Manager, Onboarding Financial Security

Description

Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

 

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

 

 

Job Summary

Are you ready to make a meaningful impact in a new and exciting role? As the Manager of New Client Onboarding, you will be responsible for managing the experience delivered to all new retirement partners through our dedicated Onboarding Specialists. You will leverage your project management skills, employee benefits knowledge, and leadership expertise to promote a streamlined, best-in-class process that welcomes our ministry partners to GuideStone and sets them up for long-term success. Join us in creating an exceptional onboarding journey that not only meets but exceeds our clients’ expectations.

We are looking for a dynamic leader with experience building programs and an entrepreneurial attitude. A passion for delivering exceptional customer service is essential, along with strong communication skills and the ability to work collaboratively with cross-functional teams. If you thrive in a fast-paced environment and are committed to enhancing client experiences, we want to hear from you!

 

What You'll Do

• Lead the New Client Onboarding program, ensuring a seamless transition for all new clients.

• Develop and implement onboarding strategies that align with organizational goals and promote client satisfaction.

• Collaborate with cross-functional teams, including compliance and operations, to enhance the onboarding experience.

• Provide training, coaching, and mentorship to onboarding staff, fostering a culture of excellence.

• Monitor onboarding metrics, analyze client feedback, and continuously refine the onboarding process.

• Act as the primary point of contact for new clients throughout their onboarding journey
   

What You'll Need

• Bachelor’s degree in Business Administration or equivalent work experience.

• Up to 5% travel annually.

• Substantive knowledge of the employee benefits field, including legal and tax aspects of 403(b), 457(b), 401(a), and 409A plans commonly used by denominational organizations.

• Excellent communication skills, including strong written and presentation abilities.

• 1-2 years of experience managing multiple concurrent projects.

• 3-5 years of experience managing a team or cross-functional teams.

• Ability to demonstrate internal diplomacy and influencing skills with sales, service, and internal stakeholders.

• A strong desire to train, coach, and mentor others.

• High degree of interpersonal skills and effective persuasion capabilities.

• Strong technical aptitude with proficiency in Microsoft Word, Excel, PowerPoint, Dynamics and/or PowerBI