Operations Manager - Retirement Services

A company is looking for a Manager III, Operations - Retirement Plan Services.

Key Responsibilities

Provide leadership and coaching to team members while ensuring adherence to company policies

Manage performance metrics and conduct quality reviews for team members

Identify and implement process improvements to enhance customer experience and operational efficiency

Required Qualifications

Bachelor's degree in Business or equivalent work experience

8+ years of experience in customer service, administration, or operations, preferably in the retirement / financial services industry

4-6 years of experience leading medium-sized teams

Experience with Retirement Plan Documents and knowledge of IRS, ERISA, and DOL regulations

Proven ability to manage multiple priorities and adapt in a changing work environment