DC Implementation/Conversion Project Manager (Defined Contribution/401k)
Putnam Investments - Andover, MA

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Manages the overall project to convert an existing Defined Contribution plan from another record keeper and/or implementation of new DC plan to Putnam. Coordinates and handles responses to day-to-day client service requests during the installation and conversion process. Manages assigned projects within proscribed time-tables and budgets, and resolves installation and conversion problems. Works closely with managers and staff throughout Putnam and the DC business including: sales, relationship management, plan administration, operations, ISD, and compliance staff, as well as with clients and client's vendors. May attend finals presentations. Qualifications include: Bachelor's degree; 5-8 years related experience; thorough understanding of the DC business and the DC organization's products and services (specifically, plan administration and/or conversions); excellent project and client management skills.
Putnam Investments - 2 years ago - save job
About this company
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Putnam Investments is a global money management firm with 75 years of investment experience. Our broad range of investment products...