Perform conference calls and consult on incoming work with various client contacts including partner(s) sales and relationship/account managers, various internal departments, plan sponsors, financial advisers, third party administrators and/or prior providers
Respond to partner representatives and clients (including advisors, consultants and third party administrators) with appropriate resolutions on escalated issues
Discuss issues and trends with subordinates, peers and relationship management
Ensure that conversion deadlines are met within the team and that workloads remain balanced through continuous review of staff volume
Lead projects which are designed to improve processes that enhance client and/or staff experience
Work with sales, relationship management and other operational and service teams on process optimization, shared metric accountability, service standards and overall partnership health
Participate in finals presentations, site visits and RPF responses
What you will bring
Bachelor’s degree or related work experience
7 years related work experience and 2-3 years management experience
In-depth knowledge of the retirement industry, recordkeeping systems, plan document/provisions
In-depth IRS/DOL reporting knowledge
In-depth regulatory compliance knowledge
Must be fluent in English
Must be available to work overnight hours
FINRA fingerprinting required
What will set you apart
Knowledge of specialized area of business
Demonstrated leadership skills
Excellent written and verbal communication skills
Analytical and problem-solving skills
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.