Retirement Plan Implementation Specialist

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Title: Retirement Plan Services Group – Plan Implementation Specialist

Location: Hybrid – Kansas City, MO or Braintree, MA - ONLY

Get To Know The Team:

SS&C Retirement Solutions is a market-leading provider of technology, retirement recordkeeping and outsourcing solutions. As the third-largest provider of retirement services, we have over 250 institutional clients that use our platforms and services to participate in the defined contribution, IRA, and retirement income markets. SS&C Retirement Solutions aspires to be the partner of choice for the industry’s leading retirement plan providers by offering tailored solutions that help drive providers’ vision, reinforce their value proposition, and support their strategic goals.

The Plan Implementation Specialist is responsible for all new plans received from the point of sale through the transition to existing business account managers across multiple clients. This includes coordinating all activities with Plan Sponsors, Third Party Administrators, Broker/Agents, Institutional clients and internal groups. The Implementation Specialist is the main point of contact throughout the entire implementation process for all parties; maintaining a detailed project plan that highlights milestones and target date, providing superior pro-active client service. 

Why You’ll Love It At SS&C!

• Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeans
• Your Future: Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities.
• Work/Life Balance: Unlimited Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays
• Your Well-being: Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave, and more
• Diversity & Inclusion: Committed to Being an Organization that Welcomes, Celebrates, and Thrives on Diversity
• Training: Hands-On and Customized by your Team, including Technical and E-Learning Resources
• Extra Perks: Discounts on fitness memberships, cell provider, childcare, travel, and more!

What You Will Get To Do:

• Manage all aspects of the installation process for bundled and unbundled conversion and startup plans
• Manage a detailed project plan documenting each task with a target date; highlighting major milestones and managing that timeline

• Maintain a high level of service to clients by responsiveness, effective communications and completion of project deliverables in agreed upon timeframes according to contractual benchmarks
• Work collaboratively with management and internal teams to ensure timely and successful transitions
• Document Plan Implementation project requirements, notes and other critical information to be shared with relevant business units
• Establish effective communications and change management activities for plan sponsors, Third Party Administrators, advisers and clients

The Impact You Will Make:

• Bachelor’s degree or 3-5 years of experience in financial services or similar environment and 1-2 years project management
• Knowledge of retirement plan recordkeeping and of retirement plan products and services
• Excellent verbal and written communication skills
• Problem-solving critical thinking skills; ability to analyze data and take action
• Career-oriented, highly motivated self-starter
• Ability to work in a fast-paced, collaborative environment
• Excellent time management with strong organizational skills
• Project Management Skills
• Strong Customer Service orientation
• Able to work onsite 6 days per month in the local office, per hybrid work policy.

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers. 

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.