Implementation Advisory Services Specialist

Grow your career with a growing organization

Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

As an Implementation Advisory Services Specialist, you will be responsible for the overall initial delivery of our advisory services products to our plan sponsors and participants. You'll provide direction to all the appropriate teams to set up new plans and ongoing plan changes.

What you will do:

• Serve primarily to ensure that plan sponsors' plans are setup is properly configured in EASY and that the appropriate setup are completed with our advisory service platforms

• Assure the reliability and consistency of production by following the standard quality control processes in place, these quality controls are a combination of checklists, reports, and series of approvals all of which are constantly in motion for improvement or being enhanced in support of new product features

• Participate in and/or coordinates conference calls and meetings to organize effort and assist internal teams with questions or issue resolution

• Proactively follow up on outstanding issues with internal functional areas as well as with external clients. Typical issues may be related to plan set-up, plan documents, contributions, loans, distributions, enrollment, coordination of plan-level contact or plan changes, product changes, fund adds/eliminations, forms customization or updates, and pricing changes/recoveries

• Work to identify and develops improved operational efficiencies

• Review and maintain the accuracy of procedure documentation

• Partner with Empower India resources to offshore tasks

What you will bring:

• Bachelors degree in a Business-related field or equivalent experience

• Five years of experience in the financial services industry

• Thorough knowledge of product, process, and quality assurance methodologies

• MS Office skills

• FINRA Series 65 permitted, but not required. Corporate established guidelines apply to permitted registrations

• FINRA fingerprinting required

What will set you apart:

• Ability to work on multiple assignments with multiple deadlines

• Works on significant and unique issues where analysis of situations or data requires an execution of intangibles

• Leads others to solve complex tasks or problems and advises functional areas with proposed solutions and best practices

• Resiliency to work through tough problems and provide recommendations for solutions or improvements

• Prioritizes, schedules and manages own projects with periodic reviews with manager to discuss and decide upon priorities, scope of analyses, finding and recommendations and other problem solving that may need additional resources

Location Note: The strong preference for this role is hybrid in Greenwood Village or Overland Park. Training will be onsite in the office, then will move to hybrid after training is complete. We may consider a remote associate with strong relevant experience.

• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance

• Retirement savings

• 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup

• Tuition reimbursement up to $5,250/year

• Business-casual environment that includes the option to wear jeans

• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year

• Paid volunteer time

• 16 hours per calendar year

• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$55,800.00 - $76,800.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

• For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*

Job Posting End Date at 12:01 am on:

06-28-2024

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