Manager of Retirement Product Services

Alta Trust Company; Lone Tree (CO); On-site; USD 120,000 - 170,000; Full time

Job summary

Alta Trust Company seeks a Manager of Retirement Product Services to lead our collective investment trust, group trust and unitized managed accounts business. You will guide strategy, operations and client service for retirement products, working with recordkeepers, custodians and asset managers.

The ideal candidate has extensive retirement-industry experience, strong leadership and a client-centric approach, with the ability to drive growth and ensure high-quality service across our vendor

Qualifications

• Bachelor’s degree in Finance, Business Administration, or related field, or equivalent retirement-industry experience.
• Professional retirement credentials preferred (QKA, QKC, QPA, CPC, CIMA).
• Eight+ years in retirement industry, with at least 3 years of leadership.
• Experience coordinating with recordkeepers, custodians, asset managers and other providers.
• Ability to lead and develop staff while managing daily operations.
• Deep knowledge of retirement plans (401(k), 401(a), 403(b), IRA, pensions).

Responsibilities

• Oversee day-to-day administration of collective investment trusts, group trusts, and unitized accounts.
• Manage fund launches, onboarding, account establishment and service-provider coordination.
• Serve as primary operational contact for recordkeepers, custodians and asset managers.
• Develop and maintain operating procedures, controls and risk-management measures.
• Own and resolve client-service issues promptly.

Skills

Leadership

Client relations

Strategic thinking

Communication

Analytical

Team development

Travel

Education

Bachelor’s degree in Finance, Business Administration, or related field

QKA, QKC, QPA, CPC, CIMA credentials

Job description

We are seeking an individual with experience working with retirement plans, investment products, and asset managers.The Manager of Retirement Product Services will lead and oversee our collective investment trust, group trust and unitized managed account business, ensuring that our clients receive the highest quality of service and support. This role requires a strategic thinker with deep knowledge of retirement plans, Collective Investment Trusts, working with record keepers, custodians, asset managers, and other vendors. The ideal candidate will have strong leadership skills, a customer-centric mindset, and the ability to drive growth in our retirement services.

DUTIES AND RESPONSIBILITIES

• Daily Operations and Workflow Management: Oversee and actively participate in the day-to-day administration of collective investment trusts, group trusts, unitized managed accounts, and other retirement investment products. Manage team workloads, establish priorities, monitor deadlines, and ensure operational responsibilities are completed accurately and timely.
• Product Implementation and Lifecycle Management: Manage new fund launches, client and plan onboarding, account establishment, investment manager and service-provider coordination, operational changes, and fund or client terminations.
• Vendor and Industry Coordination: Serve as a primary operational contact for recordkeepers, custodians, asset managers, transfer agents, auditors, administrators, legal counsel, and other service providers.
• Controls and Procedures: Develop, document, and maintain operating procedures, service standards, quality-control reviews, escalation protocols, and risk-management controls in partnership with legal and compliance.
• Issue Resolution: Take ownership of operational and client-service issues, coordinate the appropriate internal and external resources, and ensure matters are resolved and communicated promptly.

SUPERVISORY RESPONSIBILITIES

• Directly supervises (# of employees) within the Retirement Product Services department.
• Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.
• Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

QUALIFICATIONS

• Bachelor’s degree in Finance, Business Administration, or related field or a equivalent combination of education and relevant retirement-industry experience.
• Professional credentials such as QKA, QKC, QPA, CPC, CIMA, or similar retirement or investment-industry designations are preferred
• Eight or more years of experience within the retirement industry, preferably with a recordkeeper, custodian, trust company, asset manager, or retirement-product provider. Minimum of 3 years of experience managing a team.
• Experience coordinating with recordkeepers, custodians, asset managers, transfer agents, administrators, auditors, legal counsel, and other third-party service providers.
• Demonstrated ability to operate as a player-coach by managing and developing employees while remaining actively involved in daily operations and issue resolution.
• In-depth knowledge, retirement plans, including 401(k), 401(a), 403(b), IRA, pension plans, and other retirement solutions.
• Proven experience in a leadership role, managing teams, and driving business growth.
• Excellent communication and interpersonal skills, with the ability to build strong client relationships, and represent the firm at industry events.
• Strong analytical and problem-solving abilities.
• Familiarity with regulatory requirements and compliance in the retirement industry.
• Willingness and ability to travel approximately 10%–20% and attend occasional industry or client events outside normal business hours.

COMPENTENCIES

• Attention to Detail - Supplies an exceptional level of accuracy and thoroughness; identifies inconsistencies; verifies calculations; ensures compliance with industry standards.
• Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
• Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures.
• Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
• Leadership / People Management mentors and develops team members; delegates effectively; sets clear expectations and holds the team accountable; balances hands-on work with team oversight.
• Client Service / Relationship Management responds to client needs promptly and professionally; manages expectations; builds trust with clients and partners

PHYSICAL DEMANDS AND THE WORK ENVIRONMENT

• Frequently required to stand
• Occasionally required to walk
• Frequently required to sit
• Continually required to utilize hand and finger dexterity
• Continually required to talk or hear
• While performing the duties of this job, the noise level in the work environment is usually moderate.
• The employee must occasionally lift and /or move more than 10 pounds.