Representative Senior, BPS Client & Product Onboarding

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Job Description

What You Will Be Doing

• Manage onboarding and conversion projects for new retirement plan clients transitioning

• Serve as a primary client-facing partner, engaging with advisors, plan sponsors, and other recordkeepers

• Lead multiple projects at once

• Work closely with internal project managers, leadership, and onboarding specialists to ensure deadlines and quality standards are met.

• Oversee project plans, deliverables, timelines, and communications to ensure smooth onboarding.

• Drive accountability across crossfunctional teams and ensure all onboarding requirements are completed accurately.

• Provide guidance and review work for less experienced team members; act as a resource and subject matter expert.

• Identify process improvements and recommend enhancements to onboarding workflows.

• Perform other related duties as assigned.

What You Bring

• Retirement industry experience required - including new business, conversions, rollovers, or recordkeepingrelated work.

• Strong project management capability with experience managing multiple concurrent projects.

• Ability to communicate professionally with advisors, sponsors, and external partners.

• Experience interacting with major recordkeepers

• Strong problemsolving skills with the ability to work on difficult or complex issues.

• Ability to work independently with limited supervision.

• Excellent organizational skills, attention to detail, and comfort managing deadlines.

• Ability to influence others regarding policies, procedures, and best practices.

What We Offer You

• Competitive pay and comprehensive benefits.

• Opportunities to grow within retirement onboarding, conversions, and project leadership tracks.

• A collaborative team environment that values expertise, ownership, and continuous improvement.

• Exposure to highvisibility onboarding projects supporting major retirement plan business.

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here

For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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