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Onboarding Manager
Strongpoint Partners. Lead, coach, and develop a team of Retirement Onboarding Specialists, including hiring, training, goal setting, and performance management .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing retirement plan onboarding processes, including compliance with ERISA and IRS regulations, while effectively leading and developing a team. Proficient in reviewing and drafting retirement plan documents and ensuring adherence to deadlines and quality standards.
Highest-signal resume keywords
Retirement Plan Document ReviewERISA ComplianceTeam Leadership401(k) Plan DesignOnboarding Process Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Plan DocumentsQualified Retirement PlansPlan AmendmentsCompliance TestingPlan OperationsProject ManagementPlan Design ConceptsDocument MappingPerformance ManagementGoal Setting
Soft Skills
Coaching SkillsWritten CommunicationVerbal CommunicationProblem-SolvingProactive Approach
Tools & Technologies
Onboarding SystemsWorkflow ToolsProject Management ToolsDocumentation Systems
Industry Keywords
ERISAIRS Regulations401(k) PlansTPA OperationsSummary Plan Descriptions
About the role
Key responsibilities & impact- Lead, coach, and develop a team of Retirement Onboarding Specialists, including hiring, training, goal setting, and performance management
- Assign and balance onboarding caseloads based on plan complexity, team capacity, and client deadlines
- Serve as escalation point for complex plan provisions, challenging conversions, and client or partner concerns
- Oversee onboarding for all new retirement plan clients and ensure milestones and deadlines are met
- Review plan document mapping, amendments, restatements, Summary Plan Descriptions, and related materials for accuracy and compliance
- Own onboarding systems, status reporting, and documentation, providing leadership visibility into pipeline, timelines, and team performance
- Lead plan provision and onboarding calls for complex or high-priority clients
- Advise clients and advisors on plan design options and next steps
- Guide the team on plan design improvements and solutions for unsupported recordkeeper provisions
- Build and maintain onboarding procedures, checklists, and quality control practices
- Coordinate with recordkeepers, advisors, and internal teams to resolve recurring issues
- Improve processes, workflows, and technology as the business grows
- Monitor ERISA, IRS, and legislative changes and translate updates into team guidance and training
- Perform other duties as assigned
Requirements
What you’ll need- 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, including the ability to explain complex retirement plan concepts to clients, advisors, and leadership
- Strong coaching skills and ability to provide clear, constructive feedback
- Sound judgment, proactive and solutions-oriented approach, and strong sense of ownership
- Experience building or scaling an onboarding, conversion, or implementation team preferred
- Experience with plan amendments, restatements, SPDs, and other compliance documents preferred
- Experience with 401(k) plan administration, including compliance testing and plan operations preferred
- Familiarity with retirement plan document and administration systems, workflow or project management tools preferred
Benefits
Comp & perks- Hybrid and remote options available for many roles
- Competitive paid time off, including flexible & unlimited options
- Support for ongoing learning and career development
- Health, dental, vision, life, and disability coverage
- Incentive bonus programs
- Flexible hours
- Inclusive environment valuing diversity, collaboration, and respect
- Specific benefits and programs may vary by partner and position