Retirement Plan Manager

The Retirement Plan Manager (RPM) works collaboratively with the Director, Retirement Plan Operations. The role involves team member management and development, increasing overall productivity of direct reports, promoting excellence in servicing the existing client base, and performing Retirement Plan Specialists responsibilities. Essential Job Functions for Retirement Plan Manager will include: People Management: Participate in the hiring, mentoring, and supervision of Interns, Retirement Plan Specialists (RPS), and Senior Retirement Plan Specialists (Sr. RPS). Maximize talent via employee development and coaching. Facilitate a strong team culture. Facilitate ongoing Intern, RPS, and Sr. RPS training and development. Handle all manager functions in the HR System including timekeeping, PTO requests, and performance reviews for direct reports. Operations Management: Optimize productivity by coordinating RPS and Sr. RPS coverage and helping to prioritize workflow. Leadership: Directly impact growth and client retention and monitor progress toward team goals. Coordinate team meetings and events. Identify process improvements, and work with the relevant departments to update processes across the firm. Support Operations on new projects and initiatives. Support Learning and Development on Intern, RPS, and Sr. RPS trainings.