{"id":1908991,"url":"https://alion.io/job/strongpoint-partners-onboarding-manager-tfg","title":"Onboarding Manager, (TFG)","company":{"id":4456,"name":"Strongpoint Partners","domain":"strongpointpartners.com","url":"https://alion.io/company/strongpoint-partners","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":83,"open_postings":6,"ghost_share":0,"stale_share":0.667,"repost_share":0,"time_to_fill_p50_days":50,"computed_at":"2026-11-04T06:34:25Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"senior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":[],"countries":[],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":65000,"max":80000,"currency":"USD","period":"year","gross":null,"usd_annual":80000},"salary_estimate":null,"experience_years_min":7,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-05T12:08:57Z","employer_posted_date":"2026-10-07","last_verified_at":"2026-11-04T06:48:34Z","board_verified":true,"closed_at":null,"days_open":29,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":29},"description":"Who we are:\nStrongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpointoffers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com. \nPosition Overview\nThe Finway Group, a Strongpoint partner, is seeking a Retirement Onboarding Manager to lead a team of Retirement Onboarding Specialists and deliver a seamless experience for new retirement plan clients.\nIn this role, you will oversee the full plan onboarding process, from prior plan document review and provision mapping to recordkeeper coordination and final plan documentation. You will also coach and develop the specialists who manage this work every day.\nThe ideal candidate brings deep knowledge of qualified retirement plans and a proven track record of leading people. You set clear expectations, maintain a high bar for accuracy, and build processes that scale as the business grows-all while keeping the client experience at the center of the team’s work.\nPlease Note: This is a fully remote position for candidates located in the Eastern and Central time zones only. Due to the primary locations of our client teams, preference will be given to candidates in the Atlanta area who are able to work on a hybrid schedule.\nKey Responsibilities\nTeam Leadership\nLead, coach, and develop a team of Retirement Onboarding Specialists, including hiring, training, goal setting, and performance management\n\nAssign and balance onboarding caseloads based on plan complexity, team capacity, and client deadlines\n\nServe as the escalation point for complex plan provisions, challenging conversions, and client or partner concerns\n\nBuild a team culture centered on accountability, collaboration, accuracy, and continuous learning\n\nOnboarding Oversight\nOversee onboarding for all new retirement plan clients, ensuring key milestones and deadlines are met across the full book of business\n\nReview plan document mapping, amendments, restatements, Summary Plan Descriptions (SPDs), and related materials for accuracy and compliance before finalization\n\nOwn onboarding systems, status reporting, and documentation, and provide leadership with visibility into pipeline, timelines, and team performance\n\nLead plan provision and onboarding calls for complex or high-priority clients, advising clients and advisors on plan design options and next steps\n\nGuide the team on plan design improvements and solutions for provisions that may not be supported by recordkeepers\n\nProcess & Partnerships\nBuild and maintain standard operating procedures, checklists, and quality control practices for the onboarding process\n\nServe as a primary point of contact for recordkeepers, advisors, and internal teams to resolve recurring issues and keep projects moving\n\nIdentify and implement improvements to processes, workflows, and technology as the business grows\n\nStay current on ERISA, IRS, and legislative changes affecting qualified retirement plans, translating updates into actionable guidance and training for the team\n\nPerform other duties as assigned\n\nQualifications\n7+ years of experience working with retirement plan documents, qualified retirement plans, or TPA operations\n\n2+ years of experience supervising, managing, or leading a team\n\nExpert understanding of ERISA and IRS regulations governing qualified retirement plans\n\nExtensive experience reviewing, interpreting, and drafting retirement plan documents\n\nDeep understanding of 401(k) plan provisions and plan design concepts\n\nProven ability to manage multiple concurrent projects and deadlines across a team\n\nExcellent written and verbal communication skills, including the ability to explain complex retirement plan concepts to clients, advisors, and leadership\n\nStrong coaching skills and the ability to provide clear, constructive feedback\n\nSound judgment, a proactive and solutions-oriented approach, and a strong sense of ownership\n\nPreferred Qualifications\nExperience building or scaling an onboarding, conversion, or implementation team\n\nExperience with plan amendments, restatements, SPDs, and other compliance documents, including managing document restatement cycles\n\nExperience with 401(k) plan administration, including compliance testing and plan operations\n\nFamiliarity with retirement plan document and administration systems, as well as workflow or project management tools\n\nThe anticipated base salary range for this position is $65,000-$80,000 annually, depending on experience, qualifications, and other job-related factors.\nOur Value-Driven Employee Experience:\nFlexible Workplace - Hybrid and remote options available for many roles.\nFlexible PTO - Competitive paid time off, including flexible & unlimited options.\nInclusive Environment - A culture that values diversity, collaboration, and respect.\nGrowth Opportunities - Support for ongoing learning and career development.\nComprehensive Benefits - Health, dental, vision, life, and disability coverage.\n Workplace Perks - Incentive bonus programs, flexible hours, & more.\n**Specific benefits and programs may vary by partner and position.","description_format":"text","description_chars":5651,"description_truncated":false,"requirements":{"experience_years_min":7,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Continuous learning","Flexible schedule","Growth opportunities","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Payroll Services","Custody & Fund Administration"],"lifecycle":[{"event":"open","at":"2026-10-05T13:57:58Z"}],"visa":[],"liveness":{"score":76,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.847,"p_room":0.9,"age_days":29,"expected_fill_days":50,"reasons":["conf:4","win:mid"],"computed_at":"2026-11-04T06:34:25Z"},"pay":{"stated_usd_annual":80000,"is_top_pay":false},"html_url":"https://alion.io/job/strongpoint-partners-onboarding-manager-tfg","json_url":"https://alion.io/job/strongpoint-partners-onboarding-manager-tfg.json","meta":{"generated_at":"2026-11-04T06:55:17Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":10857,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-05T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4456},"rest":"https://alion.io/mcp/rest/get_company?id=4456"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fstrongpoint-partners-onboarding-manager-tfg"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fstrongpoint-partners-onboarding-manager-tfg"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fstrongpoint-partners-onboarding-manager-tfg"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/strongpoint-partners-onboarding-manager-tfg\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fstrongpoint-partners-onboarding-manager-tfg"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":1908991}},{"tool":"search_jobs","arguments":{"company":"strongpointpartners.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":1908991},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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