Senior Implementation Leader, Retirement Plans

Empower Finance

Pateros

On-site

PHP 2,000,000 - 3,000,000

Full time

14 days+

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Job summary

Empower Finance in Metro Manila is seeking a Senior Manager Implementation to lead a team of 6–15 associates responsible for installing new retirement plan sales. You will mentor staff, manage performance, and ensure adherence to quality standards while coordinating with client contacts.

You will drive change management for new products, regulatory requirements, and service model enhancements. You will collaborate with sales, relationship management and other operations teams to optimize

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 and forecasting strategies.
  • Ensure 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 client contacts including partner sales and relationship managers, plan sponsors, advisers, and third party administrators.
  • Respond to partner representatives and clients with appropriate resolutions on escalated issues.
  • Lead projects to improve processes that enhance client and staff experience.
  • Work with sales, relationship management and other teams on process optimization and service standards.

Skills

Team leadership
Mentoring
Project management
Communication
Change management

Education

Bachelor's degree

Tools

Retirement plan recordkeeping systems
IRS/DOL reporting
FINRA fingerprinting

Job description

Empower Finance in Metro Manila is seeking a Senior Manager Implementation to lead a team of 6–15 associates responsible for installing new retirement plan sales. You will mentor staff, manage performance, and ensure adherence to quality standards while coordinating with client contacts.

You will drive change management for new products, regulatory requirements, and service model enhancements. You will collaborate with sales, relationship management and other operations teams to optimize

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