Manager Participant Transaction
Core
Lead day-to-day operations for defined contribution plans, ensuring adherence to service-level agreements, quality standards, and regulatory requirements while managing team performance and process improvements.
Role type
Manager, Participant Transaction Operations
Builds
Operational efficiency, compliance adherence, and team capability in defined contribution plan services
Domain
US Retirement Industry / Defined Contribution Plans
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Defined contribution plan operations, regulatory compliance (IRC/ERISA), people leadership, stakeholder management, operational risk management, analytical thinking, project management, change management
Preferred skills
Data visualization tools, reporting tools
Technologies
Microsoft Excel, PowerPoint, Word, Outlook
Responsibilities
Lead day-to-day operations and ensure adherence to service-level agreements, quality standards, regulatory requirements, and internal controls; Manage team performance through regular feedback, coaching, development planning, performance management, and succession planning; Identify and implement process improvements that enhance efficiency, quality, customer experience, scalability, and cost effectiveness; Monitor operational performance, capacity, backlogs, and system dependencies to minimize service disruptions and processing delays; Proactively identify, assess, mitigate, and escalate operational, compliance, technology, and customer-impacting risks; Provide timely and accurate reporting and analysis of business drivers, key performance indicators, service metrics, risk indicators, and productivity measures; Lead projects and change initiatives from planning through implementation, ensuring effective communication, stakeholder alignment, risk management, and adoption
Seniority
Manager, hands-on leadership
