The next part of your journey is right around the corner — with The Standard.
A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?
This role is responsible for delivering an exceptional, customer-first onboarding experience for new clients and partners transitioning defined contribution plans to The Standard. You’ll oversee all installation activities, ensuring timely communication, coordination, and execution of deliverables throughout the implementation process. From paperwork and enrollment meetings to system training and technical support, you’ll guide clients through every step—setting them up for long-term success and a seamless handoff to the ongoing service team
You’ll collaborate closely with internal partners including Implementation Coordinators and Data Specialists to manage timelines, escalate risks, and ensure all milestones are met. This role also includes leading plan document and design reviews, training clients on systems like PlanNet, PRO, and PSC, and providing ongoing technical guidance.
Key Responsibilities
Oversee onboarding and installation of new business plans
Facilitate meetings, set agendas, and follow up on deliverables
Train clients on systems and provide technical support
Escalate risks and manage timelines with internal teams
Skills and Background You’ll Need
EDUCATION
Bachelor’s degree in a related field or equivalent combination of education and experience
EXPERIENCE
4–6 years in a client-facing role within defined contribution plan administration
Experience with plan implementation, document design, and retirement plan regulations.
Familiarity with various plan types, investment structures, and federal pension regulations
CERTIFICATIONS
ASPPA CPC, QKA, QPA or NIPA (APA, APR) preferred or in progress
Key Behaviors of a Successful Candidate
Integrity and accountability in client-facing interactions
Adaptability to shifting timelines and client needs
Strong collaboration across internal teams
Willingness to learn and grow technical expertise
Independence in managing multiple onboarding projects
We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:
A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
An annual incentive bonus plan
Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
A supportive, responsive management approach and opportunities for career growth and advancement
Paid parental leave and adoption/surrogacy assistance
An employee giving program that double matches your donations to eligible nonprofits and schools
In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.
Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.
The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.
Salary Range:
$76,250.00 - $111,500.00Positions will be posted for at least 5 days from original posting date.
Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant’s specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.
Top Skills
What We Do
StanCorp Financial Group, Inc., through its subsidiaries marketed as The Standard -- Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, StanCorp Mortgage Investors, StanCorp Investment Advisers, StanCorp Real Estate and StanCorp Equities -- is a leading provider of financial products and services. StanCorp's subsidiaries serve approximately 7.5 million customers nationwide as of June 30, 2011, with group and individual disability insurance, group life and accidental death and dismemberment insurance, group dental and group vision insurance, absence management services, retirement plans products and services, individual annuities and investment advice.
The Standard is a marketing name for StanCorp Financial Group, INC. and its subsidiaries. Insurance products are offered by Standard Insurance Company of Portland, Ore. in all states except New York, where insurance products are offered by The Standard Life Insurance Company of New York of White Plains, N.Y. Product features and availability by state and company, and are solely the responsibility of each subsidiary.
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