Sr Mgr Conversion Records

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Responsible for the oversight and management of a team responsible for the conversion and implementation of participant plan data of new clients. Provides participant review and coordination for large, mega, not-for-profit and government defined contribution plans. Requires extensive knowledge of defined contribution benefit recordkeeping systems along with defined benefit plan provisions and Empower service offerings. Must be capable of developing and maintaining relationships between interdepartmental teams and providing oversight and project leadership to assigned plans. Incumbent is accountable for the successful transfer of participant plan data into the Empower production environment.

ESSENTIAL FUNCTIONS

• Hire, train, coach, mentor and provide feedback to a team of 10 Implementation Analysts, including all aspects related to performance management.
• Monitor production and capacity levels of team, balancing overtime and time off requests to maintain service standards.
• Responsible for the resolution of complex escalations associated with assigned plans as necessary
• Obtain and document knowledge of new processes or capabilities impacting Empower services.
• Responsible for analyzing the internal record keeping platform (EASY) along with prior record keeper files and recommending enhancements to management and project teams to create efficiencies relative to production level processes and result in an enhanced client experience from a total implementation perspective.
• Accountable for the independent review of participant data received via prior client reporting documents
• Execute and distribute both internally and externally, Service Level Agreement and Plan Production Timing reports for the purpose of communicating data management opportunities to the client while also insuring that intended processes are executed as expected and operational refinement needs are identified.
• Recommend and adhere to documented project plan procedures designed to minimize market risks and gain/loss errors across the Implementation organization.
• Strong knowledge of regulatory compliance and defined contribution plan documents is required.

QUALIFICATIONS

• Bachelor's Degree in Business or related field preferred
• FINRA Fingerprinting required.
• 5-7+ years Implementation or related work experience
• 5 Years prior management experience is preferred.
• Proficient knowledge of custom investments is preferred.
• Proficient user of Excel with knowledge of formulas and VLOOKUP functionality
• Strong knowledge of internal record keeping system preferred
• Strong knowledge of regulatory compliance and defined contribution plan documents is required.
• Excellent written and verbal communication skills
• Strong attention to detail required
• Excellent time management and the ability to lead

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks
listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.