Remote Senior Implementation Manager - Retirement Plans

Empower Enterprise Philippines, Inc.

Manila

Hybrid

PHP 800,000 - 1,100,000

Full time

3 days ago
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Job summary

Empower Enterprise Philippines, Inc. is seeking an experienced leader to oversee a team of 6–15 associates responsible for installing new retirement plan sales.

The role includes staff training, mentoring, and managing staffing levels to forecast demand, with attention to overtime, vacations, and performance reviews. The candidate should have 7 years of related work experience and 2–3 years in management, deep knowledge of the retirement industry, IRS/DOL reporting, and regulatory compliance,

Qualifications

  • Bachelor’s degree or related work experience.
  • 7 years related work experience and 2-3 years management experience.
  • In-depth knowledge of the retirement industry, recordkeeping systems, plan document/provisions.
  • In-depth IRS/DOL reporting knowledge.
  • In-depth regulatory compliance knowledge.
  • Must be fluent in English.
  • Must be available to work overnight hours.
  • FINRA fingerprinting required.

Responsibilities

  • Oversee a team of 6 - 15 associates responsible for the installation of new retirement plan sales.
  • Staff training, mentoring, quality standards, reporting, disciplinary action, motivation, managing managers to identify staffing levels to projected volume with overtime/vacations and forecasting strategies.
  • Ensure that quality assurance, survey results and gain loss standards are upheld with direct reports.
  • Provide change management leadership to new product offerings, process changes, regulatory requirements and service model enhancements.
  • Perform conference calls and consult on incoming work with various client contacts including partner sales and relationship/account managers and plan sponsors.
  • Respond to partner representatives and clients with appropriate resolutions on escalated issues.
  • Discuss issues and trends with subordinates, peers and relationship management.
  • Ensure conversion deadlines are met within the team and workloads stay balanced.
  • Lead projects to improve processes that enhance client and staff experience.
  • Work with sales and other teams on process optimization, shared metrics and service standards.

Skills

7 years related work experience and 2-
English fluency
Overnight shift availability
FINRA fingerprinting

Education

Bachelor’s degree or related work experience

Job description

Empower Enterprise Philippines, Inc. is seeking an experienced leader to oversee a team of 6–15 associates responsible for installing new retirement plan sales.

The role includes staff training, mentoring, and managing staffing levels to forecast demand, with attention to overtime, vacations, and performance reviews. The candidate should have 7 years of related work experience and 2–3 years in management, deep knowledge of the retirement industry, IRS/DOL reporting, and regulatory compliance,

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