Manager, Retirement Products

Manager, Retirement Products

Minimum Salary

US-MA-Westborough

Job Location

3 days ago (11 / 24 / 2025 2 : 12 PM)

Requisition Number

2025-49011

# of Openings

Posted Date

Day

Shift

Exempt

Exempt / Non-Exempt Status

Non Union Position -W60- Non Unit Professional

Overview

POSITION SUMMARY :

Under the general supervision of the Executive Director or designee, the Manager, Retirement Products is responsible for planning and managing a large support unit whose functions involve providing clinical staff and medical professionals direct support of activities required to complete disability determination process for a number of client agencies in one or more states, as well as other new lines of business that DES may develop in the future. The incumbent is also responsible for ensuring compliance with DES guidelines and state and state and federal regulations governing the disability determination process and privacy of protected health information.

Responsibilities

ESSENTIAL FUNCTIONS

• Supports the Executive Director with business development efforts in discovering and evaluating new retirement product markets, identifying new business leads, and targeting specific opportunities leading to the acquisition of new retirement system business while maintaining relationships with existing clients.
• Provides strategic support for responses to new retirement system business opportunities to achieve an appropriate balance of programmatic quality with financial competitiveness.
• Develops, reviews, and lead new program retirement product initiatives.
• Manages and oversees day to day retirement product operations of the Department and all new business implementation activities. Ensures that retirement product services are functioning within regulatory, legal and contractual (ISA) requirements.
• Cultivates and maintains strong collaborative relationships with enterprise leadership, and other CWM business units to position CWM for greater opportunities to develop and provide services to national, state and municipal retirement system clients.
• Oversee the day to day operations of retirement product service lines to ensure that clinical determinations and rehabilitative services are conducted with complete data and in an efficient, cost effective, and timely manner.
• Develop and / or reconfigure best practice disability determination and rehabilitative services to meet the unique needs of retirement system clients.
• Lead the design and development of retirement product solutions; market and promote solutions to potential clients at the local and national levels.
• Develop and monitor retirement system specific guidelines for effective clinical and administrative functions in the disability review and rehabilitative services processes.
• Manage clinical and administrative staff activities related to specific retirement system functions, regulations and processes. Support contract executionor renewal processes.
• Direct customer service operations through monitoring and measuring call volumes, promoting positive customer service skills, developing telephone coverage schedules, reviewing and revising client letters, and monitoring staff customer service performance.
• Analyze and evaluate existing technology systems, identify opportunities for systems improvements and increased efficiencies, and implement these improvements in coordination with internal and external stakeholders.
• Analyze clinical and administrative resources required to pursue new retirement product opportunities and to establish clinical support and administrative procedures for new retirement system clients.
• Develop and monitor guidelines for clinical determinations and decision-making, and administrative processes across retirement products.
• Foster and environment of continuous quality improvement and staff participation in quality improvement workgroups both across retirement products.
• Oversee and provide human resource support in the areas of staffing, recruitment, performance management, compensation, and benefits. Insure all personal action activity related to hiring, firing, performance measurement, contracting, and funding is completed.
• May serve as liaison with external organizations and other departments.
• Adhere to University, State, and funding agency regulations.
• Perform related duties as needed and as assigned.
• Perform Quality Assurance reviews and report findings and trends to the Executive Director or designee.
• Communicate and implement policy, workflow and organizational changes to all direct reports.

Qualifications

REQUIRED EDUCATION

Licensed RN to practice in the Commonwealth of Massachusetts and 6 years of relevant experience, or equivalent clinical licensure and experience or Masters prepared licensed or certified vocational rehabilitation counselor or other licensed or certified Allied Health professional in the Commonwealth of Massachusetts and 3 years of relevant experience in the medical and / or Psychological fields including 2 years of specific medical training.