Retirement Onboarding & Conversions Manager
fis management servicesJacksonville, FL
Retirement Onboarding & Conversions Manager
L7
fis management servicesJacksonville, FLyesterday
Occupations
Personal Financial AdvisorsFinancial ManagersSecurities, Commodities, and Financial Services Sales AgentsIndustries
Pension FundsOther Management Consulting ServicesPortfolio Management and Investment AdviceFIS in Jacksonville, FL seeks an experienced leader to guide retirement client onboarding, implementation, and conversion efforts. You will lead a team, coordinate with Sales, Relationship Management, Product, Operations, Technology, Compliance, and Client Service to deliver seamless onboarding and successful client outcomes.
The role emphasizes governance, risk mitigation, and continuous improvement through metrics, coaching, and change management for new products and regulatory requirements.
Apply now
Level
ManagerL7
Location
Jacksonville, FL
Occupation
Personal Financial Advisors
Industry
Pension Funds
Posted
yesterday
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