Retirement Operations Manager - Hybrid (Danvers, MA)

OneDigital; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

OneDigital, a leading independent retirement plan advisor in the U.S., is seeking a Retirement Operations Manager to join their growing operations team. The role involves overseeing compliance activities, managing new client onboarding, and supporting Retirement Plan Consultants. The ideal candidate will have a strong background in retirement plans, excellent organization and communication skills, and a dedication to client satisfaction.

Benefits

Health benefits

Paid time off

Learning and development programs

Employee perks and discounts

Qualifications

• 3+ years professional experience in 401(k) service provider or retirement plan consulting firm preferred.
• Experience with plan design and ERISA compliance is a plus.
• Possess strong comfort level with technology and learning new programs.

Responsibilities

• Oversee and lead compliance activities and manage new client onboarding.
• Partner with recordkeepers to resolve errors and manage client reporting.
• Assist with participant rollover processes and deliver on ad hoc projects.

Skills

Accountability

Analytical orientation

Communication skills

Attention to detail

Hospitality attitude

Education

Bachelor’s Degree in Business or Finance

Tools

Salesforce

Microsoft Office

Job description

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

OneDigital is one of the largest independent retirement plan advisors in the U.S. We are seeking to add a Retirement Operations Manager to our team. As part of a growing operations team, this individual will help to support our Retirement Plan Consultants and 120+ Plan Sponsors that we are currently working with today.

We are looking for someone who is passionate about exceeding client expectations and is a consummate team player. This candidate must be organized, attentive to details and a self-starter. We are also interested in a professional that is consistently looking to improve what we do and how we do it for the good of all and interested in advancing their career through professional development. A strong desire to learn about Retirement Plan marketplace, particularly Defined Contribution Plans, is a must.

Essential Duties and Responsibilities (includes but is not limited to):

As part of our growing operations team, the Retirement Operations Manager will join forces with the existing operation team members and share in the following activities:

Oversee and lead all required/recommend annual compliance activities

Partner with recordkeepers, oversee problem resolution, errors and corrections

Manage new client onboarding

Manage plan conversions, mergers/corporate actions and implementations

Assist with participant rollover process

Manage paperwork for client changes:

Recordkeeper agreements

Service agreements

Contact changes

Establish all new clients and maintain existing clients in Salesforce CRM

Manage client reporting

Support Retirement Plan Consultants as needed

Deliver on ad hoc projects and/or reporting

Qualifications, Skills and Requirements:

Strong sense of accountability

Exemplify a “hospitality” attitude

Analytical orientation

Uphold the highest level of integrity and trust

Demonstrate the values of teamwork, respect, and tolerance in all aspects of professional conduct.

Be attentive, resourceful and solution oriented

Possess strong attention to detail and organization.

Ability to handle multiple client requests/tasks and projects.

Strong comfort level with technology and learning new programs

Possess excellent oral and written communication skills

Handle all sensitive and client information with respect and confidentiality

Education, Training and Experience:

Bachelor’s Degree in Business or Finance

3+ years professional experience in 401(k) service provider or retirement plan consulting firm preferred

Experience with plan design, third-party administration, retirement plan operations, ERISA compliance also preferred.

CPFA or similar industry designation a plus; pursuit of ASPAA’s QKA designation in first year of employment required

Proficient with Microsoft Office suite, Salesforce. FI360 a plus.

Other:
This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.

The typical base pay range for this role nationwide is $60,000.00 to $80,000.00 per year .

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here .

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!

About the company

Strategic workplace consultants that provide a host of employee health & benefits, workforce & HR, and retirement & wealth solutions for businesses of all sizes.

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at [e-mail] or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at [e-mail] or 407-000-0000.