TAPS | Retirement Operations Manager – Remote EST / CST

This critical role is responsible for overseeing all aspects of retirement plan operations, ensuring smooth plan administration, accurate data management, and exceptional client service. This position will manage plan documentation, fees, compliance deadlines, and participant education initiatives, collaborating with internal teams for successful plan implementation and client service.

Essential Duties and Responsibilities (includes but is not limited to):

• Oversee the preparation of quarterly investment management documentation.
• Conduct regular fee analysis and benchmarking to ensure optimized plan performance.
• Develop comprehensive plan review meeting materials to facilitate client communication.
• Manage key dates and events for clients and advisors, including fund changes, notices, 5500 filings, and compliance deadlines.
• Lead the process of plan amendments and recordkeeper fund changes.
• Review and approve retirement plan invoices to ensure accuracy.
• Maintain and update fee and service agreements for plan sponsors.
• Manage new business and lost business processes, ensuring accurate submission and monitoring.
• Provide general support to advisors and clients, addressing inquiries and resolving administrative issues.
• Compile fund line-up proposals for clients, considering investment options and fees.
• Oversee communication related to fund or plan changes, keeping clients and advisors informed.
• Schedule and follow up on client meetings to ensure effective communication and relationship management.
• Coordinate RFP due diligence research to support new business initiatives.
• Plan and schedule participant education sessions, including enrollment meetings.
• Conduct research and develop communication materials to promote participant education initiatives.
• Manage reminders to clients regarding fiduciary and financial academy opportunities.
• Oversee the review and update of Salesforce data related to plan design, contacts, and marketing distribution.
• Manage and maintain personal and team productivity in Salesforce.
• Support the implementation of Workplace to Wealth strategies.

Qualifications, Skills and Requirements:

• Strong understanding of ERISA regulations and fiduciary best practices in the retirement plan industry.
• Demonstrated capacity to build and document processes and procedures.
• Excellent communication, presentation, and interpersonal skills.
• Experience with data analysis and reporting tools.
• Demonstrated ability to manage multiple tasks and projects effectively.
• Proactive and results-oriented approach to client service and business development.
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality, able to adopt new solutions and help respond to the impact of new systems.
• Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
• Regular and predictable attendance is required.
• Business travel up to 25%.

Education, Training and Experience:

• Bachelor’s degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience.
• 5+ years of experience in retirement plan operations or a similar role.