Description
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Job Title: Sr. Retirement Plan Implementation Specialist
Locations: Kansas City, MO or Braintree - Hybrid
About the Role
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 Senior 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 Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
How You Will Make an Impact
- 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
Required Experience
- 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.
What Sets You Apart (preferred qualifications)
- Strong Retirement Plan experience – coordination, implementation systems.
- Subject Matter expert of Conversion and or Deconversion of qualified plans
- Project Management approach for fund reconciliation activities
Join SS&C, where innovation meets global opportunities. Click here to apply.
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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 Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location. Massachusetts: The expected base salary for the position is between $85,000 USD to $95,000 USD.
Applications will be accepted on an ongoing basis until the position is filled.
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.
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