Plan Installation Manager

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Job Description

July Business Services (JULY) is seeking an individual for Installation Manager. In this role, you will enjoy the unique challenge of proactively guiding new clients through the installation process while providing friendly service and setting the stage for a long-term relationship with JULY. As you gain experience and demonstrate excellence, you will have the opportunity for additional career opportunities at JULY based on your personal strengths and interests.

The Gig

• Serve as the primary point of contact and project manager for new retirement plan clients and advisors
• Educate plan sponsors of plan highlights and new operational processes with JULY
• Respond to plan sponsor and advisor questions related to plan setup in a timely manner
• Ensure advisors and plan sponsors receive regular updates regarding the status of their plan setup
• Assist plan sponsors and advisors with creating a plan installation timeline and ensure JULY systems are setup to receive assets on schedule
• Work with TPAs and Recordkeepers to convert existing plans to the JULY Recordkeeping platform
• Perform payroll upload training to the JULY Recordkeeping website and serve as a resource for troubleshooting
• Communicate the availability of plan documents, notices, and other compliance related items to plan sponsors and advisors
• Prioritize, research and resolve client questions related to technology, plan operation, compliance and other matters
• Coordinate with other team members as required for support on recordkeeping, plan conversions and plan administration
• Maintain documentation on client projects and responses within JULYs CRM software tool
• Maintain knowledge regarding industry trends and legislative/regulatory requirements and changes
• Ad hoc projects and tasks as assigned
  
  

Our Needs

• 3 Years Retirement Plan Experience
• A basic understanding of the retirement plan setup process
• Ability to explain complex compliance items in a clear and understandable manner
• Professional and concise verbal, non-verbal, and written communication skills
• Strong attention to detail and sense of urgency
• Builder of collaborative rapport with stellar interpersonal and relationship management skills
• Exceptionally organized individual who juggles multiple projects with minimal oversight
• Self-starting, resourceful, solution seeker who works well independently
• Can do, client focused attitude who thrives on accountability, credibility, and trustworthiness
• Team player with willingness to do no matter how small or large the task
• Positive attitude
  
  

Our Wants

• Bachelor’s Degree
• ASPPA Certification —or must be willing to work towards ASPPA credentials
• Desire to deliver the best internal and external client service possible
• Dedicated employee who finds enjoyment in service with a smile
• Ability to handle difficult conversations in a positive and professional manner
  
  

Our Values

• Build a winning culture
• Pursue excellence
• Deliver WOW service
• Foster strong relationships
• Have a servant’s heart
• Drive innovation
  
  

We know that if we live our values, we will serve our mission of transforming small business retirement plans through innovation, expertise, and service and achieve our vision of enriching lives by shaping the future of retirement.

Our Benefits

• 401(k) Plan with fully vested 5% employer match
• Company pays 100% of employee health insurance
• Generous Paid Time Off
• Ability to work remotely
  
  

About JULY

JULY is a growing financial technology retirement plan services company that partners with institutions and financial advisors to design and implement successful retirement plan strategies. We combine innovation and technology with hands on service to make retirement plans easy for our clients including 7,000 small and mid-sized employers, representing 150,000 plan participants.

In addition to our Waco, TX headquarters, we support a thriving virtual workforce. Our unmatched, value driven environment promotes talent development and career growth with competitive salaries and generous benefits, resulting in a people centric employee experience. Together, we will shape the future of retirement for JULY’s team, clients, partners, and plan participants.

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