Defined Contribution Services Manager

Socket.dev; Salt Lake City (UT); On-site; USD 85,000 - 110,000; Full time

Job summary

Utah Retirement Systems is seeking a seasoned supervisor for the Defined Contribution department in Salt Lake City. You will lead a team handling withdrawals, loans, rollovers, and participant communications while ensuring compliance and quality service.

The role requires a Bachelor’s degree in a related field and 3 years of pension/defined contribution experience, plus preferred certifications (CFP/CPA/CEBS/CRC/QKA). Strong leadership and communication skills are essential.

Qualifications

• Bachelor's degree in business administration, accounting, finance or a related field; and three (3) years of pension and/or defined contribution plans or related experience; or an equivalent combination of education or experience.
• CFP, CPA, CEBS, CRC, QKA certifications are preferred.
• Required technical skills include the working knowledge and ability of: Computer operations and technical software applications.
• Required mathematical skills include working knowledge of: Calculating figures and amounts such as interest, rates of return, and percentages.
• Required retirement knowledge includes: Considerable knowledge of purposes, principles and theory of 401(k), 457, Traditional IRA, and Roth IRA savings plans.
• Must possess excellent communication skills: Ability to read, analyze, and interpret common technical reports, policy, and legal documents.
• Must have the ability to: Motivate staff, establish effective working relationships, manage deadlines, work in team and independently.

Responsibilities

• Supervises the day-to-day operations of the Defined Contribution Specialists team and monitors work flow to assure timely completion.
• Trains, directs and manages staff in the processing of withdrawals, loans, distributions, and transfers.
• Assists and makes recommendations in evaluating worker performance, job retention, advancement, discipline and discharge; participates in recruitment and selection of new hires.
• Monitors the ACD and web site to ensure systems are operating properly, and information on the web site is current and correct.
• Educates plan participants regarding plan provisions and provides telephone and walk-in customer service.

Skills

Computer operations

Microsoft Office

Workflow imaging

Communication skills

Team leadership

Education

Bachelor's degree in business/finance

CFP CPA CEBS CRC QKA certifications preferred

Job description

Utah Retirement Systems is seeking a seasoned supervisor for the Defined Contribution department in Salt Lake City. You will lead a team handling withdrawals, loans, rollovers, and participant communications while ensuring compliance and quality service.

The role requires a Bachelor’s degree in a related field and 3 years of pension/defined contribution experience, plus preferred certifications (CFP/CPA/CEBS/CRC/QKA). Strong leadership and communication skills are essential.