What are the responsibilities and job description for the Implementation Specialist position at 401GO?
Role: Implementation Specialist
Location: Sandy, UT (Hybrid)
Reports To: Director of Implementation
Job Type: Full-time
We are seeking a motivated and experienced Implementation Specialist to oversee and coordinate takeover plans in transition, coming from one provider, to 401GO. The ideal candidate will possess strong attention to detail, a collaborative spirit, and the ability to understand the transfer process and own the process of allocation of assets.
What You’ll Be Doing:
- Track plans that are indicated as “takeover” and follow them through a series of statuses in the conversion process.
- Follow up with plan sponsors, advisors and partners to ensure data is being received accurately.
- Develop and implement team goals and objectives in alignment with organizational strategies.
- Foster a positive and productive team environment through effective communication and collaboration.
- Work closely with Implementation Support personnel to ensure communication on plans is driving the process forward.
- Work with the dev team and other Implementation Specialists on allocating assets.
- Identify the needs of processes and give feedback to leadership.
- Track the final files from the prior provider and ensure an accurate allocation of assets.
- Ensure end of year reports and YTD data is accurately received.
- Encourage innovation and continuous improvement within the team.
What You Bring:
- Bachelor’s degree or equivalent experience.
- Must be employed in current role at least 1 year
- Proven ability to lead and motivate a diverse team.
- Strong problem-solving skills and the ability to think strategically.
- Excellent communication and interpersonal skills.
- Proficiency in applicable systems and processes.
- Ability to manage multiple tasks and projects simultaneously.
Why 401GO?
At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.
What We Offer
- A standout 401(k) plan (naturally!).
- Generous stock options—share in our growth and success.
- Flexible work environment—choose where you’re most productive.
- Excellent benefits, including medical, dental, and vision.
- Flexible hours—because great work doesn’t always happen 9–5.
- Plenty of PTO—we value work-life balance.
- A fully stocked kitchen when you’re in the office.
At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.
We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.