Retirement Onboarding & Conversions Manager
fis management servicesJacksonville, FL
Retirement Onboarding & Conversions Manager
fis management servicesJacksonville, FL
yesterday
Occupations
Personal Financial AdvisorsFinancial ManagersSecurities, Commodities, and Financial Services Sales AgentsIndustries
Pension FundsOther Management Consulting ServicesPortfolio Management and Investment AdviceAbout the role
FIS 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.
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JOB OVERVIEW
Experience level
Manager
Location
Jacksonville, FL
Occupation
Personal Financial Advisors
Industry
Pension Funds
Posted
yesterday
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