Jan 16, 2023

Conversions Consultant

  • Newport Group
  • Folsom, CA, USA
Full time Admin-Clerical Customer Service

Job Description

Newport Group is looking for a Conversion Consultant who will be responsible for leading the conversion of new clients to Newport Group and will orchestrate all aspects of new client integration, including but not limited to technical, communication plan and data/system initiatives. The Conversion Consultant will work closely with the client and internal resources to ensure a successful conversion.The Conversion Consultant is responsible for executing the conversion process for assigned accounts immediately after the sale and is responsible for delivery of commitments made during the sales process.  While working in a team environment, s/he will assume ownership for plan, data and conversion responsibilities. S/he will coordinate and facilitate reoccurring meetings with agendas and minutes and perform a review of all communication materials including drafting/editing of materials. S/he must be able to immediately identify and communicate issues (financial or service deliverables) that may impact the success of the transition and potential for exposure and risk to company and renegotiate targets if necessary. S/he will ensure receipt of signed funding documents, consult with clients, and attorneys on document related questions, and concerns. In addition, the Conversion Consultant will partner with Sales on new prospect situations by playing a lead role in team selling sales presentations. S/he will present the conversion process and administrative capabilities during finals and due diligence meetings and also educate prospective clients on operational issues including policies, procedures and system capabilities. Requirements:

  • Bachelor’s degree from an accredited university preferred.
  • 5 years’ experience or more  working in the retirement services sector with knowledge and experience in conversion/implementation.
  • Strong working knowledge of ERISA, DOL and IRS regulations, plan documents required and DST experience preferred. 
  • S/he must also have exceptional organization skills.
  • Strong attention to detail and a high degree of accuracy.
  • Strong written and oral communication skills.
  • The candidate must have effective time management skills.
  • Up to 10% travel.