Senior Manager Implementation

Empower Finance; Pateros; On-site; PHP 2,000,000 - 3,000,000; Full time

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

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Senior Manager Implementation oversees a team of Implementation Consultants who install new retirement plan sales. Interacts with internal and/or external high-level contacts to develop solutions to complex and difficult problems.

What you will do

• 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 appropriate staffing levels to projected volume with overtime/vacations and forecasting strategies, timely performance appraisals and salary/promotion/merit increase recommendations
• 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(s) sales and relationship/account managers, various internal departments, plan sponsors, financial advisers, third party administrators and/or prior providers
• Respond to partner representatives and clients (including advisors, consultants and third party administrators) with appropriate resolutions on escalated issues
• Discuss issues and trends with subordinates, peers and relationship management
• Ensure that conversion deadlines are met within the team and that workloads remain balanced through continuous review of staff volume
• Lead projects which are designed to improve processes that enhance client and/or staff experience
• Work with sales, relationship management and other operational and service teams on process optimization, shared metric accountability, service standards and overall partnership health
• Participate in finals presentations, site visits and RPF responses

What you will bring

• 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

What will set you apart

• Knowledge of specialized area of business
• Demonstrated leadership skills
• Excellent written and verbal communication skills
• Analytical and problem-solving skills

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.