Job Description - Manager, Plan Onboarding and Retirement Plan Account Manager (240000LO)
Primary LocationOther LocationsOrganizationOrganization: Equitable
ScheduleSchedule: Full-time
Description
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Responsibilities include:
Management of Onboarding Specialists and Retirement Plan Account Managers within the Group Retirement Plan Services.Knowledge of Defined Contribution plans including 401k, 403b, 457 and 401a.Mentor and develop direct reports, providing coaching for their professional growth, and their ability to function as a team.Participate and lead intra and cross site initiatives for delivering the most efficient and effective customer service including interactions with the back-office vendor.Direct oversight and responsibility of team to ensure compliance with IRS, DOL, FINRA, SEC, and state regulations.Oversee and coach associates ensuring plan onboarding tracking and coordination is efficient and timely. Ensure resolution support with escalations and good order processing with plan set up requirements.Cultivate relationships with retail and 3rd party distribution partners to support division objectives.Attend conventions and meetings as required.Develop and maintain relationships with outside vendors and Group Retirement Executive Management as required.Handles escalated issues and provides guidance and training to Retirement Plan Account Managers and Onboarding Specialists.Recognized as a technical resource providing assistance to Associates and Managers.Coordinates and contributes to the research and resolve of complex casework.Handles escalated cases with minimal direction and supervision from Lead manager.Compiles data and provides analytics for as required for Management reporting.Responsible for assisting with developing and conducting Product training.Demonstrates a full understanding of the plan sponsor and their plan, the administration of the plan, the client's sensitivities, needs, and objectives. Understands the product, systems, and applicable IRS and DOL regulations.The base salary range for this position is $54,000 - $81,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Bachelor's degree or equivalent combination of education and work experience5+ years of experience within the Financial Services industryASPPA Retirement Plan Fundamentals course must be taken and passed within 6 months of hire datePreferred Qualifications: Experience with Defined Contribution Plan service or administrationProven leadership skills, demonstrates the ability to lead and motivate others to achieve resultsWorking knowledge and experience with Microsoft suite including Word, Excel and OutlookStrong decision-making skills and strong conflict resolution and negotiation skillsExceptional oral and written communication skillsSuperior customer service attitude and skillsWorks effectively, both individually and as a team memberASPPA Retirement Plan Fundamentals courseworkSkills: Coaching Others: Knowledge of coaching and mentoring concepts and methods; ability to encourage, motivate, and guide individuals in learning and improving effectiveness.
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions.
Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
ABOUT EQUITABLE
At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at ******** .
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