Sr. Retirement Plan Implementation Specialist - PA206_IMP_Q2_R001

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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