Senior Manager, Retirement Programs

Walgreens•Deerfield, IL

2d•$125,000 - $218,750

About The Position

Responsible for leading, defining, implementing, and overseeing strategies, policies, and initiatives for all qualified and non-qualified retirement plans. Serves as the primary relationship owner for retirement plan vendors, overseeing vendor performance, service delivery, and issue resolution. Supports the Retirement Plan Committee’s quarterly meetings by coordinating materials, governance activities, and follow-up actions. Coaches staff and supports the department head across retirement and financial well-being programs. Identifies barriers to organizational success and drives appropriate change. Partners across HR and other key functions to develop and deliver initiatives aligned with business objectives. The role leads retirement plan compliance and mergers and acquisitions activities, analyzes plan performance and financial metrics, oversees client-facing plan needs, and manages a team of direct reports. It partners with HR Operations to implement and support strategies for the business unit and keeps current on relevant retirement laws, regulations, and market practices. Walgreens serves nearly 9 million customers and patients each day across approximately 8,500 stores in the U.S. and Puerto Rico. The company has approximately 220,000 team members, including nearly 90,000 healthcare service providers.

Requirements

Bachelor’s degree and at least 4 years of retirement plan and program operations experience, or a high school diploma/GED and at least 7 years of retirement plan and program operations experience.
Experience collaborating with internal and external resources to develop strategies that meet department goals within budget and established timelines.
Intermediate Microsoft Word skills, such as inserting headers, page breaks, page numbers, and tables, or adjusting table columns.
Intermediate Microsoft Excel skills, such as using SUM, setting borders and column widths, inserting charts, using text wrap, sorting, setting headers and footers, or print scaling.
Intermediate Microsoft PowerPoint skills, such as applying themes, formatting character spacing, inserting pictures, changing slide layouts and theme colors, adding transitions, customizing slide numbers, changing chart styles, or formatting fonts.
At least 2 years of experience contributing to financial decisions in the workplace.
At least 2 years of direct leadership, indirect leadership, and/or cross-functional team leadership.
Willingness to travel up to 15% of the time for business purposes, within state and out of state.

Nice To Haves

Master’s degree or MBA.
Retirement plan certification, such as PRP, CRSP, or CEBS.
Certified Public Accountant (CPA).

Responsibilities

Ensure strategic alignment between retirement programs and business needs.
Create action plans to implement recommendations stemming from strategic goals.
Manage the compliance function and vendor relationship performance management.
Lead efforts to develop programs and processes that support the effectiveness of the assigned function.
Define, model, and reinforce Walgreens culture by ensuring retirement and financial well-being practices align with organizational objectives.
Develop complex models and insights to proactively identify potential business or plan issues; recommend solutions using forecasting, analysis of current plan performance and financial metrics, and prospective and ongoing economic analysis.
Oversee client-facing needs, including eligibility, transfers, withdrawals, company match, annual true-up, and related audits for applicable plan types.
Manage retirement plan compliance and M&A activities, including transfers, blackouts, employee contributions, withdrawals, and contribution limits.
Partner with HR Operations to ensure strategies are implemented and supported for the business unit.
Keep current on retirement plan laws, regulations, and market practices.
Lead project meetings to ensure appropriate integration among plans, design, and communications.
Oversee and manage a team of direct reports.
Support the Retirement Plan Committee’s quarterly meeting cadence, including coordination of materials, governance activities, and follow-up actions.
Coach staff and support the department head across retirement and financial well-being programs.