Job Description
Skill required: Retirement Solutions - New Business Processing
Designation: Delivery Operations Team Lead
Qualifications:Any Graduation
Years of Experience:10 to 12 years
About Accenture
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the world's largest network of Advanced Technology and Intelligent Operations centers. Our 784,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
What would you do Plan and execute deconversion projects for DB and DC plans, including plan and contract terminations Develop and manage project plans using Salesforce templates, including timelines, dependencies, and milestones Build and execute schedules and communication plans aligned to termination requirements Review and align project plans with Client Plan Sponsors, TPAs, Payroll Providers, and internal partners Act as a central point of coordination for deconversion-related communications and approvals Proactively manage the shared team inbox, ensuring timely, accurate responses to internal and external inquiries Manage participant and plan data throughout the deconversion lifecycle, including census, contributions, beneficiaries, loans, and vesting Perform census reviews and coordinate data requests with BPASS and plan sponsors following deconversion notifications Conduct final data reconciliation covering participant balances, plan assets, liabilities, loans, and vesting Coordinate asset transfer, annuitization, or liquidation activities to support participant payouts per plan terms Ensure accuracy and completeness of data prior to asset movement and final disbursements Provide periodic project status reporting, including milestones achieved, risks, mitigation plans, and action items Maintain documentation, audit trails, and adherence to regulatory and internal control standards Support plan setup and employee record configuration once plan service agreements and documentation are executed Partner closely with relationship management, account management, and internal teams to ensure seamless transitions and sustained operational stability. Mentor and manage a team of analysts and specialists, promoting accountability, continuous improvement, and operational excellence.
What are we looking for Functional expertise in U.S. retirement plans, including both Defined Contribution (DC) , Defined Benefit (DB) schemes and IRA (Group Plan IRAs, SEP). Proven ability to manage end-to-end plan and participant level service delivery, lead high-performing teams, and drive operational improvements. In-depth experience in de-conversion, managing participant data, asset disposition, stakeholder coordination, and final reconciliation activities to ensure accurate, compliant, and timely plan and contract terminations. Hands on with developing process documentation (SOP), capturing exceptions, process flow, process maps, and NIGO rules. Subject Matter Expert/ Trainer with 5+ years of experience in remote transitions, developing quality checklists, performing RCA, and developing action plans to improve quality performance. Mandatory experience in 401(k) and/or 403(b) plan administration Excellent verbal and written communication skills; Inbound and Outbound voice support experience required . Experience in project management, data reconciliation, and stakeholder coordination Proficiency with Salesforce or similar project tracking tools
Roles and Responsibilities: Plan and execute deconversion projects for DB and DC plans, including plan and contract terminations Develop and manage project plans using Salesforce templates, including timelines, dependencies, and milestones Build and execute schedules and communication plans aligned to termination requirements Review and align project plans with Client Plan Sponsors, TPAs, Payroll Providers, and internal partners Act as a central point of coordination for deconversion-related communications and approvals Proactively manage the shared team inbox, ensuring timely, accurate responses to internal and external inquiries Manage participant and plan data throughout the deconversion lifecycle, including census, contributions, beneficiaries, loans, and vesting Perform census reviews and coordinate data requests with BPASS and plan sponsors following deconversion notifications Conduct final data reconciliation covering participant balances, plan assets, liabilities, loans, and vesting Coordinate asset transfer, annuitization, or liquidation activities to support participant payouts per plan terms Ensure accuracy and completeness of data prior to asset movement and final disbursements Provide periodic project status reporting, including milestones achieved, risks, mitigation plans, and action items Maintain documentation, audit trails, and adherence to regulatory and internal control standards Support plan setup and employee record configuration once plan service agreements and documentation are executed Partner closely with relationship management, account management, and internal teams to ensure seamless transitions and sustained operational stability. Mentor and manage a team of analysts and specialists, promoting accountability, continuous improvement, and operational excellence.
