Pension Outsourcing Calculation- Associate Manager

About the role

In this challenging role as a Pension Outsourcing Benefits (Calculation)- Associate Manager, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities.

Responsibilities

• Enhance your knowledge of all aspects of retirement plan administration
• Enjoy a well-defined career path with opportunities for growth and advancement
• Leverage the most cutting-edge tools and resources and some of the world’s experts in retirement plan design, management and pension administration
• Deliver superior, consistent client management and deliverables in support of a Director for assigned clients:
• Serve as primary, daily contact to clients on delivery of calculation related issues services and raise appropriate issues to Directors
• Interface with colleagues from other practices and regions on assignments that reflect the client’s broader business issues
• Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
• Manage a diverse set of pension administration services individually and through team initiatives
• Review complex pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations (e.g. transfers, QDRO’s)
• Review pension benefit commencement packages
• Ensure that work of self and team is delivered in accordance with professional and work excellence standards
• Deliver formal and informal process training to both team members and client contacts

Qualifications

• Bachelor’s degree or prior benefits administration experience required.
• 5 or more years’ of calculation experience in administration of defined benefit plans, preferably gained in a benefits consulting environment; experience in implementation of pension outsourcing processes a plus
• Must have experience collaborating with other colleagues in different countries
• Excellent written and verbal communication skills
• Proven experience successfully managing multiple team projects simultaneously and producing quality deliverables on time and within budget
• Experience mentoring and developing junior staff
• Demonstrated success in managing client issues and relationships with some experience in growing relationships with current clients
• Strong interpersonal and team skills
• Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
• Proficient in Microsoft Office Excel
• Able to work independently and on client teams in a fast-paced environment
• Self-motivated
• Able to travel and work extended hours as needed.

Compensation and Benefits

• Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
• The base salary compensation range being offered for this role is $65,000-$90,000 USD per year.
• This role is also eligible for an annual short-term incentive bonus
• Company Benefits:
  • Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources.
  • Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off
  • Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.

Additional Information

Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

EOE, including disability/vets