Retirement Plan Manager

Guardian Life Insurance; Belém; Híbrido; BRL 533 000 - 875 000; Tempo integral

Resumo da oferta

Guardian Life Insurance is seeking a Retirement Plan Manager to lead governance, risk management, and program design across qualified and non-qualified retirement plans. The role collaborates with internal and external partners to ensure compliance, efficiency, and strong participant experience.

The candidate will drive strategy, oversee vendor relationships, and support retirement operating model improvements and digital enhancements in a regulated environment.

Qualificações

• Bachelor’s degree or equivalent experience.
• 8+ years of experience in retirement plan administration, governance, fiduciary support, consulting, or retirement program management.
• Deep expertise in qualified and non-qualified retirement plans, including defined benefit, defined contribution, and executive retirement programs.
• Strong knowledge of ERISA fiduciary requirements, Internal Revenue Code retirement plan provisions, and retirement governance practices.
• Proven ability to implement plan design changes and new programs while mitigating operational risks and managing participant communications.
• Experience supporting retirement governance activities, committee support, and regulatory compliance efforts.
• Experience reviewing and implementing operating model improvements within a highly regulated environment.
• Experience supporting complex vendor relationships and influencing service provider performance.
• Proven ability to identify, assess, and manage operational, compliance, and fiduciary risk.
• Advanced analytical and Excel skills.

Responsabilidades

• Support management in plan design reviews and evaluation of new programs by preparing materials, reports, analyses, and recommendations.
• Evaluate retirement program effectiveness through benchmarking, market analysis, participant outcomes, and regulatory developments to identify enhancement opportunities.
• Support participant engagement through strategic review and planning.
• Lead implementation of new programs by developing end-to-end processes that are fit for purpose for Guardian’s plans.
• Use technology to streamline operations, increase efficiency, and improve accuracy.
• Coordinate and oversee nondiscrimination testing, regulatory filings, audits, annual limits, and other compliance requirements with partners.
• Serve as a key contact supporting vendor relationships and governance reviews.
• Support retirement communications to improve participant engagement and readiness.
• Support operating model improvements and automation initiatives.

Conhecimentos

Retirement plan governance

Fiduciary risk management

Vendor management

Analytical skills

Microsoft Excel

Formação académica

Bachelor’s degree or equivalent experience

Ferramentas

Microsoft Excel

Project management software

Descrição da oferta de emprego

Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a motivated individual to join our team as a Retirement Plan Manager.

This role will support the governance, compliance oversight, and strategic management of the company’s qualified and non-qualified retirement programs, including defined contribution, defined benefit, and executive retirement plans. Additionally, supports the retirement plan operating model, governance framework, fiduciary oversight processes, vendor management strategy, and administration oversight. The Manager will partner with internal stakeholders and external service providers to help ensure operational excellence, regulatory compliance, effective risk management, and strong participant experience.

The successful candidate will combine deep retirement plan expertise with strong business judgment, and continuous improvement capabilities to help evolve Guardian’s retirement programs and support long-term organizational objectives and design reviews and lead implementation of new programs.

You will

Retirement Strategy, Plan Design and Project Management

• Support management in plan design reviews and evaluation of new programs by preparing materials, reports, analyses, and recommendations.
• Evaluate retirement program effectiveness through benchmarking, market analysis, participant outcomes, and regulatory developments to identify enhancement opportunities.
• Support participant engagement through strategic review and planning.
• Lead implementation of new programs by developing end-to-end processes that are fit for purpose for Guardian’s plans.

Retirement Plan Governance, Compliance & Risk Management

• Use technology, where applicable, to streamline operations, increase efficiency, and improve accuracy.
• Support consistent operational controls, governance practices, and risk management standards across all retirement plans. Identify, assess, and mitigate operational, compliance, fiduciary, and participant risks.
• Maintain robust operational documentation, controls, standard operating procedures, and evidence of oversight activities.
• Lead remediation efforts related to operational issues, audit findings, compliance exceptions, escalations, and data integrity concerns across all plans.
• Coordinate and oversee nondiscrimination testing, regulatory filings, audits, annual limits, and other compliance requirements in partnership with service providers and internal partners.
• Support alignment among plan documents, Summary Plan Descriptions, administrative practices, and operational procedures across all retirement plans.

