Implementation Partner Consultant - Remote Eligible

Implementation Partner Consultant

The Role at a Glance: We are excited to bring on an Implementation Partner Consultant to join our Retirement Plan Services organization supporting Workplace Solutions in a work from home environment.

What You'll Be Doing: You will develop, maintain and execute complex implementation plans which ensure that the clients' overall service needs are satisfied and achieve the business, profitability and retention objectives. You will collaborate with external customers and internal teams to develop strong implementation plans through proactive and reactive customer interactions. In addition, you will build, enhance and maintain relationships with contacts at client organizations, ensuring clients' overall service requirements are satisfied. You will advocate on the customer's behalf to influence the direction of key projects and initiatives. You will develop, execute and/or collaborate with internal partners to develop proactive, creative and ongoing more complex client contact initiatives. You will identify clients with risk of retention and notify management. You will provide information, education, training and consult on processes, procedures, products and services. You will serve as a resource to internal stakeholders on more complex implementation solutions which optimize client requirements and achieve desired business results. You will maintain knowledge on current and emerging developments/trends, assess the impact and collaborate with management to incorporate new trends and developments in current and future solutions. You will champion and enhance organizational initiatives by positively influencing and supporting change management and other initiatives across the retirement plan organization. You will identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality.

What We're Looking For: Must-have experience (Required): 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's). 3 – 5+ Years of experience in relationship management that directly aligns with the specific responsibilities for this position. Demonstrated ability to express ideas clearly and concisely (both orally and in written form) through presentations. Demonstrated skills in the areas of organization, negotiation, persuasion, presentation, and problem solving. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Nice-to-have Experience (Preferred): Retirement plan administration/operations experience desired; Alliance product preferred. FINRA Series 6 license. Strong analytical and problem-solving skills. Ability to be consultative with internal/external stakeholders of all levels. Demonstrated strong relationship management skills; proven ability to develop collaborative approaches. Project management experience. Travel Requirements Up to 20%.

Application Deadline: Applications for this position will be accepted through October 31, 2025, subject to earlier closure due to applicant volume.