Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Susan McAleavey

Old Bridge,NJ

Summary

Project Leader of a highly visible and functional team driving timely and accurate onboarding of new and existing client retirement plans, while delivering positive and referenceable client experiences. Fostered partnerships and engagement across multiple business owners and stakeholders to achieve and exceed performance goals.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Lead Implementation Consultant

Empower
Remote, NJ
04.2022 - Current
  • Holistically accountable for transitioning complex mega defined contribution and nonqualified plans, including overseeing record keeping, payroll, communications, compliance, and contractual requirements.
  • Senior Project Lead of a highly visible and functional team with consistently grading to the highest standards with both clients and financial advisors.
  • Present at Sales Finals with prospective clients and advisory/consultant partners. Participate in providing RFP responses/clarification and deal strategy preparation.

Implementation Director

Prudential Financial
Iselin, NJ
05.2018 - 03.2022
  • Accountable for implementing mega clients ($800M+) with extremely complex defined contribution and nonqualified plans, including overseeing record keeping, plan documents, payroll, communications, compliance, and contractual requirements.
  • Senior Project Leader of a highly visible and functional team; Consistently meeting the highest standards with both clients and advisor/consultant partners.
  • Present at Sales Finals with prospective clients and advisory/consultant partners. Participate in providing RFP responses/clarification and deal strategy preparation.

Education

Bachelor of Science - Finance

Rutgers University, School of Business
New Brunswick, NJ
05-1995

Skills

  • Implementation Management
  • Issue Resolution
  • Project Management
  • Client Management
  • Communication and Team Collaboration

Certification

  • FINRA Series 6

Timeline

Lead Implementation Consultant

Empower
04.2022 - Current

Implementation Director

Prudential Financial
05.2018 - 03.2022

Bachelor of Science - Finance

Rutgers University, School of Business

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Susan McAleavey