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RPS Conversion Consultant in Akron at Huntington

Date Posted: 8/9/2018

Job Snapshot

Job Description

The position is responsible for managing new plan conversions, deconversions and plan terminations for Retirement Plans including Defined Benefit and Custody plans. Will complete transfer of assets for new plans or plans leaving. Will work closely with Relationship Managers, recordkeeping partners, clients, and other colleagues to successfully transition new business and support existing clients. Qualified applicant will have exceptional communication skills enabling them to interact with various clients and management levels within and outside our firm.

Responsibilities include:

  • Primary contact for completion of all conversion related activity for the Independent Recordkeeper and/or Advisor
  • Completion of onboarding legal documents
  • Complete system set ups and databases prior to conversion completion
  • Lead correspondence and meetings with all internal and external clients and recordkeepers
  • Review of plan types and specifications to support business exception requests
  • Able to manage multiple conversions/deconversions including trust account set-up
  • Provide a Category of One Service Experience for internal and external clients
  • Adhere to all policies and controls
  • Complete OFAC/AML reviews
  • Manage all communications with the client concerning the plan. Deliver reports and testing. Answer day to day questions concerning the administration of the plan.

Basic Qualifications:
  • Bachelor's Degree
  • 5 or more years experience in RPS Plan Conversions
Preferred Qualifications:
  • Ability to travel
  • Able to lead client meetings
  • ASPPA designations or equivalent
  • Ability to analyze data, review contracts, and prepare legal documents

  • Experience using Relius, Addvantage desirable

  • Full understanding of ERISA/compliance of defined contribution and pension plans

EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Huntington does not accept solicitation from Third Party Recruiters for any position.
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