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, ensuring adherence to policies and fostering a positive work environment

Manage performance metrics, conduct quality reviews, and facilitate individual development and career plans for team members

Oversee operational processes related to retirement plan documentation, ensuring compliance with regulations and internal standards

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 or insurance industry

4-6 years of experience leading medium-sized teams

Experience with retirement plan documents and knowledge of IRS, ERISA, and DOL regulations

Proven experience with project management methodology and advanced technical skills, including MS Office applications