Popular Bank
WA, USA
Position Title: Sales & Services Officer | Pension Plans Sales Date: Mar 2, 2026 Location: San Juan, PR Company: Popular Bank Job Type Full Time - Exempt General Description Serve as the primary lead for the implementation and onboarding of retirement plan clients at Popular Fiduciary Services. Manage all phases of the implementation process (from plan design validation, data collection, and system setup to go live execution) ensuring a seamless, accurate, and compliant transition for new and converted plans. Provide a service of excellence and build trust as the client’s first point of contact Essential Duties and Responsibilities Client Onboarding & Implementation Leadership • Lead retirement plan clients throughout the full implementation lifecycle, acting as the primary point of contact. • Conduct project kickoff meetings, establish timelines, coordinate deliverables, and manage expectations to ensure a smooth onboarding...