Senior Managing Director, Retirement Plan Services - Minneapolis

Trust Point Inc.; Minneapolis (MN); Hybrid; USD 150,000 - 200,000; Full time

Job summary

A leading financial services company in Minneapolis is seeking a Senior Managing Director for Retirement Plan Services. This full-time hybrid role involves driving strategic initiatives, ensuring compliance, and enhancing client relationships. The ideal candidate will have extensive industry experience and proven leadership skills. Join a supportive team recognized as a top workplace, offering comprehensive benefits including health, retirement plans, and a culture of inclusion.

Benefits

Health Insurance

Dental Insurance

Life Insurance

Long Term Disability

Paid Holidays

Paid Vacation

401k Plan

Profit-sharing Plan

Qualifications

• 15+ years of industry experience required.
• Proven leadership in managing compliance and operations.
• In-depth knowledge of ERISA, DOL, IRS regulations.

Responsibilities

• Identify and implement strategic initiatives for Retirement Plan Services.
• Oversee compliance processes and lead risk assessments.
• Optimize workflows and enhance service delivery.

Skills

Communication

Leadership

Interpersonal Skills

Education

4 Year Degree Business, Accounting, Finance

Job description

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Recognized as a "Best Place to Work" for the 8th year in a row by Business Intelligence Group, Trust Point Inc. is looking to hire a full-time Senior Managing Director, Retirement Plan Services. We are looking for an experienced manager focused on driving strategic initiatives, ensuring regulatory compliance, operational efficiency, and strengthening client relationships.

We offer a complete line of benefits including health, dental, life, long term disability, paid holidays and paid vacation. In addition, we also offer a very generous 401k and profit-sharing plan.

ABOUT TRUST POINT INC.

For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.

Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year.

Learn more about our culture here: Trust Point Culture Video

A DAY IN THE LIFE OF A SENIOR MANAGING DIRECTOR, RETIREMENT PLAN SERVICES

• Identify, understand, and implement strategic initiatives related to Retirement Plan Services
• Work with the Retirement Plan Services Compliance Manager to oversee the compliance process
• Lead risk assessment initiatives and oversee internal and external audits
• Working with the Vice President, Retirement Plan Services Operations Manager to oversee day-to-day operations
• Optimize workflows and leverage technology within operations to enhance automation and improve service delivery
• Work with the Managing Director, Retirement Plan Services to lead the Relationship Management team in delivering exceptional client service

Interested candidates are invited to request a more complete job description by emailing [e-mail].

Requirements:

• 4 Year Degree Business, Accounting, Finance or other relevant degree, required.
• 15 or more years of industry or relevant experience
• Proven leadership experience in managing compliance, operations, and relationship management teams within a retirement plan services environment
• In-depth knowledge of ERISA, DOL, IRS and other related regulations

This position requires excellent communications and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.

WORK SCHEDULE

This is a full-time hybrid position working Monday-Friday, 8am-5pm.

Trust Point is proud to be an equal opportunity workplace.

We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

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