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Manager, Retirement Plan Services

6/17/2025

No location specified

Job Summary

A company is looking for a Manager of Retirement Plan Complex Services.

Key Responsibilities
  • Lead the Complex Services team and manage financial processing of complex transactions
  • Establish and implement team priorities, performance goals, and provide training and development opportunities
  • Maintain relationships with internal stakeholders and report on performance metrics to identify improvement opportunities
Required Qualifications
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
  • 5+ years of experience in Client Customer Support and Operations, including 2+ years of managerial experience
  • Excellent organizational skills with the ability to prioritize workload
  • Demonstrated ability to hire, retain, develop, and coach staff
  • Experience in retirement plan operations is a plus

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