Manager - Pension Outsourcing

Wtw; Wisconsin; On-site; USD 60,000 - 74,000; Full time

Benefits offered by this job

Annual bonus

Job summary

WTW Retirement consultants seek a Pension Outsourcing Manager to lead defined benefit plan administration for clients, act as day-to-day project manager, and mentor analysts. You will design and oversee client deliverables, ensure accuracy, and drive process improvements while maintaining compliance with plan documents and regulations.

You'll collaborate with senior directors, manage budgets and timelines, and develop less experienced staff on a path to advancement in a fast-paced benefits

Qualifications

• Minimum 10 years of defined benefit plan administration and manual calculation experience.
• Bachelor's or Master's in mathematics, statistics, finance, or quantitative field.
• Strong knowledge of defined benefit plan design fundamentals.
• Excellent analytical and problem-solving abilities.
• Proficiency in Microsoft Excel and Word.
• Detail-oriented, professional and client-focused.
• Ability to organize, prioritize, and manage multiple projects.
• In-office presence: 3 days per week.

Responsibilities

• Serve as primary, daily contact to clients on delivery of services.
• Respond to and resolve complex issues, including escalated client and colleagues.
• Review work and deliverables of analysts.
• Raise issues as appropriate to directors.
• Enhance expertise in retirement plan design and administration.
• Be on a career path with growth and advancement.
• Deliver on projects to meet or exceed client expectations.
• Develop and train less experienced associates.

Skills

Defined benefit administration

Analytical thinking

Client service focus

Project management

In-office presence

Excel proficiency

Education

Bachelor’s or Master’s degree in quantitative field

Tools

Microsoft Excel

Microsoft Word

Job description

Description

WTW Retirement consultants have deep experience working with organizations of all types and sizes. We've worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering, and communicating all types of retirement plans.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

As a Pension Outsourcing Manager, you will perform a wide variety of recurring defined benefit plan administration services for clients, contribute to special projects, and provide ad hoc client support services. You will serve as the day-to-day project manager, contributing to client management and special projects, while also mentoring less experienced associates.

You will have the opportunity to:

• Serve as primary, daily contact to clients on delivery of services
• Respond to and resolve complex issues, including those escalated clients and colleagues
• Review work and deliverables of analysts
• Raise issues as appropriate to directors
• Enhance your expertise in retirement plan design and administration
• Be on a career path with growth and advancement
• Employ the most cutting-edge tools and resources and work with top talent in the industry
• Prepare moderately complex benefit calculations and trust instructions
• Collect, manipulate, reconcile, and review participant data - identifying and resolving issues as they arise
• Resolve more complex plan provision questions and issues surfaced by less experienced analysts
• Follow and update documentation materials as directed
• Employ WTW's Professional Excellence tools and concepts to ensure efficient and quality output/service delivery
• Adhere to plan documents and government regulations in administering plans
• Manage and coach team to ensure progress against established budgets, timelines and quality standards
• Deliver on projects to meet or exceed client expectations
• Increase efficiency within client teams by identifying ways to improve processes
• Develop and train less experienced associates

Qualifications

The Requirements

• Minimum of 10 years defined benefit plan administration and manual calculation experience required
• Bachelor's or Master's degree in mathematics, statistics, finance or any other major with significant quantitative course work; with a strong academic record
• Strong knowledge of the fundamentals of defined benefit plan design
• Strong analytical and problem-solving skills
• Solid expertise in Microsoft Excel and Word
• Strong attention to detail
• Professional, client-focused approach to colleagues and assignments
• Seeks out experiences that may change perspective or provide an opportunity to learn new things
• Ability to organize, set priorities, work independently and complete multiple projects within established deadlines
• In office presence: 3 days per week

Compensation

The base salary compensation range being offered for this role is $85,000 to $105,000 CAD per year.

This role is also eligible for an annual short-term incentive bonus.

Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.

This job posting is an advertisement for an existing vacancy.

Equal Opportunity Employer