Consultant Implementation - Core Gov (Retirement Plans)

Location: City of Taguig, Metro Manila, Philippines. Onsite.

Company

Financial services company focused on helping customers achieve financial freedom through retirement and financial solutions.

What you will do

• Lead the installation of standard and non-complex new transfer or start-up retirement plans, serving as the primary contact during the conversion process.
• Manage weekly calls with plan sponsors, financial advisors, third-party administrators, vendors, internal departments, and other stakeholders regarding timelines, open items, critical tasks, and project status.
• Explain service agreements, contracts, product features, and administrative responsibilities to plan sponsors, financial advisors, and third-party administrators.
• Review plan provisions for plans using internal compliance services to support accurate restatement of retirement plan documents.
• Coordinate payroll file and process integration and mapping between plan sponsors and hirify.global.
• Facilitate the transfer of plan assets and records through written and verbal communication with prior providers, client contacts, and internal departments.

Requirements

• 1–2 years of implementation, plan conversion, or related retirement plan operations experience.
• Proficient knowledge of IRS codes, including 401(k), 403(b), 401(a), and 457(b).
• Proficient knowledge of IRS and DOL reporting.
• Proficient knowledge of regulatory compliance and plan documents.
• Strong attention to detail.

Nice to have

• Bachelor’s degree in business or a related field.
• Excellent written and verbal communication skills.
• Excellent time management.

Culture & Benefits

• Flexible work environment and fluid career paths.
• Support for internal mobility, purpose, well-being, and work-life balance.
• Welcoming and inclusive workplace with opportunities to contribute to community volunteering.