Retirement Data Manager (Pension)

October Three Consulting; Dallas (TX); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Disability insurance

Life insurance

HSA

FSA

Employee assistance program

PTO

401(k)

Cash balance pension plan

Job summary

October Three is seeking a Retirement Administration Data Manager to lead a team of data professionals, oversee client pension data processing, and drive data governance. The role emphasizes mentorship, data accuracy, and successful conversions across client engagements.

The position supports hybrid work arrangements and offers a comprehensive benefits package and performance-based bonus opportunities. Strong Excel/SQL skills and pension domain expertise are essential for success.

Qualifications

• 5+ years of people management experience with demonstrated ability to train, mentor, and manage junior data analysts
• Hands-on experience working with defined benefit pension plan provisions
• Proficiency with pension systems, translating and manipulating HRIS and financial data to support successful retirement data conversions
• Technical literacy, including advanced Excel skills (VLOOKUP, PivotTables) and SQL proficiency
• Understanding of data structure and organization; ability to apply this knowledge to solve complex data issues
• Ability to handle and prioritize multiple tasks simultaneously with excellent time management traits, including basic project management skills
• Strong logical and critical thinking skills
• Strong communication skills including client-facing communication

Responsibilities

• Lead and develop a team of data professionals, providing coaching, mentoring, and training to ensure high-quality project delivery and client satisfaction
• Oversee the processing and management of client pension data, including recurring data feeds and pension payroll file transmissions
• Direct data conversion activities for new client implementations and special projects, ensuring accurate data migration, validation, and integration
• Manage the delivery of annual actuarial valuation extracts, ad hoc reporting requests, data updates, and other client-specific processing needs
• Establish, maintain, and enforce data governance standards while identifying and implementing process improvements and system enhancements

Skills

People management

Defined benefit knowledge

Pension data handling

SQL proficiency

Excel advanced

Data governance

Time management

Communication skills

Tools

SSIS

Informatica

Tableau

QuickSight

Job description

Retirement Administration Data Manager (Defined Benefit)

Peoplr is seeking a Retirement Administration Data Manager for our client, October Three, a defined benefit retirement outsourcing company on a mission to improve the way people retire. This job is ideal for passionate leaders who love to mentor their direct reports and collaborate to solve complex data issues. The Retirement Administration Data is a full-time, regular role. The chosen candidate will work hybrid.

What You’ll Do (Key Responsibilities)

As a Retirement Administration Data Manager, you will…

• Lead and develop a team of data professionals, providing coaching, mentoring, and training to ensure high-quality project delivery and client satisfaction
• Oversee the processing and management of client pension data, including recurring data feeds and pension payroll file transmissions
• Direct data conversion activities for new client implementations and special projects, ensuring accurate data migration, validation, and integration
• Manage the delivery of annual actuarial valuation extracts, ad hoc reporting requests, data updates, and other client-specific processing needs
• Establish, maintain, and enforce data governance standards while identifying and implementing process improvements and system enhancements
• Competitive base salary and performance-based bonus opportunities
• Comprehensive benefits including medical, dental, vision, short and long-term disability, life insurance, HSA, FSA, employee assistance programs, PTO, 401(k), and a cash balance pension plan

Required Qualifications

• 5+ years of people management experience with demonstrated ability to train, mentor, and manage junior data analysts
• Hands-on experience working with defined benefit pension plan provisions
• Proficiency with pension systems, translating and manipulating HRIS and financial data to support successful retirement data conversions
• Technical literacy, including advanced Excel skills (VLOOKUP, PivotTables) and SQL proficiency
• Understanding of data structure and organization; ability to apply this knowledge to solve complex data issues
• Ability to handle and prioritize multiple tasks simultaneously with excellent time management traits, including basic project management skills
• Strong logical and critical thinking skills
• Strong communication skills including client-facing communication

Preferred Qualifications

• Knowledge of ETL tools such as SSIS or Informatica
• Proficiency with reporting tools such as Tableau or Quick Sight

About October Three

October Three is a defined benefit retirement firm made up of actuaries, consultants and administration experts. They have developed unique, one-of-a-kind software to handle the future of defined benefit plans. Their mission is to ensure that all people feel prepared for retirement both financially and emotionally, and they strive to develop sustainable solutions that work for both employers and employees. Culturally, they are very team oriented with strong collaboration among colleagues to provide the highest quality service to our clients. They are an entrepreneurial, fast-growing company with lots of opportunities for growth, cross training, upward mobility, and professional development.

About Peoplr

Peoplr is a national Human Resources consulting firm that delivers fractional HR solutions, recruiting services, and outplacement/career coaching services. Check us out at www.mypeoplr.com.

Peoplr is proud to be an Equal Opportunity Employer. All job applicants will receive consideration for employment. We do not discriminate based upon race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, other non-merit-based factors, or any other characteristic protected by federal, state, or local laws.

Peoplr is committed to providing equal opportunity and reasonable accommodation for people with disabilities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call 844-577-1940 or email [e-mail]