Onboarding Manager, (TFG)

The role

You will lead a team of Retirement Onboarding Specialists to deliver a seamless experience for new retirement plan clients. You will oversee the full plan onboarding process and coach specialists on plan document review, provision mapping, and recordkeeper coordination.

What you will do

• Lead, coach, and develop a team of Retirement Onboarding Specialists
• Assign and balance onboarding caseloads
• Serve as the escalation point for complex plan provisions and client concerns
• Oversee onboarding for all new retirement plan clients
• Review plan document mapping, amendments, restatements, and SPDs
• Own onboarding systems, status reporting, and documentation
• Lead plan provision and onboarding calls for complex or high-priority clients
• Build and maintain standard operating procedures and quality control practices
• Serve as a primary point of contact for recordkeepers, advisors, and internal teams
• Identify and implement improvements to processes, workflows, and technology

Required qualifications

• 7+ years of experience working with retirement plan documents, qualified retirement plans, or TPA operations
• 2+ years of experience supervising, managing, or leading a team
• Expert understanding of ERISA and IRS regulations governing qualified retirement plans
• Extensive experience reviewing, interpreting, and drafting retirement plan documents
• Deep understanding of 401(k) plan provisions and plan design concepts
• Proven ability to manage multiple concurrent projects and deadlines across a team
• Excellent written and verbal communication skills
• Strong coaching skills
• Sound judgment, a proactive and solutions-oriented approach, and a strong sense of ownership

Nice to have

• Experience building or scaling an onboarding, conversion, or implementation team
• Experience with plan amendments, restatements, SPDs, and other compliance documents, including managing document restatement cycles
• Experience with 401(k) plan administration, including compliance testing and plan operations
• Familiarity with retirement plan document and administration systems, as well as workflow or project management tools

Benefits

• Flexible Workplace – Hybrid and remote options available for many roles
• Flexible PTO – Competitive paid time off, including flexible & unlimited options
• Inclusive Environment – A culture that values diversity, collaboration, and respect
• Growth Opportunities – Support for ongoing learning and career development
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage
• Workplace Perks – Incentive bonus programs, flexible hours, & more

About the company

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. The Finway Group is a Strongpoint partner.