Retirement Plan Operations Manager

Job Summary

A company is looking for a Retirement Plan Implementation & Operations Manager.

Key Responsibilities

• Lead the onboarding process for new retirement plans and coordinate with stakeholders for smooth implementation
• Maintain accurate plan data, manage account reconciliations, and support compliance testing and reporting
• Identify operational improvements, support internal projects, and collaborate with teams for effective workflows

Required Qualifications

• Bachelor's degree in Business, Finance, or related field (or equivalent work experience)
• 5+ years of experience in retirement plan administration, implementation, or operations in a TPA environment
• Strong knowledge of 401(k), 403(b), and other qualified plan types
• Demonstrated leadership skills with the ability to manage and motivate a team
• Proficient in retirement plan recordkeeping platforms and CRM/project management tools