Senior Managing Director, Retirement Plan Services - Minneapolis

Trust Point • Minneapolis, MN

93d • Hybrid

About The Position

Trust Point Inc. is looking to hire a full-time Senior Managing Director, Retirement Plan Services. We are looking for an experienced manager focused on driving strategic initiatives, ensuring regulatory compliance, operational efficiency, and strengthening client relationships. For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals. Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year.

Requirements

• 4 Year Degree Business, Accounting, Finance or other relevant degree, required
• 15 or more years of industry or relevant experience
• Proven leadership experience in managing compliance, operations, and relationship management teams within a retirement plan services environment
• In-depth knowledge of ERISA, DOL, IRS and other related regulations
• Excellent communications and interpersonal skills including relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination

Responsibilities

• Identify, understand, and implement strategic initiatives related to Retirement Plan Services
• Work with the Retirement Plan Services Compliance Manager to oversee the compliance process
• Lead risk assessment initiatives and oversee internal and external audits
• Work with the Vice President, Retirement Plan Services Operations Manager to oversee day-to-day operations
• Optimize workflows and leverage technology within operations to enhance automation and improve service delivery
• Work with the Managing Director, Retirement Plan Services to lead the Relationship Management team in delivering exceptional client service

Benefits

• Health insurance
• Dental insurance
• Life insurance
• Long term disability
• Paid holidays
• Paid vacation
• Generous 401k plan
• Profit-sharing plan

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 101-250 employees