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Empower

Personalized financial guidance, savings, investing platform

Implementation Consultant - Core Gov

Project ManagementConfirmed live in the last 24 hours
Full-timeManila, Metro Manila, PhilippinesNo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in business or a related field is preferred.
  • At least 1 year of implementation, plan conversion, or related retirement plan operations work experience is required.
  • Proficient knowledge of Internal Revenue Service codes, including 401(k), 403(b), 401(a), and 457(b), is required.
  • Proficient knowledge of Internal Revenue Service and Department of Labor reporting is required.
  • Proficient regulatory compliance and plan document knowledge is required.
  • Strong attention to detail is required.

Responsibilities

  • Lead the successful installation of standard or non-complex new transfer or start-up retirement plan sales, acting as Empower's primary contact during the conversion process.
  • Conduct weekly conference calls for assigned sales and consult with client contacts, including plan sponsors, financial advisors, third-party administrators, relationship or client service managers, regional sales directors, prior providers, payroll vendors, and internal departments, regarding conversion timing, outstanding items, critical tasks, and project management.
  • Discuss service agreements, contracts, and product features with plan sponsors, financial advisors, and third-party administrators to support suitability and comprehension of administrative duties.
  • Review plan provisions with plans electing internal compliance services to ensure accurate restatement of retirement plan documents.
  • Coordinate integration and mapping of payroll files and methods between the plan sponsor and Empower.
  • Facilitate the transfer of plan assets and records through written and verbal communication with prior providers, client contacts, and internal departments.

Desired Qualifications

  • Excellent written and verbal communication skills.
  • Excellent time management.

About the Company

Empower

Personalized financial guidance, savings, investing platform

Empower is a financial services provider focused on helping people save, invest and receive advice. It serves both organizations and individuals, offering tools, guidance and support to reach financial goals. Its products work by giving users access to personalized financial advice and resources, combining advisory support with digital tools to manage accounts and investments. The company differentiates itself through its large, diverse client base (over 71,000 organizations and 17 million individuals) and its emphasis on trust, integrity and personalized guidance, aiming to deliver financial well-being at scale. Its goal is to empower financial freedom for all by delivering clear advice, tailored guidance and essential support throughout the financial journey.

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Flower Mound, TX
Founded
2014

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