Data Services Manager

About the role

The Data Manager is responsible for leading and managing the Data Conversion and Payroll teams that support data intake for Defined Contribution retirement plans. This role ensures the accurate, timely, and compliant onboarding and ongoing processing of client data, partnering closely with internal stakeholders to support operational excellence, system integrity, and exceptional client service.

Key Responsibilities

• Leadership & Team Management
  Lead, coach, and develop the Data Conversion and Payroll teams responsible for DC plan data intake.
  Establish clear performance expectations, provide ongoing feedback, and conduct performance reviews.
  Manage team capacity, workload prioritization, and resource allocation to meet service level commitments.
  Foster a culture of accountability, collaboration, and continuous improvement.

• Data Conversion & Payroll Operations
  Oversee end-to-end data conversion activities for new and transitioning Defined Contribution plans.
  Ensure accurate intake, validation, and processing of payroll files from plan sponsors and vendors.
  Maintain strong controls to ensure data integrity, completeness, and timeliness.
  Resolve complex data issues, discrepancies, and exceptions escalated by the team.
  Ensure adherence to plan provisions, regulatory requirements, and internal policies.

• Process Improvement & Operational Excellence
  Identify opportunities to streamline and standardize data intake, conversion, and payroll processes.
  Partner with technology, transformation, and project teams to support automation and system enhancements.
  Document and maintain procedures, controls, and best practices.
  Monitor key metrics, trends, and root causes to proactively address risks and inefficiencies.

• Stakeholder & Client Partnership
  Serve as a key point of contact for internal partners including Implementation, Relationship Management, Compliance, and Technology.
  Support client onboarding and ongoing service by ensuring accurate and timely data readiness.
  Communicate effectively with stakeholders regarding risks, timelines, and issue resolution.
  Contribute subject matter expertise to enterprise initiatives and cross-functional projects.

• Risk, Compliance & Quality
  Ensure compliance with ERISA, IRS, and Department of Labor requirements related to DC plan administration.
  Maintain strong quality assurance practices and internal controls.
  Support audits, testing, and remediation activities as required.

Skills & Qualifications

• Bachelor’s degree in related field; or any combination of education and experience, which would provide an equivalent background.
• Minimum 5+ years of related experience is required.
• Extensive project management experience with solid knowledge of the various retirement plans and subsequent provisions.
• Strong knowledge of Defined Contribution plans (401(k), 403(b), etc.) and associated data elements.
• Proven experience managing data conversions and payroll data intake.
• Excellent communication skills, including verbal, written, interpersonal and presentation.
• Proficient with computer software.
• Ability to analyze data, identify root cause, and provide and/or develop an appropriate solution for resolution.
• Prioritize multiple tasks and handle multiple priorities.
• Proactive problem-solving ability with solutions-oriented demeanor.
• Ability to work independently within a team and make decisions while considering client requirements.
• Ability to travel on occasion as needed.

Preferred Experience

• With large-scale data transformations or automation initiatives.
• Knowledge of recordkeeping systems and payroll file specifications.
• Project management or Lean/Six Sigma experience.