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Trust Point Inc. · 4 days ago

Senior Managing Director, Retirement Plan Services - Minneapolis

Minneapolis, MN

Full-time

Hybrid

Director/Executive

15+ years exp

Trust Point Inc. is a well-established financial services company recognized as a 'Best Place to Work'. They are seeking a Senior Managing Director for Retirement Plan Services to drive strategic initiatives, ensure compliance, and enhance client relationships.

Financial Services

Responsibilities

Identify, understand, and implement strategic initiatives related to Retirement Plan Services

Work with the Retirement Plan Services Compliance Manager to oversee the compliance process

Lead risk assessment initiatives and oversee internal and external audits

Working with the Vice President, Retirement Plan Services Operations Manager to oversee day-to-day operations

Optimize workflows and leverage technology within operations to enhance automation and improve service delivery

Work with the Managing Director, Retirement Plan Services to lead the Relationship Management team in delivering exceptional client service

Qualification

Compliance ManagementOperations ManagementRelationship ManagementLeadershipERISA KnowledgeTeam BuildingCommunication Skills

Required

4 Year Degree Business, Accounting, Finance or other relevant degree, required

15 or more years of industry or relevant experience

Proven leadership experience in managing compliance, operations, and relationship management teams within a retirement plan services environment

In-depth knowledge of ERISA, DOL, IRS and other related regulations

Excellent communications and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination