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Job Details

Locations
CT - Glastonbury, Remote- Central Time Zone, Remote- Eastern Time Zone
Job ID
32425

Description and Requirements

About the Role:

The New Business Transition Specialist leads the implementation and transition of new retirement plan clients for USI Retirement, ensuring a smooth, accurate, and timely onboarding experience. In this role, you will be the primary point of coordination and consultation across clients, recordkeepers, and internal teams. You will guide implementation strategy, manage project milestones, resolve operational challenges, and facilitate the successful transition from sales to ongoing service.

What You'll Do:

  • Lead end-to-end implementation and conversion activities for new retirement plan clients, including 401(k), 403(b), and other qualified plans; guide the transition strategy and ensure successful onboarding from sales to service.
  • Manage implementation timelines, priorities, and project milestones, proactively identifying risks or delays and escalating as needed.
  • Coordinate and oversee plan setup activities with recordkeepers, payroll providers, and internal teams; ensure alignment with plan requirements and implementation goals.
  • Serve as the primary liaison across Sales, Relationship Management, Compliance, and Operations teams.
  • Drive consultative onboarding meetings to review plan design, establish project expectations, and provide guidance regarding timelines, processes, and participant transition activities.
  • Partner with compliance and operations teams to ensure plan documents and provisions are aligned.
  • Monitor data integrity and resolve discrepancies throughout implementation.
  • Educate plan sponsors on plan operations, timelines, and responsibilities.
  • Maintain implementation tracking and support consistent use of workflows and best practices.
  • Identify opportunities to enhance implementation processes, recommend improvements, and support the development of standardized tools and best practices.

What We're Looking For:

  • 3–5 years of experience in retirement plan administration, implementation, or operations.
  • Comprehensive knowledge of qualified retirement plans (e.g., ERISA, 401(k), compliance basics).
  • Familiarity with plan documents, conversions, and payroll integration processes.
  • Ability to manage multiple implementations simultaneously.
  • Exceptional organizational and project management skills with attention to detail.
  • Ability to build trust-based relationships and collaborate effectively with diverse stakeholders.
  • Strong consultative and relationship management skills with the ability to influence outcomes and coordinate activities across multiple stakeholders.

Why USI?
USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”). To learn more, visit usicg.com or follow us on LinkedIn. 

Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition 
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. 

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace
Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.


Nationally Recognized as a Top Insurance Employer

  • Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
  • Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). 
  • Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.


Annual Salary Range is $60,000 - $70,000, including potential compensation incentives