POSITION SUMMARYProvides leadership for operations supporting a range of retirement plan products serviced by Everence, including Mennonite Retirement Trust and other ERISA and non-ERISA retirement plans. Responsible for escalated service projects and serving as a liaison with external service providers. Serves as an internal expert on retirement products, advice, and regulation, responding to Everence financial consultants' and clients' service needs. Responsible for internal and external communications regarding retirement plans.
RESPONSIBILITIES AND DUTIES- Provide strategic and day-to-day operational leadership for listed products and services.
- Serve as the operations liaison between Everence and its key retirement plan service providers.
- Maintain appropriate retirement plan operations systems, disciplines, and management reporting tools.
- Serve as the operations lead and subject-matter expert for the listed products.
- Maintain a close working relationship with internal and external stakeholders who support financial services products, particularly with internal legal counsel and senior compliance professionals.
- Participate in the development of new products and services as needed.
- Build and maintain internal and external communications for retirement plan products.
QUALIFICATIONSEducation:
College graduate
Experience:
- Operations experience in the financial services/retirement plan industry
- Experience implementing operational processes for federal- and state-regulated retirement products
- At least five years of experience in financial services operations related to retirement plans
Skills and Abilities:
- Background in retirement products and operations
- Ability to take initiative, work independently, and collaborate with others
- Leadership ability with attention to detail
- Strong working knowledge of the Microsoft Office Suite and an aptitude for learning job-specific software applications
- Strong written and oral communication skills, including the ability to read, understand, and convey technical information clearly and concisely
- The ability to handle multiple projects
- Strong customer service skills
- Possess or be willing to obtain professional certifications
SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time
