Senior Manager for Retirment Plan Implementations

1 day ago

Bonifacio Global Metro Manila, Philippines Empower Enterprise Philippines, Inc. - Internal Full time ₱1,500,000 - ₱2,500,000 per year

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 do

  • Oversee a team of associates responsible for the installation of new retirement plan sales
  • Staff 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 recommendations
  • Ensure that quality assurance, survey results and gain loss standards are upheld with direct reports
  • Provide change management leadership to new product offerings, process changes, regulatory requirements and service model enhancements
  • Perform 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 providers
  • Respond to partner representatives and clients (including advisors, consultants and third party administrators) with appropriate resolutions on escalated issues
  • Discuss issues and trends with subordinates, peers and relationship management
  • Ensure that conversion deadlines are met within the team and that workloads remain balanced through continuous review of staff volume
  • Lead projects which are designed to improve processes that enhance client and/or staff experience
  • Work with sales, relationship management and other operational and service teams on process optimization, shared metric accountability, service standards and overall partnership health
  • Participate in finals presentations, site visits and RPF responses

What you will bring

  • Bachelor's degree or related work experience
  • 7 years related work experience and 2-3 years management experience
  • In-depth knowledge of the retirement industry, recordkeeping systems, plan document/provisions
  • In-depth IRS/DOL reporting knowledge
  • In-depth regulatory compliance knowledge
  • Must be fluent in English
  • Must be available to work overnight hours
  • FINRA fingerprinting required

What will set you apart

  • Knowledge of specialized area of business
  • Demonstrated leadership skills
  • Excellent written and verbal communication skills
  • Analytical and problem-solving skills

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