Onboarding Consultant

Onboarding Consultant – FuturePlan (Ascensus) Onboard and launch retirement plans for advisors and plan sponsors across the United States. Own the end‑to‑end process from sales to go‑live, ensuring a “Day 1” experience. Key Responsibilities Design validation, data collection, asset conversion oversight, and account setup with precision and compliance. Serve as primary point of contact for clients and advisors throughout the onboarding lifecycle. Maintain proactive communication with internal departments (Sales, Onboarding Management, Service) through workflow updates and status reporting. Deliver client training and support to facilitate timely completion of client responsibilities and resolve issues promptly. Monitor internal task completion to ensure deadlines are met and dependencies are managed effectively. Champion continuous improvement by identifying opportunities to streamline processes, reduce risk, and elevate client satisfaction. Qualifications Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience. 1–3 years of industry experience in financial services or retirement services; 2+ years with Datair or a similar system preferred. Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and basic knowledge of ERISA, DOL and IRS regulations. Excellent presentation, written and oral communication, and client service skills. Strong analytical and problem‑solving abilities with attention to detail and a “Day 1” mindset. Benefits and Compensation Base salary range: $50,000 – $70,000 per year. 401(k) match, Medical, Dental, Vision, Paid‑Time‑Off. Remote work with required 25 Mbps internet speed; full‑time, Mid‑Senior level. #J-18808-Ljbffr Ascensus