Mutual of America Financial Group

Director, Client Conversion

New York, USA (Remote)

Mutual of America Financial Group Job Title: Director, Client Conversion Location: Remote Who We Are: At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their retirement savings goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future. Role Summary: The Director, Client Conversion is responsible for leading the successful onboarding, installation, and conversion of new, existing, and takeover retirement plans. This role ensures accurate plan setup, seamless data and payroll integration, regulatory compliance, and superior client experience throughout the transition process. The Implementation Manager serves as the primary liaison between internal stakeholders, external partners, and plan sponsors, ensuring all milestones are met with precision and professionalism. Responsibilities: Project Management Develop corporate strategy for plan onboarding. Lead end-to-end implementation and conversion projects, including defining timelines, coordinating deliverables, monitoring progress, and ensuring timely completion. Facilitate project meetings with internal teams and external partners. Track and communicate project status, risks, and dependencies. Coordinate transfer of assets, participant data mapping, investment mapping, and blackout period logistics. Client Onboarding & Relationship Management Serve as primary point of contact for plan sponsors, advisors, and partners. Guide clients through all steps of the onboarding and conversion process. Provide subject matter expertise on plan design, operations, and regulations. Ensure high-quality service measured through client satisfaction. Compliance, Documentation & Regulatory Oversight Ensure accurate and timely completion of plan documents, agreements, and compliance materials. Review prior plan data and testing documentation. Identify required plan corrections and coordinate resolution. System Configuration & Data Integration Supervise plan parameter collection and understand data integration capabilities for input into recordkeeping systems. Oversee test payroll feeds and troubleshoot data issues. Partner with technical teams to ensure smooth integration. Cross-Functional Collaboration Work closely with ERISA, data, payroll, sales, and relationship management teams. Support SOP improvements and onboarding process enhancements. Team Leadership Manage team tasks and workloads. Train and coach onboarding or conversion team members. Required Qualifications: Bachelor's degree or equivalent experience. 5-10 years of retirement plan implementation or administration experience. Strong understanding of plan design, ERISA, and recordkeeping. Excellent communication and project management skills. Proficiency with retirement systems and Microsoft Office. Preferred Qualifications: ASPPA or NAPA credentials or PMP certification. Experience with payroll integration, Salesforce, and workflow systems. Ability to manage multiple complex implementations. What we offer you: Competitive base salary Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions. Parental Leave: 8 weeks fully paid Paid time off: 20 days plus two floating personal holidays The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for annual bonus; whereby total compensation may exceed this range depending on individual and / or company performance. Base Salary Range: $106,800 - $160,200 Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.