Definiti | Helping Clients Define What’s Possible in Retirement.
🧾 About the Role
Definiti is seeking an Implementation Consultant to guide new clients through the onboarding of retirement plans. This full-time remote role blends technical knowledge, clear communication, and compliance expertise. You’ll serve as a subject matter expert, partnering with sales, legal, and service teams to ensure seamless transitions for clients. If you thrive in fast-paced environments, love simplifying complex information, and value meaningful work—this is your lane.
✅ Position Highlights
• Full-Time | 100% Remote (U.S. based)
• $ – Competitive salary (DOE)
• Bonus plan eligibility
• 401(k) with 4% match
• Flexible PTO + 10 paid holidays + 2 floating holidays
• Paid parental leave
• Medical, dental, vision (Definiti-subsidized)
• Company-paid life insurance & short-term disability
📋 What You’ll Own
• Explain retirement plan designs and compliance issues to new clients
• Review proposals, ensure plan info accuracy, and support document prep
• Coordinate and lead plan design calls with sponsors and partners
• Assist with document delivery and clarify plan provisions
• Provide risk and compliance guidance during onboarding
• Review data before transition to ongoing consultants
• Act as a technical expert on the New Business Implementation team
• Stay up to date on retirement regulations and industry best practices
🎯 Must-Have Traits
• Strong communication and client-facing skills
• Detail-oriented, organized, and calm under pressure
• Confident handling concurrent projects
• Comfortable guiding partners and sponsors through complex systems
• Strategic thinker with compliance judgment
📘 Required Experience
• High school diploma or GED required (Bachelor’s degree preferred)
• 5+ years of retirement plan compliance and administration required
• Retirement plan implementation or conversion experience strongly preferred
• Experience with Pension Pro, ASC, Microsoft Outlook, Word, and Excel
• ASPPA, NIPA, or CEBS certifications a plus
💻 Remote Requirements
• Reliable high-speed internet and quiet, distraction-free workspace
• Fluent in Microsoft Teams and SharePoint
• Comfortable collaborating through video calls, shared files, and group chats
• Available during standard business hours in your local time zone
💡 Why It’s a Win for Remote Job Seekers
• Remote-first company with structure and support
• You’ll be the go-to expert in a mission-driven team
• Empowered to lead plan design discussions and deliver high-touch service
• Work with purpose: help clients secure their retirement futures
✍️ Call to Action
If you’re a compliance-minded pro who loves helping clients make sense of retirement plan complexities—apply now. At Definiti, you’ll help shape futures while growing your own.