Transition Specialist

Who We Are: 

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com

****This role has the potential to work anywhere in the U.S.****

The Transition Specialist is responsible for project management during the conversion of a retirement plan client from one recordkeeping platform to another.  During this three-month process, the Transition Specialist will be the client’s primary contact for inquiries regarding the conversion, will participate in weekly timeline calls, and will be responsible for ensuring all best practices are followed throughout the process.  The Transition Specialist will work closely with the retirement client’s assigned Plan Advisor, and with the assigned conversion manager from the recordkeeping partner.

• Conversion project management
• Participate in weekly status calls
• Client relationship management during the conversion
• Develop transition participant communication plan
• Conduct participant education seminars, in person or via webinar, to explain the transition process.
• Ensure adherence to NFP transition best practices.

• At least 5 years’ experience working with defined contribution retirement plans
• Basic knowledge of investments
• Good understanding of retirement plan design & compliance requirements
• Must be customer-service oriented, and work well in a team environment
• Willingness and ability to learn on the job
• Very good organization skills
• Ability to work with computer databases and Microsoft Office Suite

• Series 6,63 & 65 or Series 7 & 66 are recommended, but not required
• Life & Health license is recommended, but not required.
• Retirement plan designation preferred, but not required.

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $57,000 to $92,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.