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Transition Manager I
- Type:
- Full Time
- Location(s):
- Frisco, TX 75034, United States
- 8500 Andrew Carnegie Boulevard, Charlotte, NC 28262, United States
- 3965 Dallas Parkway, Frisco, TX 75034, United States
- Date Posted:
- Salary:
- Base Pay Range: $63,800/yr. - $93,000/yr.
- Job Posting End Date:
- 2025-05-06-07:00
- Job ID:
- R250300362
The Retirement Transition Manager I (TM I) is responsible for the comprehensive coordination of all platform transition services for retirement plan clients. The Retirement Transition Manager I is the primary interface with clients when their plan services are undergoing changes. Working under limited supervision, this job is ultimately responsible for the success of each transition including overall service delivery, project management, and oversight throughout the various conversions of the retirement plans.
Key Responsibilities and Duties
- Leads smaller implementation projects for institutional retirement plan clients with high quality outcomes.
- Handles client relationships, creates project plans and ensures on-time delivery, provides status updates and partners with cross-functional teams to deliver institutional offers.
- Engages with and partners with appropriate resources in a highly-matrixed environment.
- Identifies, escalates, and resolves risks or issues for moderately complex implementations.
- Addresses client and/or business partners transition challenges, questions and concerns.
- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- SRC Indicator: Series 6 or 7
- Physical Requirements: Sedentary Work
Career Level
7IC
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