Retirement Plan Services Manager | Lead & Develop Teams

Ascensus; Newton (MA); On-site; USD 85,000 - 110,000; Full time

Job summary

FuturePlan is seeking a Manager to lead a staff of Consultants and Assistants in delivering excellent client service to plan sponsors, brokers/agents and financial partners across retirement plan services. The Manager will lead the staff in maintaining service standards and an environment that promotes achievement and professional growth.

You will hire, coach, and develop teams, coordinate with other managers, monitor service levels and productivity, and drive process improvements to meet client

Qualifications

• Bachelor's degree required.
• Advanced degree or industry specific certification (ASPPA, CEBS, etc.) strongly preferred.
• 3‑5 years supervisor/managerial industry experience.
• 7‑10 years overall industry experience.
• Proficiency with Microsoft Office.
• Comprehensive knowledge of retirement plans and the services provided by Ascensus Consulting including Compliance and Recordkeeping services.
• Excellent analytical and problem solving skills.
• Ability to work well under pressure with multiple priorities and deadlines.
• Strong Interpersonal Skills.
• Polished Presentation Skills.
• Excellent Written and Oral Communication Skills.
• Excellent Conflict Resolution Skills.
• Proven Project Management Skills.
• Superior Coaching and Mentoring Skills.
• Superior Time Management Skills.
• Ability to travel, if needed.
• We are proud to be an EEO employer M/F/D/V.

Responsibilities

• Protect, secure and handle confidential data while preventing unauthorized access or disclosure.
• Demonstrate the I-Client philosophy and Ascensus Core Values in daily actions.
• Motivate and support staff to deliver excellent customer service.
• Participate in hiring by interviewing and evaluating candidates.
• Provide substantive, periodic feedback on performance and conduct annual appraisals.
• Coordinate processes with other managers to ensure consistent services.
• Lead Ascensus Consulting via leadership meetings and planning.
• Monitor service levels and phone activity; track associate productivity.
• Plan and organize workflow to meet service commitments.
• Produce weekly/monthly production metrics reports.
• Develop staffing strategies to meet client needs and objectives.
• Coordinate training of new associates.
• Develop staff knowledge and professional development.
• Identify workflow improvements and implement changes.
• Perform other duties and special projects as assigned.

Skills

Analytical thinking

Problem solving

Interpersonal skills

Communication skills

Presentation skills

Coaching and mentoring

Time management

Project management

Travel ability

Education

Bachelor's degree

Advanced degree or certification (ASPPA, CEBS)

Tools

Microsoft Office

Job description

FuturePlan is seeking a Manager to lead a staff of Consultants and Assistants in delivering excellent client service to plan sponsors, brokers/agents and financial partners across retirement plan services. The Manager will lead the staff in maintaining service standards and an environment that promotes achievement and professional growth.

You will hire, coach, and develop teams, coordinate with other managers, monitor service levels and productivity, and drive process improvements to meet client