Retirement Plan Document/Design Manager

Accountabilities: The Retirement Plan Document/Design Manager will oversee a team of plan document specialists while serving as a subject matter expert in retirement plan documentation, interpretation, and operational execution. This role combines team leadership, project management, compliance support, and client service excellence.

Lead and develop a team of retirement plan document professionals through coaching, mentoring, performance guidance, and ongoing support.

Manage team priorities, workload distribution, and project execution to ensure accurate, timely, and high-quality deliverables.

Oversee complex plan document projects, including restatements and process initiatives impacting retirement plan operations.

Monitor team performance, identify training needs, and partner with leadership on development plans, recognition, and performance management.

Provide expert guidance on retirement plan provisions, document interpretation, and operational application.

Support internal and external escalations by analyzing issues, recommending solutions, and coordinating timely resolutions.

Collaborate with compliance, operations, and cross-functional teams to maintain service standards and regulatory requirements.

Participate in audits, process reviews, procedure updates, and implementation of operational improvements.

Support onboarding and training initiatives to strengthen team capabilities and knowledge sharing.

Identify opportunities to improve workflows, increase efficiency, and enhance the overall client experience.

Requirements:

The ideal candidate brings strong retirement plan expertise, leadership capabilities, and a commitment to operational excellence. This professional should be comfortable managing competing priorities, solving technical challenges, and building strong relationships with internal and external partners.

Bachelor’s degree in business, finance, or a related field, or equivalent professional experience.

Demonstrated leadership experience through direct management, mentoring, coaching, or peer guidance in a collaborative environment.

Strong knowledge of retirement plan documents, provisions, interpretation, and administrative requirements.

QKA (Qualified 401(k) Administrator) credential strongly preferred, or equivalent retirement plan expertise with willingness to pursue certification.

Experience managing projects, process improvements, or operational initiatives.

Strong organizational skills with the ability to prioritize multiple deadlines and stakeholder needs.

Excellent written and verbal communication skills with the ability to explain complex concepts clearly.

Ability to interpret technical documentation, analyze issues, and resolve complex problems.

Strong relationship-building skills with clients, internal teams, and business partners.

Proficiency with Microsoft Office products and business productivity tools.

Self-directed work style with the ability to make decisions and manage priorities independently.

Benefits:

Competitive compensation package with a base salary range of approximately $95,000–$105,000 , based on experience.

Potential bonus and/or incentive opportunities.

Comprehensive benefits package including medical, dental, vision, life insurance, and long-term disability coverage.

Retirement savings benefits including 401(k) and employee stock ownership opportunities.

Generous paid time off programs, including flexible time off, company holidays, parental leave, and bereavement leave.

Professional development resources, training opportunities, and career advancement support.

Access to financial wellness tools, expert guidance, and employee discounts on products and services.

Opportunities to support local communities through paid volunteer time and donation matching programs.

Collaborative work environment focused on integrity, innovation, continuous improvement, and employee growth.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether? 

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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