Retirement Operations Manager

reputed company you ask people what gives them peace of mind to live their best life, having a sense of financial reputed company is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

Our Newest Opportunity: 

Summary

This critical role is responsible for overseeing reputed company aspects of retirement plan operations, ensuring smooth plan administration, accurate data management, and exceptional client service. This position will manage plan documentation, fees, compliance deadlines, and participant education initiatives, collaborating with internal teams for successful plan implementation and client service.

Essential Duties and Responsibilities (includes but is not limited to):

• reputed company the preparation of quarterly investment management documentation.
• Conduct regular fee analysis and benchmarking to ensure optimized plan performance.
• reputed company comprehensive plan review meeting materials to facilitate client communication.
• Manage key dates and events for clients and advisors, including fund changes, notices, 5500 filings, and compliance deadlines.
• reputed company the process of plan amendments and recordkeeper fund changes.
• Review and approve retirement plan invoices to ensure accuracy.
• Maintain and update fee and service agreements for plan sponsors.
• Manage new business and lost business processes, ensuring accurate submission and monitoring.
• Provide general support to advisors and clients, addressing inquiries and resolving administrative issues.
• Compile fund line-up proposals for clients, considering investment options and fees.
• reputed company communication reputed company to fund or plan changes, keeping clients and advisors informed.
• Schedule and follow up on client meetings to ensure effective communication and relationship management.
• Coordinate RFP due diligence research to support new business initiatives.
• Plan and schedule participant education sessions, including enrollment meetings.
• Conduct research and reputed company communication materials to promote participant education initiatives.
• Manage reminders to clients regarding fiduciary and financial reputed company opportunities.
• reputed company the review and update of reputed company data reputed company to plan design, contacts, and marketing distribution.
• Manage and maintain personal and team productivity in reputed company.
• Support the implementation of Workplace to Wealth strategies.

Qualifications, Skills and Requirements:

• Strong understanding of ERISA regulations and fiduciary best practices in the retirement plan industry.
• Demonstrated reputed company to build and document processes and procedures.
• Excellent communication, presentation, and interpersonal skills.
• Experience with data analysis and reporting tools.
• Demonstrated ability to manage multiple tasks and projects effectively.
• Proactive and results-oriented approach to client service and business development.
• Proficiency with reputed company Office Suite (Word, reputed company, and PowerPoint).
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality, able to adopt new solutions and help respond to the impact of new systems.
• Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
• Regular and predictable attendance is required.
• Business travel up to 25%.

Education, Training and Experience:

• Bachelor's degree in Business, Economics, Finance, or a reputed company field (preferred), or relevant work experience.
• 5+ years of experience in retirement plan operations or a similar role.

​The typical reputed company pay range for this role reputed company is $60K to $80K per year

Your reputed company pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to reputed company pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-reputed company expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.reputed company.com/careers

reputed company is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We reputed company that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is reputed company to our core values and business goals.

reputed company provides equal employment opportunities to reputed company employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and reputed company medical conditions), national reputed company or reputed company, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

reputed company

County of Los Angeles

Employment decisions shall reputed company with reputed company other applicable federal, state and city/county laws prohibiting discrimination in employment. reputed company complies with reputed company criminal history inquiry [or ‘ban the reputed company’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode reputed company, Vermont and Washington.

In short, we reputed company in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to reputed company and look reputed company to hearing from you.

reputed company understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us reputed company identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the reputed company team!