Retirement Program Manager

Visa; Austin (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Visa is seeking an experienced retirement program professional to manage day-to-day U.S. retirement program delivery, governance, and vendor oversight.

This role partners with Finance, HR, Legal, and external providers to ensure accurate and compliant plan administration that emphasizes the employee experience. Responsibilities include plan administration, audits, reporting, governance materials, and ongoing program improvements.

Qualifications

• 5+ years of relevant work experience with a Bachelor's degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD
• Preferred: 6+ years of work experience with a Bachelor's Degree or 4+ years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD
• Bachelor's degree or equivalent experience; advanced degree or relevant professional certification is a plus.
• Typically, 5+ years of related experience in benefits, retirement plan administration, finance, human resources, or a related field.
• At least 3 years of direct experience supporting U.S. retirement programs, including defined contribution plan operations; experience with pension plans is a plus.
• Experience with Canadian benefits or other financial benefit programs, including HSAs or FSAs, is preferred but not required.
• Strong working knowledge of U.S. retirement plan administration, including defined contribution plans, plan operations, governance, compliance, and vendor management.
• Knowledge of ERISA, the Internal Revenue Code, Department of Labor and IRS requirements, and emerging retirement legislation.
• Understanding of retirement plan investments and capital markets sufficient to support governance, reporting, and participant-related activities.
• Strong analytical, financial, risk-assessment, and problem-solving skills, with close attention to detail and controls.
• Ability to independently manage multiple priorities, recurring operational deadlines, and cross-functional projects in a fast-paced env

Responsibilities

• U.S. retirement program delivery: Serve as the operational lead for assigned U.S. retirement programs, with primary responsibility for accurate, timely, and employee-focused delivery.
• Manage recurring plan administration activities, vendor deliverables, funding and payroll interfaces, reconciliations, reporting, controls, and participant communications.
• Partner with Finance, Controllership, Payroll, Legal, HR, HR Technology, Communications, Procurement, and other stakeholders to resolve issues and deliver program requirements.
• Monitor vendor performance, service levels, fees, risks, and open issues; lead follow-up and escalation through resolution.
• Support plan design changes, annual planning, RFPs, contract reviews, implementations, and other retirement program projects.
• Coordinate required audits, compliance testing, regulatory filings, participant notices, and governance activities in partnership with internal and external experts.
• Prepare materials for retirement plan governance committees, including reports, meeting materials, decisions, and action tracking.
• Review program data, operational trends, participant feedback, market practices, and regulatory developments to identify risks and improvement opportunities.
• Develop recommendations that improve controls, simplify administration, strengthen the employee experience, and support business objectives.
• Research and resolve participant escalations and complex operational issues in coordination with vendors and internal partners.
• Prepare presentations, financial analyses, dashboards, quarterly updates, and executive-ready recommendations.
• Maintain current knowledge of U.S. retirement market practices, regulatory requirements, and industry trends.
• May support Canadian benefits or other financial benefit programs, including HSAs and FSAs, based on business needs and prior experience.

Job description

About Us

Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. At Visa, you’ll have the opportunity to create impact at scale - tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters - to you, to your community, and to the world. Progress starts with you.

Job Description

About the job

Reporting to the U.S. Retirement leader, this individual-contributor role is primarily responsible for the day-to-day delivery and administration of U.S. retirement programs. The role partners closely with internal teams and external vendors to support accurate, complaint, and employee-focused plan operations. Responsibilities include plan administration, governance support, financial management, compliance, vendor oversight, issue resolution, communications, and continuous improvement. Experience with Canadian benefits or other financial benefit programs, such as Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs), is preferred but not required.

Specific Tasks Vary But Work Will Include

• U.S. retirement program delivery: Serve as the operational lead for assigned U.S. retirement programs, with primary responsibility for accurate, timely, and employee-focused delivery.
• Manage recurring plan administration activities, vendor deliverables, funding and payroll interfaces, reconciliations, reporting, controls, and participant communications.
• Partner with Finance, Controllership, Payroll, Legal, HR, HR Technology, Communications, Procurement, and other stakeholders to resolve issues and deliver program requirements.
• Monitor vendor performance, service levels, fees, risks, and open issues; lead follow-up and escalation through resolution.
• Support plan design changes, annual planning, RFPs, contract reviews, implementations, and other retirement program projects.
• Coordinate required audits, compliance testing, regulatory filings, participant notices, and governance activities in partnership with internal and external experts.
• Prepare materials for retirement plan governance committees, including reports, meeting materials, decisions, and action tracking.
• Review program data, operational trends, participant feedback, market practices, and regulatory developments to identify risks and improvement opportunities.
• Develop recommendations that improve controls, simplify administration, strengthen the employee experience, and support business objectives.
• Research and resolve participant escalations and complex operational issues in coordination with vendors and internal partners.
• Prepare presentations, financial analyses, dashboards, quarterly updates, and executive-ready recommendations.
• Maintain current knowledge of U.S. retirement market practices, regulatory requirements, and industry trends.
• May support Canadian benefits or other financial benefit programs, including HSAs and FSAs, based on business needs and prior experience.

Visa requires at least 3 days in office, expectations of these days will be confirmed by your Hiring Manager.

Qualifications

Basic Qualifications

• 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD

Preferred Qualifications

• 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD
• Bachelor's degree or equivalent experience; advanced degree or relevant professional certification is a plus.
• Typically, 5+ years of related experience in benefits, retirement plan administration, finance, human resources, or a related field.
• At least 3 years of direct experience supporting U.S. retirement programs, including defined contribution plan operations; experience with pension plans is a plus.
• Experience with Canadian benefits or other financial benefit programs, including HSAs or FSAs, is preferred but not required.
• Strong working knowledge of U.S. retirement plan administration, including defined contribution plans, plan operations, governance, compliance, and vendor management.
• Knowledge of ERISA, the Internal Revenue Code, Department of Labor and IRS requirements, and emerging retirement legislation.
• Understanding of retirement plan investments and capital markets sufficient to support governance, reporting, and participant-related activities.
• Strong analytical, financial, risk-assessment, and problem-solving skills, with close attention to detail and controls.
• Ability to independently manage multiple priorities, recurring operational deadlines, and cross-functional projects in a fast-paced env