Senior Manager, Retirement Programs

Walgreens•Deerfield, IL

About The Position

Responsible for leading, defining, implementing, and overseeing strategies, policies, and initiatives across qualified and non-qualified retirement plans. The role is the primary relationship owner for retirement plan vendors and oversees their performance, service delivery, and issue resolution. It supports the Retirement Plan Committee’s quarterly meetings by coordinating materials, governance activities, and follow-up actions. The Senior Manager coaches staff and supports the department head across retirement and financial well-being programs, identifies barriers to organizational success, and drives appropriate change. The role partners across HR and other key functions to develop and deliver initiatives aligned with business objectives. Walgreens was founded in 1901 and 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, and aims to build trusted relationships that create healthier futures for customers, patients, team members, and communities. The role requires a bachelor’s degree and at least four years of retirement plan and program operations experience, or a high school diploma/GED and at least seven years of that experience. Applicants must also meet the stated collaboration, software, financial decision-making, and leadership experience requirements. Travel up to 15% is required for business purposes, within and outside the state. The role will remain open until filled. Salary depends on factors including geography, skills, education, and experience; the posting directs applicants to Walgreens’ benefits website for benefits information.

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 width, 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 and outside the 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 derived from strategic goals.
Manage the compliance function and vendor relationship performance management.
Lead development of programs and processes to support the effectiveness of the assigned function.
Define, model, and reinforce Walgreens culture by aligning retirement and financial well-being practices with organizational objectives.
Develop complex models and insights to proactively identify potential business or plan issues; recommend solutions using forecasting, plan performance analysis, financial metrics, and prospective and ongoing economic analysis.
Oversee client-facing needs, including eligibility, transfers, withdrawals, company match, annual true-up, and associated audits for applicable plan types.
Manage retirement plan compliance and M&A activities relating to retirement plans, including transfers, blackouts, employee contributions, withdrawals, and contribution limits.
Partner with HR Operations to ensure strategies are implemented and supported for the business unit.
Stay current on retirement-related laws, regulations, and market practices to support the business unit.
Lead project meetings to ensure proper integration among plans, design, and communications.
Oversee and manage a team of direct reports.
Coordinate materials, governance activities, and follow-up actions for the Retirement Plan Committee’s quarterly meetings.
Coach staff and support the department head across retirement and financial well-being programs.
Partner with HR and other key functions to develop and deliver initiatives aligned with business objectives.