Equitable · 3 days ago

Manager, Plan Onboarding and Retirement Plan Account Manager

United States

Full-time

Remote

Mid, Senior Level

$54K/yr - $81K/yr

5+ years exp

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Responsibilities

Management of Onboarding Specialists and Retirement Plan Account Managers within the Group Retirement Plan Services.

Knowledge of Defined Contribution plans including 401k, 403b, 457 and 401a.

Mentor and develop direct reports, providing coaching for their professional growth, and their ability to function as a team.

Participate and lead intra and cross site initiatives for delivering the most efficient and affective customer service including interactions with the back-office vendor.

Direct oversight and responsibility of team to ensure compliance with IRS, DOL, FINRA, SEC, and state regulations.

Oversee and coach associates ensuring plan onboarding tracking and coordination is efficient and timely. Ensure resolution support with escalations and good order processing with plan set up requirements.

Cultivate relationships with retail and 3rd party distribution partners to support division objectives.

Attend conventions and meetings as required.

Develop and maintain relationships with outside vendors and Group Retirement Executive Management as required.

Handles escalated issues and provides guidance and training to Retirement Plan Account Managers and Onboarding Specialists.

Recognized as a technical resource providing assistance to Associates and Managers.

Coordinates and contributes to the research and resolve of complex casework.

Handles escalated cases with minimal direction and supervision from Lead manager.

Compiles data and provides analytics for as required for Management reporting.

Responsible for assisting with developing and conducting Product training.

Demonstrates a full understanding of the plan sponsor and their plan, the administration of the plan, the client's sensitivities, needs, and objectives. Understands the product, systems, and applicable IRS and DOL regulations.

Qualification

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Defined Contribution PlansASPPA CertificationMicrosoft SuiteCustomer Service SkillsCoaching OthersManaging Multiple PrioritiesResults OrientationRelationship Building