Senior ManagerImplementation
Core
Oversee a team of Implementation Consultants to install new retirement plan sales and manage complex client solutions.
Role type
Senior Manager, Implementation Operations
Builds
Retirement plan sales installations and client service processes
Domain
Financial Services / Retirement Planning
Required skills
Team leadership, change management, regulatory compliance, process optimization, stakeholder management, performance management, forecasting, conflict resolution
Preferred skills
Specialized business knowledge, analytical problem-solving
Technologies
Recordkeeping systems, IRS/DOL reporting tools
Responsibilities
Oversee team of 6-15 associates for retirement plan installations, manage staffing levels and forecasting, ensure quality assurance and compliance standards, lead change management for new products and regulations, consult with high-level client contacts and partners, resolve escalated client issues, lead process improvement projects.
Seniority
Senior, hands-on IC
