Manager, Pension

Position Summary

The Manager, Pension manages daily operations of multiple teams in accordance with Company guidelines, client needs, and regulatory requirements.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Key Duties and Responsibilities


* Provides daily leadership and supervision to team consistent with management values and mission .


* Assigns, distributes, and monitors quality and quantity of work produced, ensuring employees are held accountable for consistently meeting quality and production requirements.


* Develops staff through performance management, goal setting, training, and effective employee relations.


* Communicates and implements changes in policies, procedures, and Plan guidelines.

Ensures applicable training is delivered to support operational execution.


* Oversees the processing of retirement benefit applications, calculations, and payments in accordance with Plan documents and regulatory requirements.


* Conducts unit meetings on a regular basis to discuss updates and changes that affect operations such as new procedures, policies, or updates to Plan guidelines.


* Provides status and production reports on processing metrics or applications status, as needed.


* May perform final quality review of unusual or complicated retirement benefit calculations and balancing of monthly benefit payments.


* May assist in the resolution of escalated calls or questions.


* May attend Board of Trustee meetings to provide operational updates.


* Performs other duties as assigned.

Minimum Qualifications


* High school diploma or GED.


* Five years of experience working in retirement benefits.


* Two years of experience in an operations supervisory role.


* Working knowledge of defined benefit plans, defined contribution plans, 401(k) plans and benefits administration systems.


* Exceptional team player with the confidence and integrity to earn client and internal team confidence quickly.


* Proven ability to recruit, lead, and motivate a team to balance staffing strength with profitability and growth.


* Excellent verbal and written communication skills, including interpersonal skills.


* Exceptional analytical and problem resolution skills; ability to exercise independent, sound judgment.


* Strong decision-making and organizational skills, with an attention to detail and the ability to optimize 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


* College degree in a business-related field.


* Experience working in a third-party administrator or Taft-Hartley environment.


* Understanding of E...