Specialist, Implementation

Job Summary:

The Implementation Specialist on the Pathway DC Team is primarily responsible for facilitating the implementation of new clients into the Pathway DC solution. The Pathway DC team receives new opportunities from the Institutional Growth Team and this role serves as the primary point of contact between the clients and the recordkeepers throughout the onboarding process. The Implementation Specialist also assists with the transition of existing clients into the solution, as necessary.

Essential Duties and Responsibilities:

• Assist with converting referrals from Institutional Growth into clients as assigned by Director

• Serve as the primary contact for new clients and recordkeepers during the onboarding process

• Maintain and execute on project timelines for timely plan implementations and/or conversions

• Attend assigned recordkeeper and client meetings including welcome and/or launch calls, plan design calls, and any other necessary internal and team meetings

• Strive to exceed client expectations of the Pathway DC solution throughout the onboarding process

• Understand end-to-end onboarding workflow and proactively strive for efficiency and scalability

• Maintain a current understanding and compliance with Mariner policies and procedures

• Other duties as assigned

Required Education and Experience:

• 3-5 years of relevant professional experience

• Bachelor’s Degree from an accredited College or University

Skills:

• Ability to partner cross functionally across multiple business units

• Maintains a high level of professionalism and knowledge of the defined contribution industry, service providers, regulations and trends

• Collaborate effectively with all levels of the organization

• Works with a high degree of accuracy, organization, and detail orientation

• Excellent written and verbal communication skills

• Displays the ability to be flexible with multiple priorities and changing deadlines

  
  

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

EOE M/F/D/V