Retirement Implementation Specialist

• Serve as primary point of contact for incoming advisor inquiries and prospective plan discussions
• Support advisors and internal teams throughout the sales and onboarding lifecycle (not a direct sales role)
• Develop strong relationships with advisors and plan sponsors through consistent, proactive communication
• Assist with plan design discussions, illustrations, and proposal support for:
  • 401(k) plans
  • Cross-tested plans
  • Cash balance / defined benefit plans

• Manage end-to-end onboarding of new retirement plans
• Prepare and coordinate service agreements and plan documentation (e.g., FT William)
• Coordinate with recordkeepers (e.g., Empower, Voya, Transamerica, Standard, etc.) to complete onboarding requirements
• Set up new plans in internal systems (e.g., PensionPro), including:
  • Contacts
  • Plan specifications
  • Investment information
• Facilitate client welcome calls to introduce processes, administration workflows, and systems access

• Provide ongoing support for internal teams (e.g., PCRs/CSMs) related to recordkeeper coordination and plan changes
• Assist with plan conversions, mergers, and acquisitions (e.g., combining plans after a business acquisition)
• Help reduce administrative burden by handling documentation and recordkeeper interactions
• Maintain accurate tracking of new business and onboarding pipeline data for reporting purposes

• Partner closely with:
  • Advisors and external partners
  • Client Service Managers (CSMs)
  • Pension/operations teams
• Ensure smooth handoff from onboarding to ongoing service teams
• Contribute to improving onboarding processes and advisor experience

• Strong communication and relationship-building skills (phone-based and client-facing)
• Highly organized with ability to manage multiple onboarding projects simultaneously
• Comfortable working in a fast-paced, client-facing environment
• Ability to learn complex plan structures and operational processes

• Strong interpersonal presence and confidence engaging with advisors and clients
• Willingness to take initiative and “own” processes end-to-end
• Intellectual curiosity and ability to learn plan design concepts quickly
• A service-oriented mindset with attention to detail

• Experience in retirement plans, pension administration, or financial services
• Familiarity with:
  • PensionPro
  • FT William
• Prior experience in a client-facing or advisor-support role (e.g., internal wholesaler, account support, implementation support)

• Impact: Play a pivotal role in supporting employers and employees nationwide.
• Growth: Advance your skills with a team committed to excellence and innovation.
• Culture: Join a company that values collaboration, innovation, and customer-first solutions.

• Competitive Salary Range: $75,000-$100,000
• Generous health benefits
• Company sponsored wellness benefits
•  Complimentary Life Insurance and Long-Term Disability Insurance
• Paid time off
• 6 Paid Holidays & 2 Paid Floating Holidays
• Work from home and hybrid schedules available!

Please visit our career page and apply directly: www.naviabenefits.com/workatnavia

Not all positions allow for remote work, but those that do will only be available in the following states: AZ, CO, FL, GA, IL, IN, KS, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, PA, SD, TN, TX, UT.