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7Mar

Senior Implementation Coordinator

Prudential Financial, Dubuque, IA

This listing has expired

This position is responsible for the tactical functions associated with on-boarding of new defined contribution, defined benefit, and non-qualified plans in addition to managing merger & acquisition activity and changes to plan and service offerings for existing clients. This role serves as the support, or sometimes point person/project manager, for internal resources as well as clients and intermediaries.

 

Responsibilities include but not limited to: 

·         Supports the Implementation Manager/Director in completing the Transition process for Defined Contribution, Defined Benefit and Non-Qualified plans.

·         Performs day-to-day tasks necessary to complete client engagement such as:

 

o   Preparing the conversion workbook for the transfer of plan assets to Prudential

o   Completion and accuracy of minutes for all internal and external client calls

o   Preparation of communications (i.e: regulatory notices, transition communications, etc.)

o   Prepare and coordinate delivery of enrollment materials

o   Completion and maintenance of internal transition toolkit

o   Complete ancillary system set up

o   Schedule employee education meetings

o   Coordinate the set up of participant brokerage accounts when applicable

o   Establish a timeline for each project and managing the execution of deliverables for both internal and external partners.

o   Utilizes internal checklists to complete tasks associated with the on-boarding or product adoption process  

  • May be assigned as primary contact on standard or basic activities
  • May be assigned as primary contact during peak periods  
  • Collaborate effectively across different teams to deliver a quality outcome to clients and their participants/members.
  • 3+ years of Defined Contribution, Retirement Industry, and/or Financial Services experience required
  • Proficient knowledge of Prudential Retirement Services product offering
  • Ability to establish and foster relationships with internal and external partners
  • Ability to work in a fast-paced, changing environment
  • Shows initiative and is results oriented
  • Ability to prioritize and work under tight deadlines
  • Strong attention to detail
  • Computer proficient with Microsoft Word, Excel, and PowerPoint
  • Knowledge of Prudential Retirement DC recordkeeping systems is a plus
  • FINRA Series 6 registration required or able to obtain within 120 days
  • Possess exceptional organizational and project management skills to ensure successful execution of assigned and/or delegated tasks
  • Must have strong communication skills to be able to influence and negotiate the right outcomes for clients and Prudential
  • Ability to successfully manage multiple projects simultaneously
  • Proven ability to execute tasks accurately and on-time
  • Has professional presence with a level of comfort interacting with associates at all levels of an organization (internal and external), including senior management
  • Can demonstrate strong technical expertise in areas of retirement plan design and system capabilities across all plan types
  • Has a passion for learning to facilitate continuous self, and team improvement
  • Possesses strong mentorship skills to direct and motivate individuals to encourage high standards of performance without formal authority
  • Fosters and actively contributes to a positive team working environment
  • Is a highly-motivated, self-starting person who takes pride in the quality outcome of their work
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Job Details

Req Num DC 0003F
ID 498754
Location
Dubuque, IA
Positions 1
Type
Employee
Status
Full Time
Pay --
Categories
Banking/Mortgage/Financial Services
Insurance
Benefits

Preferred Candidates

Years of Experience 2-5 Years
Education --

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