Pension Outsourcing Pension Payroll - Associate Manager

Overview

This role supports the full range of retirement administration activities, with primary focus on pension payroll and related processes. You will serve as a team leader and subject matter expert for both internal teams and clients, troubleshooting issues, creating client deliverables, contributing to client management, and participating in the development of new intellectual capital.

Responsibilities

• Enhance knowledge of all aspects of retirement plan administration.
• Deliver superior, consistent client management and deliverables in support of a Director for assigned clients.

Staffing and Talent Development

• Lead/manage training on payment workstream concepts for new and seasoned team members.
• Mentor junior team members to ensure understanding of workstream methods and concepts.
• Provide positive and constructive feedback to support team development.
• Assist with team development and development plans.

Workflow and Escalation Management

• Manage completion of required processes or checklists (e.g., Trust SOP for payment workstream).
• Manage daily team workflow and adherence to contract SLAs.
• Assist Operations Managers with escalations; collaborate with the team to update documentation and the Knowledgebase, and provide training as needed to minimize escalations.
• Lead the client team workstream on technical and monthly processing matters as needed.
• Lead internal workstream team meetings.
• Lead client/vendor meetings related to pension payroll topics.
• Verify complex payments to ensure data integrity of the cyclical payment process.
• Ensure monthly reconciliation activities are completed within applicable deadlines.
• Assist with and/or attend client meetings as applicable.

Standardization

• Lead maintenance and alignment of internal/external process documentation with excellence and administration standards.
• Lead adoption of off-system tools and updates as necessary.
• Ensure product updates are implemented timely and teams follow standard procedures.

Qualifications

Required

• 5+ years of experience in administration of defined benefit plans, preferably gained in a benefits consulting environment.
• Experience consulting on pension administration projects and/or systems, including interaction of data, software, administration outputs, and processes in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations.
• Solid understanding of pension and broader benefit plan design.
• Functional or industry knowledge/experience in applying technology to address human resource needs such as HRIS/payroll system integration, pension plan administration, health and welfare plan administration, employee self-service, and pension payroll administration.
• Ability to work on a multifaceted team (administration, technology, and service center) with competing projects, deliverables, and priorities, including client implementations and one-time special project work.
• Strong interpersonal and client management skills.
• Excellent written and verbal communication skills.
• Strong analytical, integrative, problem-solving, and project management skills.
• Strong organizational abilities and flexibility to work in a performance-driven environment.
• Bachelor’s degree or equivalent in business, benefits administration, or related field; CEBS designation or actuarial training a plus.
• Ability to travel and work extended hours as needed.

Compensation & Benefits

Compensation

• Base salary range: $65,000–$90,000 USD per year.
• Eligible for an annual short-term incentive bonus.

Base salary compensation range and benefits information are included in accordance with requirements of various state/local pay transparency legislation. Base salaries may vary for different individuals in the same role based on location, individual competencies, education/professional certifications, qualifications/experience, performance, and potential for revenue generation.

Benefits (eligibility requirements apply)

• Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources.
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave).
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.

Additional Information

• Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, qualified applicants with arrest and conviction records will be considered.
• Visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
• This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
• EOE, including disability/vets.