Onboarding Manager, (TFG)

The posting, as Strongpoint Partners wrote it

Who we are

Strongpoint 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, Strongpoint offers 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 .

Position Overview

The 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.

In 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.

The 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.

Please 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.

Key Responsibilities

Team Leadership

Lead, coach, and develop a team of Retirement Onboarding Specialists, including hiring, training, goal setting, and performance management

Assign and balance onboarding caseloads based on plan complexity, team capacity, and client deadlines

Serve as the escalation point for complex plan provisions, challenging conversions, and client or partner concerns

Build a team culture centered on accountability, collaboration, accuracy, and continuous learning

Onboarding Oversight

Oversee onboarding for all new retirement plan clients, ensuring key milestones and deadlines are met across the full book of business

Review plan document mapping, amendments, restatements, Summary Plan Descriptions (SPDs), and related materials for accuracy and compliance before finalization

Own onboarding systems, status reporting, and documentation, and provide leadership with visibility into pipeline, timelines, and team performance

Lead plan provision and onboarding calls for complex or high-priority clients, advising clients and advisors on plan design options and next steps

Guide the team on plan desig
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documents, qualified retirement plans, or TPA operations

2+ years of experience supervising, managing, or leading a team

Expert understanding of ERISA and IRS regulations governing qualified retirement plans

Extensive experience reviewing, interpreting, and drafting retirement plan documents

Deep understanding of 401(k) plan provisions and plan design concepts

Proven ability to manage multiple concurrent projects and deadlines across a team

Excellent written and verbal communication skills, including the ability to explain complex retirement plan concepts to clients, advisors, and leadership

Strong coaching skills and the ability to provide clear, constructive feedback

Sound judgment, a proactive and solutions-oriented approach, and a strong sense of ownership

Preferred Qualifications

Experience building or scaling an onboarding, conversion, or implementation team

Experience with plan amendments, restatements, SPDs, and other compliance documents, including managing document restatement cycles

Experience with 401(k) plan administration, including compliance testing and plan operations

Familiarity with retirement plan document and administration systems, as well as workflow or project management tools

The anticipated base salary range for this position is $65,000–$80,000 annually , depending on experience, qualifications, and other job-related factors.

Our Value-Driven Employee Experience

• Flexible Workplace – Hybrid and remote options available for many roles.
• Flexible PTO – Competitive paid time off, including flexible & unlimited options.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Growth Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
• Workplace Perks – Incentive bonus programs, flexible hours, & more.

**Specific benefits and programs may vary by partner and position.