VP, Client Experience & Retirement Services

Ascensus; Pennsylvania; On-site; USD 100,000 - 150,000; Full time

Job summary

A leading financial services provider in Pennsylvania is seeking a Director of Operations to oversee organizational structure and service model. The role involves ensuring client satisfaction outcomes, executing core 401(k) operations, and leading transformation initiatives for improved client experience. Candidates should have a Bachelor's degree, industry certification preferred, and a minimum of 7 years in a senior management role within the financial services sector. This position offers an opportunity to make a significant impact on client services and operational excellence.

Qualifications

• Minimum 7+ years in a director and/or vice president level capacity within financial services industry, retirement industry preferred.
• Knowledge of smaller market plan service including resource management, compliance and recordkeeping services.

Responsibilities

• Oversee the organizational structure and service model ensuring consistency and efficiency.
• Own enterprise level client satisfaction outcomes.
• Ensure accurate and timely execution of core 401(k) plan operations.
• Lead major transformation efforts to improve scalability and client experience.

Skills

Leadership

Client Relationship Management

Operational Excellence

Cross Functional Collaboration

Education

Bachelor’s degree in general business or management

Industry specific certification (ASPPA, CEBS, etc.)

Job description

A leading financial services provider in Pennsylvania is seeking a Director of Operations to oversee organizational structure and service model. The role involves ensuring client satisfaction outcomes, executing core 401(k) operations, and leading transformation initiatives for improved client experience. Candidates should have a Bachelor's degree, industry certification preferred, and a minimum of 7 years in a senior management role within the financial services sector. This position offers an opportunity to make a significant impact on client services and operational excellence.