Vendor & Fiduciary Service Management

• Serve as a key contact supporting vendor relationships for retirement plan service providers, including recordkeepers, administrators, consultants, auditors, custodians, and fiduciary service providers.
• Support vendor governance reviews, performance evaluations, issue resolution, corrective action plans, and service delivery improvements.
• Evaluate vendor capabilities, service models, fees, controls, and participant outcomes to support strategic decision‑making.
• Support vendor sourcing, transitions, implementations, and operating model changes, as needed.
• Monitor vendor performance against agreed-upon service standards and identify opportunities for continuous improvement.

Participant Experience & Communications

• Support the development and execution of retirement communication strategies designed to improve participant engagement, financial wellness, and retirement readiness.
• Partners with recordkeepers and service providers to evaluate participant behaviors, communication effectiveness, and service outcomes.
• Identify opportunities to enhance participant education, digital capabilities, and overall retirement planning experience.

Enterprise Partnership & Transformation

• Serve as a retirement subject matter expert for internal stakeholders.
• Support retirement‑related operating model improvements, process transformations, and implementation of new services.
• Support automation, analytics, AI‑enabled solutions, and process simplification initiatives to improve efficiency and strengthen controls.
• Support strategic retirement initiatives, vendor RFP and transitions, and long‑term retirement program evolution aligned with organizational priorities.

You are

• A strategic retirement professional with proven expertise across defined benefits, defined contribution, and non‑qualified retirement plans.
• Able to lead projects that implement new services and programs, collaborate effectively with stakeholders, and contribute insights to leadership.
• An innovative thinker who continuously seeks opportunities to improve participant outcomes, strengthen controls, and simplify operations.
• Able to support risk management and compliance requirements related to fiduciary obligations, regulatory compliance, participant experience, and business objectives.
• A collaborative team member who can translate complex retirement concepts into actionable business recommendations.
• Capable of managing multiple priorities across retirement plans in a fast‑paced environment with minimal supervision.

Required Qualifications

• Bachelor’s degree or equivalent experience.
• 8+ years of experience in retirement plan administration, governance, fiduciary support, consulting, or retirement program management.
• Deep expertise in qualified and non-qualified retirement plans, including defined benefit, defined contribution, and executive retirement programs.
• Strong knowledge of ERISA fiduciary requirements, Internal Revenue Code retirement plan provisions, and retirement governance practices.
• Proven ability to implement plan design changes and new programs while mitigating operational risks and managing participant communications.
• Experience supporting retirement governance activities, committee support, and regulatory compliance efforts.
• Experience reviewing and implementing operating model improvements within a highly regulated environment.
• Experience supporting complex vendor relationships and influencing service provider performance.
• Proven ability to identify, assess, and manage operational, compliance, and fiduciary risk.
• Advanced analytical and Excel skills.

Preferred Qualifications

• Experience in a large corporate or financial services environment.
• Experience implementing fiduciary service arrangements or retirement operating model transformations.
• Experience supporting pension risk management and retirement technology modernization initiatives.

Location

• Hybrid - 3 days in office located in Hudson Yards, NYC; Holmdel NJ; Stamford CT or Bethlehem PA. 2 days WFH.

Salary Range:

$103,450.00 - $169,960.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well‑being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits. Benefits apply to full‑time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual’s known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian Life is not currently or in the foreseeable future sponsoring employment‑based visas (e.g., such as an H‑1B). In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future.

Notice Regarding Guardian’s Use of Artificial Intelligence in Recruitment

As part of Guardian’s job application process, Guardian may use artificial intelligence tools (“AI Tools”) to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian’s jobs website (Careers at Guardian at https://www.guardianlife.com/careers). At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.

Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian’s use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to [e-mail], making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian’s document retention policy, a copy of which you may request via [e-mail].

Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here.

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.