Onboarding Manager, (TFG)
The Onboarding Manager at Strongpoint Partners will lead a team of Retirement Onboarding Specialists, overseeing the entire onboarding process for new retirement plan clients. This role involves reviewing prior plan documents, mapping provisions, coordinating with recordkeepers, and finalizing plan documentation. The ideal candidate should possess extensive knowledge of qualified retirement plans and a proven track record in team leadership. This position is fully remote, with a preference for candidates in the Eastern and Central time zones, particularly those in the Atlanta area who can work on a hybrid schedule.
Key responsibilities include managing and developing the onboarding team, assigning and balancing caseloads, and serving as the escalation point for complex plan provisions and client concerns. The manager will also oversee the onboarding process for all new clients, ensuring milestones and deadlines are met, review plan documents for accuracy and compliance, and maintain onboarding systems and documentation. Additionally, the role involves leading plan provision and onboarding calls for complex clients and guiding the team on plan design improvements.
Candidates should have at least 7 years of experience with retirement plan documents or TPA operations, including 2 years in a supervisory or leadership role. An expert understanding of ERISA and IRS regulations governing qualified retirement plans is essential, along with extensive experience in reviewing, interpreting, and drafting retirement plan documents. A deep understanding of 401(k) plan provisions and plan design concepts is also required. Strong written and verbal communication skills, the ability to manage multiple projects and deadlines, and effective coaching skills are necessary.
The anticipated base salary for this position ranges from $65,000 to $80,000 annually, depending on experience and qualifications. Strongpoint Partners offers a comprehensive benefits package, including health, dental, vision, life, and disability coverage. Additional perks include flexible workplace options, flexible paid time off, an inclusive environment, growth opportunities, and workplace incentives.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement third-party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, the company offers a suite of services that prioritize accuracy, compliance, and reduction of regulatory risk for its clients. The culture emphasizes a passion for service and innovation, aiming to make retirement work for everyone.