Strongpoint Partners - Onboarding Manager, (TFG)
Requirements
• 7+ years of experience working with retirement plan documents, qualified retirement plans, or TPA operations • 2+ years of experience supervising, managing, or leading a team • Expert understanding of ERISA and IRS regulations governing qualified retirement plans • Extensive experience reviewing, interpreting, and drafting retirement plan documents • Deep understanding of 401(k) plan provisions and plan design concepts • Proven ability to manage multiple concurrent projects and deadlines across a team • Excellent written and verbal communication skills, including the ability to explain complex retirement plan concepts to clients, advisors, and leadership • Strong coaching skills and the ability to provide clear, constructive feedback • Sound judgment, a proactive and solutions-oriented approach, and a strong sense of ownership • Experience building or scaling an onboarding, conversion, or implementation team • Experience with plan amendments, restatements, SPDs, and other compliance documents, including managing document restatement cycles • Experience with 401(k) plan administration, including compliance testing and plan operations • Familiarity with retirement plan document and administration systems, as well as workflow or project management tools • Flexible Workplace – Hybrid and remote options available for many roles. • Flexible Workplace • Flexible PTO – Competitive paid time off, including flexible & unlimited options. • Flexible PTO • Inclusive Environment – A culture that values diversity, collaboration, and respect. • Inclusive Environment • Growth Opportunities – Support for ongoing learning and career development. • Growth Opportunities • Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
Responsibilities
• Team Leadership • Lead, coach, and develop a team of Retirement Onboarding Specialists, including hiring, training, goal setting, and performance management • Assign and balance onboarding caseloads based on plan complexity, team capacity, and client deadlines • Serve as the escalation point for complex plan provisions, challenging conversions, and client or partner concerns • Build a team culture centered on accountability, collaboration, accuracy, and continuous learning • Onboarding Oversight • Oversee onboarding for all new retirement plan clients, ensuring key milestones and deadlines are met across the full book of business • Review plan document mapping, amendments, restatements, Summary Plan Descriptions (SPDs), and related materials for accuracy and compliance before finalization • Own onboarding systems, status reporting, and documentation, and provide leadership with visibility into pipeline, timelines, and team performance • Lead plan provision and onboarding calls for complex or high-priority clients, advising clients and advisors on plan design options and next steps • Guide the team on plan design improvements and solutions for provisions that may not be supported by recordkeepers • Process & Partnerships • Build and maintain standard operating procedures, checklists, and quality control practices for the onboarding process • Serve as a primary point of contact for recordkeepers, advisors, and internal teams to resolve recurring issues and keep projects moving • Identify and implement improvements to processes, workflows, and technology as the business grows • Stay current on ERISA, IRS, and legislative changes affecting qualified retirement plans, translating updates into actionable guidance and training for the team
Benefits
• Workplace Perks – Incentive bonus programs, flexible hours, & more. • *Specific benefits and programs may vary by partner and position.
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