Manages a team of 10-12 Retirement Plan Managers responsible for providing high-quality operational and administrative support to clients.
Responsible for ensuring that good client relations are maintained and that client plans are operating efficiently and effectively.
Ensures team follows operational and administrative processes.
Analyzes trends and recommends process enhancements to improve team performance.
Acts as an escalation point for complex problems that less experienced resources cannot solve.
Provides input into decision-making processes.
Communicates with clients and prospects to support their operational and administrative needs and ensure high client satisfaction.
Communicates any significant client issues with their relationship managers.
Provides subject matter expertise and leadership support for business initiatives.
Drives adoption and execution of business initiatives.
Develops Client relationships with key client contacts based on need.
Coaches and develops associates to department expectations and business objectives.
Engages in the recruiting, onboarding and talent management processes for all staff.

Bachelor's degree or the equivalent combination of education and relevant experience
5+ years of total relevant work experience
At least 8 years of Retirement Plan Administration experience (preferred)
At least 2 years of Management experience (preferred)
Retirement Plan Credentials such as QKA, QKC, etc. (preferred)
Experience with the OMNI recordkeeping system (preferred)

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

Manager, RPS Retirement Plan Management

Key skills