Manager – FuturePlan

Role Overview

• Responsible for managing a staff of Consultants and Assistants in the delivery of excellent client service to plan sponsors, brokers/agents and financial partners in all aspects of retirement plan services.
• Motivate, lead and support team members to provide excellent customer service by ensuring that staff is properly trained to respond to inquiries in a professional manner.
• Participate in the hiring process by conducting interviews and evaluating candidates.
• Responsible for providing team members with substantive, periodic feedback on performance, including the completion of performance planning, performance updates and the annual performance appraisal.
• Coordinates processes and procedures with other managers to provide consistent professional services across teams.
• Participate in the overall leadership and direction of Ascensus Consulting by actively participating in leadership meeting, all associate meetings, project activity and annual planning process.
• Monitor service levels and phone activity.
• Monitor associate productivity and metrics.
• Plan and organize workflow in order to meet service commitments.
• Produce weekly/monthly production metrics reports.
• Develop staffing strategies for appropriate allocation of resources to meet business needs and client service commitments/objectives.
• Coordinate the successful training and instruction of new associates.
• Develop staff on industry knowledge, general business skills set, and professional development.
• Develop workflow alternatives that will streamline the production process, including the identification of opportunities for improvement, make recommendations for changes and help implement those changes.
• Perform other duties and special projects as assigned.

Requirements

• Bachelors Degree required
• Advanced degree or industry specific certification (ASPPA, CEBS, etc.) strongly preferred
• 3-5 years supervisor/managerial industry experience
• 7-10 years overall industry experience
• Proficiency with Microsoft Office
• Comprehensive knowledge of retirement plans and the services provided by Ascensus Consulting including Compliance and Recordkeeping services
• Excellent analytical and problem solving skills
• Ability to work well under pressure with multiple priorities and deadlines
• Strong Interpersonal Skills
• Polished Presentation Skills
• Excellent Written and Oral Communication Skills
• Excellent Conflict Resolution Skills
• Proven Project Management Skills
• Superior Coaching and Mentoring Skills
• Superior Time Management Skills
• Ability to travel, if needed

Benefits

• We are proud to be an EEO employer M/F/D/V.