Associate Manager - 401K, Compliance Testing
Core
Lead routine tasks and team management for retirement plan operations, ensuring accuracy, timeliness, and regulatory compliance.
Role type
Senior IC operations manager (retirement plans)
Builds
Retirement plan transaction processing and operational workflows
Domain
Financial services / Retirement plans
Required skills
Team leadership and coaching, Operational process management, Regulatory compliance, Data analysis and reporting, Project execution, Process improvement methodologies
Preferred skills
Lean, Six Sigma, RCA, Power BI
Technologies
Excel, Power BI, MS Office
Responsibilities
Lead, coach, and mentor team members to achieve performance targets; Coordinate daily operations to ensure accuracy and compliance; Drive process improvements using Lean and automation; Prepare performance dashboards and business reviews; Identify operational risks and implement mitigation plans.
Seniority
Senior, hands-on IC