Senior Manager, Wealth Accumulation

1 week ago


Salt Lake City, United States Utah Staffing Full time

Deloitte Us Wealth Accumulation Program ManagerIn this role, you will be responsible for leading plan operations and compliance activities associated with Deloitte's US Wealth Accumulation Program, including 401(k) savings and profit-sharing defined contribution plans and cash balance defined benefit plans. You will oversee the work of a Manager and a Senior Specialist, coordinate with various internal and external stakeholder groups, and report to the Senior Manager, Wealth Accumulation Leader. Recruiting for this role ends on 12/3/2025. Specific responsibilities include:Leading, directing, and overseeing retirement plan operations and projects designed to comply with regulatory requirements, plan provisions, and legislative changes.Identifying and driving opportunities for continuous improvement and risk mitigation based on organizational objectives, stakeholder feedback, ongoing analysis of escalated cases, and knowledge of leading practices.Implementing and overseeing data controls and data cleanup activities across defined benefit and defined contribution data.Preparing and managing business continuity plans for critical plan operations and compliance activities.Developing strong partnerships with internal stakeholders (Finance, Payroll, Chief Investment Office, Technology, Office of General Counsel, etc.) to continually align priorities.Reviewing and approving defined benefit plan lump sum and annuity payments/funding, biweekly defined contribution plan payroll contributions, annual 401(k) match, and monthly invoices.Managing, reviewing, and approving reconciliations, reports, analyses, and corrections for ongoing processes and special projects. Ensuring accuracy of vendor interface files and system configuration and developing solutions to mitigate benefit administration issues.Overseeing the implementation of changes to plans and/or administrative procedures. Reviewing and approving business and technical specifications for requirements changes and advising the implementation and testing of systems and interfaces.Addressing complex escalations from individuals including stakeholders and plan participants, consulting with Office of General Counsel where appropriate. Speaking with employees and retirees as a final escalation point when standard call center and vendor channels have not addressed their needs.Providing counseling to management, partners, principals, directors, employees, and retirees regarding provisions of existing/new benefits, policies, and processes, as needed.Overseeing responses to internal and external audit requests.Overseeing compliance with provisions of the Employee Retirement Income Security Act (ERISA), including the preparation of reports and filings required by federal and state agencies.Managing the performance and development of team members.The Rewards, Recognition and Well-being (RRWB) People team guides the firm's mission of providing a distinctively Deloitte experience through comprehensive rewards that empower professionals to thrive mentally, physically, and financially - and live their purpose.Qualifications Required: Bachelor's degree or equivalent, 10+ years of experience in qualified and non-qualified defined contribution and defined benefit retirement administration, experience working with pertinent federal and state regulations, filing and compliance requirements both adopted and pending affecting employee benefit programs, including ERISA, DOL, and SECURE 2.0 requirements, experience analyzing HRIS system, payroll, and vendor integrations/interfaces, experience with MS-Office tools - Word, Excel, Access, Project, PowerPoint, Outlook, Teams, occasional travel up to six times per year may be required for in-person collaboration, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $113,100 to $208,300. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html EA_ExpHire All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.


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