Tech Stack
Job Description, Responsibilities & Requirements
About the Position
Job ID R.0058225
Primary location
City of Taguig, Metro Manila
Date posted 06/09/2026
Worker type Regular
Workplace flexibility Onsite
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
Responsibilities
- Responsible for the successful installation of standard/non-complex new transfer or start-up retirement plan sales.
- Acts as the primary contact for Empower during the conversion process.
- Perform weekly conference calls on assigned sales and consults with various client contacts including plan sponsors, financial advisors, third party administrators, relationship/client service managers, regional sales directors, prior providers, payroll vendors, and various internal departments with respect to the timing of conversion, outstanding items, critical tasks, and overall project management.
- Discusses service agreements, contracts, and product features with plan sponsors, financial advisors, and third-party administrators for suitability and comprehension of administrative duties.
- Review plan provisions with plans electing internal compliance services to ensure accurate restatement of retirement plan documents.
- Coordinates the integration and mapping of payroll files/methods with the plan sponsor to Empower.
- Facilitate the transfer of plan assets and records through written and verbal communication with prior providers, client contacts, and various internal departments.
- Maintain established internal deadlines and timelines associated with transfer and start-up plan activity.
- Produce quality work on assigned sales through various quality assurance measures.
- Follow established procedures designed to minimize market risks and gain/loss situations.
- Transition plans timely from blackout release to the ongoing client service manager.
- Must be willing to work extended hours and overtime during peak seasons or high volume.
- Other duties and projects as assigned.
Requirements
- Bachelor's Degree in Business or related field preferred.
- 1-2 years Implementation or related work experience.
- Proficient knowledge of various IRS codes; 457, 401(k), 403(b), 401(a), etc.
- Proficient knowledge of IRS/DOL reporting knowledge.
- Proficient regulatory compliance and plan document knowledge.
- Excellent written and verbal communication skills.
- Strong attention to detail required.
- Excellent time management.
- Moderate level of autonomy and degree of decision making and escalates high impact decisions to management while using general instructions to perform assigned tasks.
- Performs review of participant conversion data and activity to prevent risk of loss due to errors.
- Develops working relationships with peers and management.
- Interacts with a wide audience, including plan sponsors, financial advisors, third party administrators, relationship/client service managers, regional sales directors, prior providers, payroll vendors, and various internal departments.
We Offer
- Competitive salary
- Opportunity for career growth and internal mobility
- Flexible work environment
- Comprehensive benefits package
- Inclusive and welcoming work culture
- Professional development opportunities
About the Company
Like our name says, we empower financial freedom for all. We’re a financial services company who helps individuals and organizations of all sizes have a clear and simple understanding of where their finances are today and where they’re headed.
Learn more about our mission and values.
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