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FINRA Licensed Plan Implementation Specialist - Livonia Michigan
Company: VirtualVocations Location: Livonia, Michigan
Posted On: 01/25/2025
A company is looking for a Specialist, Plan Implementation to manage the implementation and conversion of retirement plans. Key Responsibilities: Oversees and manages the implementation/conversion of TPA and PPA New Business/Conversion Plans Coordinates the New Business/Conversion process with internal teams and stakeholders for successful transitions Acts as a subject matter resource and resolves complicated service and sales issues Required Qualifications, Training, and Education: Bachelor's degree preferred in business, marketing, finance, or related field, or equivalent work experience FINRA SIE & Series 6 licensure required 3 to 5 years of experience in pension design, administration, record keeping, or related financial services Basic knowledge of retirement plan funding platforms and ERISA fundamentals Participation in professional development programs such as ASPPA, CEBS, or NIPA is desirable More...
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