Cetera Financial Group

Team Leader of Retirement Plan Administration

Cetera Financial Group$95K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years in Defined Contribution Plan Administration
  • 3+ years in a People Manager role
  • Exceptional organizational skills
  • Ability to thrive in fast-paced environments
  • Strong problem-solving capabilities

Responsibilities

  • Train and onboard new hires on procedures and software
  • Mentor team members for career advancement
  • Monitor and track team workflow
  • Act as the first escalation point for compliance issues and complaints
  • Conduct monthly one-on-one meetings with team members
  • Manage a smaller caseload of plans for administration and compliance

Benefits

  • Hybrid work model based in Dallas, TX
  • Opportunity for professional growth and mentorship
  • Performance-based bonus structure
  • Supportive team environment
  • Focus on improving operational procedures
Full Job Description
Job Description

We are currently seeking to add a Supervisor, Retirement Plan Consultant to our growing team. This is a hybrid role in our Dallas, TX office.

What will you do:
  • Train New Hires on procedures and software as needed.
  • Mentoring team members to promote career growth.
  • Responsible for tracking the workflow for team members.
  • First point of escalation for team members regarding compliance issues or complaints
  • Monthly One on One meetings with team members.
  • Maintain a smaller caseload of assigned plans for administration and compliance work.


What you need to have:
  • At least 6 years of Defined Contribution Plan Administration experience.
  • At least 3 years of People Manager experience.
  • Strong organizational skills, able to work independently in a fast-paced environment to meet deadlines while maintaining attention to detail.
  • Strong problem-solving skills in order to ensure the client experience is smooth throughout the entire annual compliance cycle.
  • Help evaluate and improve operational procedures.


Compensation:

The base annual salary range for this role is $95,000 to $115,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

#LI-Hybrid

About Cetera Financial Group

Cetera Financial Group is a network of independent broker-dealer firms that provide financial advice to individuals and small businesses. The company was founded in 2010 and is headquartered in El Segundo, California. Cetera Financial Group offers a range of services, including investment advice, financial planning, and insurance products. The company has over 8,000 financial advisors and manages over $200 billion in assets.
Learn more about Cetera Financial Group
Size
8,000 employees
Industry
Founded
2010

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