Lead 401(k) Plan Services & Compliance Manager

T Bank N.A.; Dallas (TX); Hybrid; USD 80,000 - 110,000; Full time

Job summary

A national banking institution in Dallas is seeking a Participant Directed Plan Services Manager to oversee the 401(k) Recordkeeping team. You will manage daily operations and ensure compliance while mentoring staff. The ideal candidate has 5-7 years of relevant experience, strong leadership, and a thorough understanding of 401(k) regulations. This position will require an in-office presence initially but may allow for limited remote flexibility after training.

Qualifications

• 5-7 years in 401(k) recordkeeping or related plan administration experience.
• Minimum 3 years in a supervisory or managerial role.
• Strong understanding of 401(k) regulations and industry standards.

Responsibilities

• Supervise and develop a team of 401(k) recordkeeping specialists.
• Ensure accurate processing of plan transactions.
• Monitor team performance and provide training.

Skills

Leadership

Analytical skills

Communication

Problem-solving

Attention to detail

Education

Bachelor’s degree in finance or business administration

Advanced degree or relevant certifications (e.g., QKA, QPA, CPC)

Tools

Recordkeeping systems software

Job description

A national banking institution in Dallas is seeking a Participant Directed Plan Services Manager to oversee the 401(k) Recordkeeping team. You will manage daily operations and ensure compliance while mentoring staff. The ideal candidate has 5-7 years of relevant experience, strong leadership, and a thorough understanding of 401(k) regulations. This position will require an in-office presence initially but may allow for limited remote flexibility after training.