Senior Manager for Retirement Implementation
2 days ago
The Senior Manager Implementation oversees a team of Implementation Consultants who install new retirement plan sales. Interacts with internal and/or external high-level contacts to develop solutions to complex and difficult problems.
What you will d
- oOversee a team of associates responsible for the installation of new retirement plan sale
- sStaff training, mentoring, quality standards, reporting, disciplinary action, motivation, managing managers to identify appropriate staffing levels to projected volume with overtime/vacations and forecasting strategies, timely performance appraisals and salary/promotion/merit increase recommendation
- sEnsure that quality assurance, survey results and gain loss standards are upheld with direct report
- sProvide change management leadership to new product offerings, process changes, regulatory requirements and service model enhancement
- sPerform conference calls and consult on incoming work with various client contacts including partner(s) sales and relationship/account managers, various internal departments, plan sponsors, financial advisers, third party administrators and/or prior provider
- sRespond to partner representatives and clients (including advisors, consultants and third party administrators) with appropriate resolutions on escalated issue
- sDiscuss issues and trends with subordinates, peers and relationship managemen
- tEnsure that conversion deadlines are met within the team and that workloads remain balanced through continuous review of staff volum
- eLead projects which are designed to improve processes that enhance client and/or staff experienc
- eWork with sales, relationship management and other operational and service teams on process optimization, shared metric accountability, service standards and overall partnership healt
- hParticipate in finals presentations, site visits and RPF response
**s
What you will bri**
- ngBachelor's degree or related work experien
- ce7 years related work experience and 2-3 years management experien
- ceIn-depth knowledge of the retirement industry, recordkeeping systems, plan document/provisio
- nsIn-depth IRS/DOL reporting knowled
- geIn-depth regulatory compliance knowled
- geMust be fluent in Engli
- shMust be available to work overnight hou
- rsFINRA fingerprinting requir
**ed
What will set you ap**
- artKnowledge of specialized area of busin
- essDemonstrated leadership ski
- llsExcellent written and verbal communication ski
- llsAnalytical and problem-solving ski
lls
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