🧾 About the Role
Definiti is hiring an experienced Implementation Consultant to guide new retirement plan sponsors through a seamless onboarding process. You’ll be a subject matter expert supporting sales, document, and service teams while ensuring each plan is built accurately and compliantly. This is a key opportunity to play a direct role in shaping retirement futures—while working remotely on a collaborative, mission-driven team.
✅ Position Highlights
• $ Based on experience
• Full-time
• Fully remote (U.S. only)
• 401(k) with match, flexible PTO, paid parental leave, and more
📋 What You’ll Own
• Review and confirm plan design info from sales handoff
• Prepare defined contribution plan illustrations and assist with DB/Cash Balance clarifications
• Lead plan design calls with new clients, clearly explaining features and compliance
• Partner with implementation specialists to ensure plan document accuracy and understanding
• Identify compliance issues and communicate solutions to clients and advisors
• Serve as a subject matter expert for the implementation team
• Ensure complete data transfer and prepare plan for transition to ongoing service team
🎯 Must-Have Traits
• 5+ years of compliance and full-cycle retirement plan administration
• Direct client service and plan implementation/conversion experience
• Strong project management and communication skills
• Experience with Pension Pro, ASC, and Microsoft Office
• ASPPA, NIPA, or CEBS certifications (preferred)
• High school diploma or GED required; bachelor’s degree preferred
💻 Remote Requirements
• High-speed, reliable internet
• Quiet, distraction-free home workspace
• Familiarity with Microsoft Teams and SharePoint
• Availability during business hours in your time zone
💡 Why It’s a Win for Remote Job Seekers
• Fully virtual-first company with a supportive, growth-oriented culture
• Direct impact on client success and retirement readiness
• Comprehensive benefits and trust-based PTO structure
• Bonus potential and career development opportunities
✍️ Call to Action
Ready to lead new clients into secure financial futures? Apply now to join Definiti as an Implementation Consultant and help define what’s next in retirement plan services.