive and professional manner
Our Values
Build a winning culture
Deliver WOW service
Foster strong relationships
Have a servant’s heart
Drive innovation
We 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.
401(k) Plan with fully vested 5% employer match
Company pays 100% of employee health insurance
Generous Paid Time Off
Ability to work remotely
About JULY JULY 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 including 7,000+ small and mid-sized employers, representing 150,000+ plan participants.
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.
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Languages
- English
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