DCPP Implementation Specialist

Strategic Planning and Plan Set Up:

• Act as the primary owner and lead for the end to end Sponsor onboarding process.
• Act as an Advisor to both the Group Advantage sales team and the plan Sponsor in designing plan structure.
• Ensure the accurate set-up of the plan on the CRM platform and on Sponsor’s portal.

Stakeholder Management:

• Act as primary RBC liaison with OFI to negotiate and coordinate the end-to-end plan transfer process.
• Inform partners of upcoming launches (GFAs, GAA, Service center), work with partners to ensure capacity and support is available for upcoming launches (GFA’s, Service Centre, BUCK, MyAdvisor, Workplace team)
• Coordinate all partners involved in the plan implementation and transfer process.

Project Management and Support:

• Ensure the data is complete and accurate and consolidated into the BUCK template
• Negotiate transfer terms with OFI, execute necessary transfer communications
• Provide local Member Support teams with any documentation or support they need, support the sponsor, create required Member communications (support email, Member Booklet)