Entry Level Investment and Retirement Planner Jobs

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 (as it's known internally) oversees asset transfers, plan mapping, and stakeholder coordination to ensure a seamless migration experience for clients.

Primary Responsibilities

The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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.

Education and Experience

• 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. Experience with OKA designation preferred.
• 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.

Physical Requirements

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.

We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact LeaveBenefits@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.

The pay range for this position is $65,000 - $97,500/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits . This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers.