Director, Retirement Benefits Operations

1 week ago

Bothell, Washington, United States Zenith American Full time
Job Summary

We are seeking a highly skilled and experienced Director, Retirement Benefits to lead our Retirement Benefits team. The successful candidate will be responsible for directing the operations of Retirement Benefits for assigned locations or funds, in accordance with Company guidelines, client needs, and regulatory requirements.

Key Responsibilities
  • Leadership and Direction
    • Provide daily leadership and direction to multiple Retirement Benefits teams, consistent with Company values and mission.
  • Staff Development
    • Develop management and supervisory staff through performance management, goal setting, training, and effective employee relations.
  • Operational Oversight
    • Oversee the assignment, distribution, and monitoring of daily operations to ensure client needs and expectations are consistently met.
  • Policy and Procedure Development
    • Implement and monitor internal systems, policies, and procedures to ensure efficient and effective operations in accordance with Plan guidelines and regulatory requirements.
  • Financial Management
    • Oversee the management of expenses for assigned teams to ensure operations remain within budget parameters; determine and implement appropriate course correction when needed.
  • Client Services
    • Partner with Client Services to address and resolve services issues or escalations with clients.
  • Collaboration and Communication
    • Partner with other departments or teams to ensure efficient and accurate implementations or onboarding of new clients.
  • Reporting and Analysis
    • Provide regular reporting on operational metrics.
  • Board of Trustee Representation
    • Attend Board of Trustee meetings to provide retirement benefits updates as needed.
  • Presentation and Communication
    • May participate in presentations for new business or clients.
Requirements
  • Education and Experience
    • Bachelor's degree in a business-related field and 7 years of experience working in retirement benefits.
    • Or
    • High school diploma and 10 years of experience working in retirement benefits.
    • Five years of experience working in an operations management role.
  • Knowledge and Skills
    • Thorough knowledge of defined benefit plans, defined contribution plans, 401(k) plans, and benefits administration systems.
    • Thorough understanding of ERISA compliance or regulatory procedures.
    • Professional maturity with proven success nurturing internal and external relationships.
    • Proven ability to recruit, lead, and motivate a successful management team.
    • Excellent verbal and written communication skills, including interpersonal skills.
    • Aptitude for strategic thinking and experience executing process improvement measures.
    • Strong decision-making and organizational skills, with the ability to optimize the use of all available resources and deliver on multiple priorities.
    • Ability to effectively manage remote employees in diverse locations and regions.
    • Must be willing to travel as business dictates.
    • Computer proficiency, including Microsoft Office tools and applications.
  • Preferred Qualifications
    • Experience working in a third-party administrator or Taft-Hartley environment.
Working Conditions
  • Physical Demands
    • Prolonged periods of sitting at a desk and working on a computer.
    • Regular travel that may be overnight.
    • May be required to work remotely.
    • Must be able to lift up to 15 pounds at times.

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