Retirement Plan Document/Design Manager

About the role

This role offers the opportunity to lead a specialized retirement plan documentation team while helping clients achieve their long-term financial goals. You will combine technical expertise in retirement plan design with people leadership, operational improvement, and client-focused problem solving. The position plays a key role in ensuring accurate plan administration, regulatory alignment, and high-quality service delivery. Working closely with compliance teams, internal stakeholders, and clients, you will help shape processes that improve efficiency and consistency. This is a leadership-focused opportunity for someone who enjoys mentoring teams, managing complex projects, and providing expert guidance. You will contribute to a collaborative environment that values innovation, continuous improvement, and meaningful client relationships.

Accountabilities

• Lead and develop a team of retirement plan document professionals through coaching, mentoring, performance guidance, and ongoing support.
• Manage team priorities, workload distribution, and project execution to ensure accurate, timely, and high-quality deliverables.
• Oversee complex plan document projects, including restatements and process initiatives impacting retirement plan operations.
• Monitor team performance, identify training needs, and partner with leadership on development plans, recognition, and performance management.
• Provide expert guidance on retirement plan provisions, document interpretation, and operational application.
• Support internal and external escalations by analyzing issues, recommending solutions, and coordinating timely resolutions.
• Collaborate with compliance, operations, and cross-functional teams to maintain service standards and regulatory requirements.
• Participate in audits, process reviews, procedure updates, and implementation of operational improvements.
• Support onboarding and training initiatives to strengthen team capabilities and knowledge sharing.
• Identify opportunities to improve workflows, increase efficiency, and enhance the overall client experience.

Requirements

The ideal candidate brings strong retirement plan expertise, leadership capabilities, and a commitment to operational excellence. This professional should be comfortable managing competing priorities, solving technical challenges, and building strong relationships with internal and external partners.

• Bachelor's degree in business, finance, or a related field, or equivalent professional experience.
• Demonstrated leadership experience through direct management, mentoring, coaching, or peer guidance in a collaborative environment.
• Strong knowledge of retirement plan documents, provisions, interpretation, and administrative requirements.
• QKA (Qualified 401(k) Administrator) credential strongly preferred, or equivalent retirement plan expertise with willingness to pursue certification.
• Experience managing projects, process improvements, or operational initiatives.
• Strong organizational skills with the ability to prioritize multiple deadlines and stakeholder needs.
• Excellent written and verbal communication skills with the ability to explain complex concepts clearly.
• Ability to interpret technical documentation, analyze issues, and resolve complex problems.
• Strong relationship-building skills with clients, internal teams, and business partners.
• Proficiency with Microsoft Office products and business productivity tools.
• Self-directed work style with the ability to make decisions and manage priorities independently.

Benefits

• Competitive compensation package with a base salary range of approximately $95,000-$105,000, based on experience.
• Potential bonus and/or incentive opportunities.
• Comprehensive benefits package including medical, dental, vision, life insurance, and long-term disability coverage.
• Retirement savings benefits including 401(k) and employee stock ownership opportunities.
• Generous paid time off programs, including flexible time off, company holidays, parental leave, and bereavement leave.
• Professional development resources, training opportunities, and career advancement support.
• Access to financial wellness tools, expert guidance, and employee discounts on products and services.
• Opportunities to support local communities through paid volunteer time and donation matching programs.
• Collaborative work environment focused on integrity, innovation, continuous improvement, and employee growth.