Manager Digital Correspondence
Core
Leading email and general correspondence operations, driving research-based activities like Web SR and dashboard creation, and managing a team to ensure efficient service delivery for LMN and Core segments.
Role type
Manager, Digital Correspondence & Participant Services
Builds
Email correspondence, research-based reports, dashboards, and high-performing teams
Domain
Financial services / Retirement plan recordkeeping
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Team leadership, operational planning, policy development, performance management, staffing, process improvement, stakeholder collaboration, complex issue resolution, data analysis
Preferred skills
Retirement plan recordkeeping knowledge, AASPA certification, Six Sigma tools & concepts
Technologies
Microsoft Word, Excel, PowerPoint, Outlook, Adobe, Chrome, Internet Explorer
Responsibilities
Establish operational objectives and delegate assignments; Develop and execute policies and procedures; Manage Participant Services team activities and performance; Collaborate with internal departments on correspondence; Oversee hiring, performance evaluations, and compensation recommendations; Coach staff and conduct one-on-one meetings; Monitor team performance against quality targets and service levels; Solve escalated complex service issues
Seniority
Manager, hands-on leadership with team oversight