Grow your career with a growing organization
Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
Responsible for the oversight and management of a team responsible for the conversion and implementation of participant plan data of new clients. Provides participant review and coordination for large, mega, not-for-profit and government defined contribution plans. Requires extensive knowledge of defined contribution benefit recordkeeping systems along with defined benefit plan provisions and Empower service offerings. Must be capable of developing and maintaining relationships between interdepartmental teams and providing oversight and project leadership to assigned plans. Incumbent is accountable for the successful transfer of participant plan data into the Empower production environment.
ESSENTIAL FUNCTIONS:
- Hire, train, coach, mentor and provide feedback to a team of 10 Implementation Analysts, including all aspects related to performance management.
- Monitor production and capacity levels of team, balancing overtime and time off requests to maintain service standards.
- Responsible for the resolution of complex escalations associated with assigned plans as necessary
- Obtain and document knowledge of new processes or capabilities impacting Empower services.
- Responsible for analyzing the internal record keeping platform (EASY) along with prior record keeper files and recommending enhancements to management and project teams to create efficiencies relative to production level processes and result in an enhanced client experience from a total implementation perspective.
- Accountable for the independent review of participant data received via prior client reporting documents
- Execute and distribute both internally and externally, Service Level Agreement and Plan Production Timing reports for the purpose of communicating data management opportunities to the client while also insuring that intended processes are executed as expected and operational refinement needs are identified.
- Recommend and adhere to documented project plan procedures designed to minimize market risks and gain/loss errors across the Implementation organization.
- Strong knowledge of regulatory compliance and defined contribution plan documents is required.
QUALIFICATIONS:
- Bachelor's Degree in Business or related field preferred
- FINRA Fingerprinting required.
- 5-7+ years Implementation or related work experience
- 5 Years prior management experience is preferred.
- Proficient knowledge of custom investments is preferred.
- Proficient user of Excel with knowledge of formulas and VLOOKUP functionality
- Strong knowledge of internal record keeping system preferred
- Strong knowledge of regulatory compliance and defined contribution plan documents is required.
- Excellent written and verbal communication skills
- Strong attention to detail required
- Excellent time management and the ability to lead
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement per year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
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