Tax Exempt Plan Management Manager

Job Summary

A company is looking for a Plan Management Manager-Tax Exempt.

Key Responsibilities

• Directs the establishment and implementation of short- and long-term objectives for the plan management function
• Manages staff activities in the Tax-Exempt Markets TPA/Unbundled Plan Management function, including hiring, training, and performance evaluations
• Reviews operational activities and implements process improvements to ensure efficient plan management operations

Required Qualifications

• Bachelor's degree in Business Administration or equivalent
• 8+ years of experience in Plan Management/Retirement Services; 2+ years of supervisory experience
• Experience with Omni 5.5 and 7.4
• In-depth knowledge of the financial service industry and related legal/compliance issues
• Knowledge of systems, technology, and equipment relevant to the role