Strongpoint PartnersHiring

Onboarding Manager

  • Remote, worldwide
  • Lead
  • Posted 3 weeks ago
Apply with Keywordise AI

or apply from Claude / ChatGPT / Muse

In one line

Lead a team of onboarding specialists bringing new retirement plan clients onto the platform; fully remote for Eastern or Central time zones.

About the role

Work centres on getting new qualified retirement plans set up accurately and on time, from document review to recordkeeper coordination. The role combines people leadership with process building as the business grows.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, worldwide
Seniority
Lead
Working hours
Eastern and Central time zones
Skills
Qualified retirement plans, ERISA, IRS regulations, Summary Plan Descriptions, Recordkeeping
Posted
5 Oct 2026
Last checked
29 Oct 2026

What you will do

  • Balance onboarding caseloads by plan complexity, team capacity and client deadlines
  • Act as escalation point for complex plan provisions and challenging conversions
  • Review plan document mapping, amendments, restatements and Summary Plan Descriptions for accuracy
  • Build standard operating procedures, checklists and quality controls for onboarding

What they look for

  • Deep knowledge of qualified retirement plans
  • Proven record of leading people and setting clear expectations
  • High bar for accuracy and compliance
  • Ability to build processes that scale with the business
  • Based in Eastern or Central time zones

Nice to have

  • Atlanta area candidates able to work hybrid

How Keywordise applies for you

  1. 1Upload your CVAdd your CV once. It takes about a minute.
  2. 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
  3. 3The form fills itselfName, email, experience and screening questions, field by field.
  4. 4Application sentYou get a receipt and follow it in your dashboard.

Apply with Keywordise AI7-day free trial, no card.

Apply from your AI assistant

Connect Keywordise to your assistant once, then send it the prompt. It applies for you.

ClaudeConnectorChatGPTConnectorMuseby Meta

Claude

  1. In Claude, open Settings, then Connectors, and choose Add custom connector.
  2. Name it Keywordise and paste the connector URL.
  3. Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

ChatGPT

  1. In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
  2. Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
  3. Log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

Muse

  1. Open Muse (muse.ai or the app) and send it the message below.
  2. If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
  3. Send the prompt. Muse asks before it sends anything.
Message for Muse
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.

Muse is available in the US only for now.

Prompt
Apply to Keywordise job ruuvh6pfpr
How to connect

Questions about this job

Is this job fully remote, and from where?

The posting lists it as remote with no single country named, so candidates from different countries can apply. On hours, the posting says: Eastern and Central time zones.

What does this job pay?

No pay range is stated in the posting.

What experience is needed?

It is a lead role. The posting asks for: deep knowledge of qualified retirement plans; proven record of leading people and setting clear expectations; high bar for accuracy and compliance. Skills it names include Qualified retirement plans, ERISA, IRS regulations, Summary Plan Descriptions.

How do I apply with Keywordise AI?

Click Apply with Keywordise AI, create an account and upload your CV. Your CV and cover letter are written for this job from what you have really done, then Keywordise applies for you. Trial: 7 days, no card.

More remote management jobs

All remote management jobs
Strongpoint PartnersRemote, worldwide
Apply with Keywordise AI