Retirement Plan Transition Manager

PAYLOCITY CORPORATION • Town of Pittsford, NY

8h • Onsite

About The Position

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.

While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.

We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.
Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!

In-Office: This is a 100% in-office role based at our Rochester, NY. location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.

Position Overview

This role manages the transition of existing retirement plans from prior providers to Paylocity’s retirement services platform. The Transition Manager oversees asset transfers, plan mapping, and stakeholder coordination to ensure a seamless migration experience for clients.

Requirements

• Bachelor’s degree required
• Minimum of 2 years of experience in retirement plan conversions or transitions
• Familiarity with payroll systems and retirement plan recording keeping platforms.
• Strong understanding of plan structures, asset movement, and compliance testing
• Experience working with recordkeepers, custodians and financial institutions.
• Proficiency in Microsoft Office, with an emphasis on Excel
• Strong interpersonal verbal and written communication skills with a strong customer-focused mindset throughout the transition process.
• Strong project management skills and ability to manage multiple projects concurrently, effectively prioritizing tasks, managing timelines and ensuring deliverables are met.
• Strong attention to detail with strong analytical and problem-solving skills.

Nice To Haves

• Experience with OKA designation preferred.

Responsibilities

• Lead the transition process for clients moving existing retirement plans to Paylocity-supported platforms, ensuring all key milestones (i.e. data collection, plan review) are met.
• Validate plan documents, historical data, and compliance testing results.
• Manage timelines and dependencies across internal and external teams.
• Serve as an escalation point for transition-related issues and ensure timely resolution.
• Coordinate, document, and communicate transition milestones to clients and internal stakeholders.
• Prepare and deliver transition materials to service teams, ensuring the clients transition smoothly post-implementation support.
• Ensure all transition activities meet regulatory and operational standards.

Benefits

• We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances.
• And if it’s career development you desire, we provide that, too!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level