Implementation Manager (Stock Plan Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Implementation Manager (Stock Plan Services): Leading clients through the onboarding process for stock plan offerings with an accent on project coordination, stakeholder management, and process documentation. Focus on ensuring a seamless transition from sales to support, managing project timelines, and delivering a high-quality client experience.
Location: Must be authorized to work in the U.S. (Remote - Nationwide)
Salary: $96,100 – $135,700
Company
is a financial services company dedicated to helping customers achieve financial freedom through flexible work environments and inclusive career growth.
What you will do
- Develop and maintain client implementation project timelines and workplans.
- Lead new client implementation meetings and manage cross-functional team coordination.
- Oversee task assignment and prioritization for the implementation team.
- Build and deliver client communications for go-live processes.
- Coordinate with third-party brokers and administrators for shared client implementations.
- Transition new clients from the implementation phase to ongoing support.
Requirements
- Must be authorized to work for any employer in the U.S. (No visa sponsorship available).
- 5–8 years of experience leading client onboarding or implementation projects in professional or financial services.
- Strong project management and organizational skills with the ability to manage multiple concurrent implementations.
- Demonstrated ability to lead cross-functional teams and delegate tasks effectively.
- Excellent written and verbal communication skills, including client-facing presentation experience.
- Reliable high-speed internet with a wired connection for remote work.
Culture & Benefits
- Comprehensive medical, dental, vision, and life insurance.
- 401(k) plan with company matching up to 6%.
- Generous paid time off, including 10 company holidays and 3 floating holidays.
- Tuition reimbursement up to $5,250 per year.
- Paid parental leave and disability programs.
- 16 hours of paid volunteer time per calendar year.
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