Retirement Plan Project Manager

Sentry Insurance; Davenport (IA); Hybrid; USD 62,000 - 93,000; Full time

Benefits offered by this job

Hybrid flexibility

Tuition reimbursement

Wellness resources

Paid time off

Job summary

Sentry is seeking a Retirement Plan Project Manager to provide technical expertise and support for selling 401(k) products, driving growth, retention, and profitability for Sentry Direct Writer sales producers.

The role is hybrid, with offices in Stevens Point, WI; Madison, WI; Davenport, IA; El Paso, TX; or Denver, CO, not fully remote. 5+ years in the 401(k) industry and strong project leadership are required.

Qualifications

• Bachelor's degree or equivalent work experience.
• 5+ years in the 401(k) industry.
• Knowledge in retirement product development and project leadership.
• Experience in marketing of group/401(k) products and B2B communications.
• Relevant certifications (CAPM, PMP, QPFC, CFP) are beneficial.

Responsibilities

• Coordinate and track projects ensuring on-time, in-scope delivery.
• Deliver department-level or cross-department projects across IT and business areas.
• Communicate product updates and challenges to stakeholders at all levels.
• Conduct market research and competitive analysis to identify opportunities.
• Monitor product performance and iterate to achieve business goals.

Skills

Retirement plan knowledge

Project management

Stakeholder communication

Market research

Product performance analysis

Education

Bachelor's Degree or equivalent

CAPM, PMP, QPFC, CFP (certifications)

Tools

Microsoft PowerPoint

Microsoft Excel

Job description

In this role, you will provide technical knowledge & support during the sales of 401(k) products to achieve growth, retention & profitability among Sentry Direct Writer sales producers.

This position will be located at our office in Stevens Point, WI, Madison, WI, Davenport, IA, El Paso, TX, or Denver, CO in a hybrid work model and is not a fully remote opportunity.

For this position, Sentry does not offer employment to holders of F-1, J-1, and H-1 Visas.

What You'll Do

As a Retirement Plan Project Manager, you'll leverage your technical retirement plan knowledge and experience in the development and marketing of 401(k) products.

Along with this responsibility you will:

• Provide project coordination and support including, but not limited to tracking and coordination of various projects and initiatives ensuring the on-time and in-scope delivery of assigned projects
• Deliver department level projects or assist with cross-department projects, typically involving multiple teams across IT functions or business areas
• Communicate product updates, progress, and challenges to stakeholders at all levels
• Conduct market research, competitive analysis, and customer feedback analysis to identify new product opportunities and enhancements
• Monitor product performance, analyze key metrics, and iterate on products to achieve business goals

What it Takes

• Bachelor's Degree or equivalent work experience
• 5+ years of related 401(k) industry experience
• Experience and knowledge in retirement product development, project management and strategic project leadership
• Experience and knowledge in the marketing of group and 401(k) products, business to business communications, and sales cycle beneficial
• Industry coursework such as CAPM, PMP, QPFC, CPFA, QKA, ARPC, AIF, AIFA, or CFP beneficial
• Knowledge of qualified retirement plan and group benefit insurance products
• Proficient with working in Microsoft Power Point and Excel
• Highly effective interpersonal, communication, and presentation skills

Based on experience and qualifications, the base salary range for this position is:

• For candidates located in Wisconsin, Iowa, and Texas: $61,900-$92,900 annually.
• For candidates located in Colorado: $68,090-$102,190 annually.

Here is what you can look forward to as part of our team:

At Sentry, your total rewards go beyond competitive compensation. We're committed to supporting the whole you, which is why we offer a comprehensive package designed to help you thrive both professionally and personally.

• Hybrid Flexibility:Enjoy the best of both worlds. With optional work from home on Mondays and Fridays and join your team in the office Tuesday through Thursday to collaborate and learn. We provide the technology and tools you need for both your office and home workspace from day one.
• Dining on Us:Depending on your location, we may provide a stipend that can be used at our on-site cafeteria or a meal allowance to keep you fueled.
• Continuous Learning:Unlock your potential through Sentry University and take advantage of our tuition reimbursement program.
• Comprehensive Benefits:We support your whole self with group medical, dental, and vision insurance along with parental leave, pet insurance, caregiver leave, and wellness resources. Options for HSA, FSA, and Dependent Care FSA are available.
• Work-Life Balance:Enjoy your generous Paid Time Off allowance to rest and take advantage of paid Volunteer Time Off to support your community.
• Investing in Your Future:We're committed to your long-term financial well-being. We offer a 100% company match on the first 8% you contribute to your 401(k) each pay period, and those funds vest immediately.
• Giving Back:Through the Sentry Foundation, we're proud to support the United Way and make a difference in our communities.

Why Join Sentry?

At Sentry, we believe our people are the heart of our success. We're proud to be recognized for the culture we've built, earning spots on Forbes' lists for America's Best Midsize Employers and Best Employers for New Grads, as well as Newsweek's America's Greatest Workplaces for Women and Diversity. These honors reflect our commitment to your professional satisfaction and growth.

Building on a Legacy

Our future is bright, but it's anchored in a long history of stability. Since our founding in 1904, we've dedicated ourselves to helping businesses protect their futures. That trust has made us one of the largest and most financially stable mutual insurance companies in the U.S. We're proud to have maintained an A+ rating from A.M. Best, the industry's leading authority, for over 30 years.

Your Career, Our Community

Whether you're working at our headquarters in Stevens Point, Wisconsin, or one of our many offices across the country, you'll find a challenging and rewarding environment. Explore theOur Teamstab on our Career Page to see the diverse career paths we offer, with a focus on ongoing development and professional growth.

Ready to own your future? Join us at Sentry, opportunities await!

Casey Van Der Geest

Talent Acquisition Specialist

[e-mail]

Equal Employment Opportunity

Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.