Manager Jobs

About The Position

Requirements

• 5+ years of experience in financial services, retirement services, operations, client services, onboarding, data management, or a related field.
• 1+ years of Leadership experience, including coaching, mentoring, team leadership, or direct people management is required.
• Advanced Microsoft Excel skills, including PivotTables, Power Query, XLOOKUP/VLOOKUP, data validation, reporting, and analysis of large datasets is required.
• Strong analytical, critical thinking, and problem-solving skills with a demonstrated ability to make data-driven decisions.
• Experience with reporting, trend analysis, forecasting, operational performance management, and process improvement.
• Proven track record to lead teams through change while maintaining high levels of engagement and performance.
• Strong organizational, project management, communication, and collaboration skills.
• Ability to manage multiple priorities in a fast-paced environment while maintaining a high degree of accuracy and attention to detail.

Nice To Haves

• Experience with non-qualified deferred compensation plans or retirement services is preferred.
• Experience in onboarding, implementation, recordkeeping, or related financial services operations.
• Experience with Alteryx, Power BI, Power Query, or similar analytics and automation platforms is preferred.
• Knowledge of data governance, data quality management, workflow automation, and operational risk management practices.
• Demonstrated experience applying AI tools to improve efficiency, decision-making, reporting, or team effectiveness, or a strong interest in adopting emerging AI technologies.

Responsibilities

• Lead, coach, mentor, and develop a high-performing team of Transfer Coordinators, fostering a culture of accountability, teamwork, continuous improvement, and client service excellence.
• Oversee onboarding activities for new nonqualified retirement clients, including the transfer, conversion, validation, and transformation of plan data and assets from prior providers.
• Establish and maintain effective partnerships with internal stakeholders, onboarding teams, prior recordkeepers, and external data providers to ensure successful client implementations.
• Ensure operational excellence by managing onboarding workflows, service level agreements (SLAs), quality standards, and implementation milestones.
• Utilize data and analytics to identify trends, forecast workload, improve operational performance, and support business decision-making.
• Develop, monitor, and communicate key performance indicators (KPIs), dashboards, reporting, and operational metrics.
• Lead root cause analysis efforts and implement sustainable solutions to improve efficiency, quality, scalability, and risk management.
• Drive process optimization, workflow automation, and continuous improvement initiatives that enhance onboarding speed, accuracy, and client outcomes.
• Champion the adoption of technology, automation, advanced analytics, and AI-enabled tools to improve productivity, data management, reporting, and operational effectiveness.
• Partner across business functions to optimize processes, improve resource allocation, and support business growth.
• Manage resource planning, capacity forecasting, operational priorities, and team workload distribution.
• Support the testing, implementation, and optimization of new systems, software, and workflow solutions.
• Effectively manage escalations, resolve complex operational issues, and deliver measurable service results.

Benefits

• Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
• Pension Eligible