USAReitrement Advisory Operations Manager
1 нед. назад
USAHybrid
Manage onboarding and operational execution for retirement advisory clients.
О компании
- is the strategic partner helping investor-backed companies of all sizes achieve their business goals through smarter people spend. For 24 years, we’ve guided the most innovative employers to navigate growth and get the most out of their global people investment. With our expert advisory team and integrated platform, we help clients drive business impact through their total comp and benefits, improving executive decision making, controlling costs, protecting the business, and elevating the employee experience. Visit .com or follow us on LinkedIn to learn more.
- Hybrid to Tempe, AZ office
Обязанности
- is seeking an Operations Manager to join our Retirement Advisory team. In this critical role, you’ll serve as a strategic partner in both client onboarding and operational execution. This is an exciting opportunity to contribute to a fast-paced, mission-driven environment where precision, collaboration, and innovation are valued.
Требования
- • 5+ years of experience in defined contribution space (e.g. 401(k), 403(b), or Profit-Sharing plans)
- • 2-3 years of experience in implementation or project management
- • A strong operational mindset with a passion for process optimization and data integrity
- • Experience in retirement plan onboarding, 401(k) plan operations, financial services, or a similar client service-oriented environment
- • Proficiency with data management tools and reporting systems (e.g., Salesforce, SharePoint,
- Envestnet, Excel)
- • Excellent communication skills and the ability to collaborate cross-functionally with both internal stakeholders and external partners
- • A proactive, detail-oriented, and accountable approach to your work
Другое
- • Lead the operational workflow for onboarding new retirement advisory clients, from
- agreement execution to account creation with our Registered Investment Advisory (RIA) firm
- • Establish ’s access with recordkeepers and ensure all necessary documentation for
- plan-paid fees is completed accurately and on time
- • Coordinate and manage plan document intake; organize and store materials in client
- SharePoint and share with financial education team supporting employee inquiries
- • Facilitate client setup in client relationship management (CRM), including implementation
- setup and plan design builds, to ensure internal systems are prepared for plan launch
- • Collaborate with investment team to ensure fund lineups are captured and configured in
- Envestnet for quarterly investment reviews
- • Own the quarterly Plan Health Report (PHR) process, collecting and reconciling data from over
- 20 recordkeeping partners
- • Work closely with the CRM team to support data entry and ensure timely, accurate uploads
- into RIA’s systems
- • Proactively audit system-generated PHRs for discrepancies and partner with internal teams to
- resolve issues
- • Develop and maintain dynamic CRM reports that deliver actionable insights for leadership and
- client-facing teams
- • Create new client billing records as stipulated in the service agreement and update as
- necessary if terms are amended
- • Manage quarterly advisory fee billing workflows, ensuring accurate invoicing through
- coordination with Accounts Receivable (AR)
- • Support efforts to collect past-due revenue from clients
- • Conduct audits of client billing and plan-paid fee data to ensure integrity across systems
- • Serve as a point of contact for billing inquiries, working cross-functionally with Advisors, AR,
- Clients, Recordkeepers, and RIA to resolve discrepancies
- • Review, update, and author internal Knowledge Articles (KAs) to reflect evolving processes and
- operational best practices
- • Conduct annual audits of client-facing materials to ensure accuracy, relevance, and
- compliance
- • Lead the process of obtaining RIA’s Compliance approval for all client-facing collateral,
- including updates and new content
- • Stakeholder Engagement & Operational Leadership
- • Act as the primary liaison between and RIA, representing in bi-weekly syncs
- and issue resolution
- • Collaborate closely with Advisors, Consultants, and external partners to ensure operational
- excellence across all touchpoints
- • Support broader strategic initiatives alongside the Director of Operations and contribute to
- special projects that drive scalability and client satisfaction
- Integrity
- Passion for service
- Innovative
- Growth oriented
- Caring for others
- Promise-centric
- Focused on relationship building
- provides equal opportunity to all applicants without regard to race, color, creed, religion, citizenship, national origin, age, sex, sexual orientation, gender identity, pregnancy, marital status, military or veteran status, disability, or any other basis prohibited by applicable law.
- Compensation & Benefits provides competitive compensation including base salary, performance-based bonus programs, and comprehensive benefits package.
- https://www.sequoia.com/legal/candidate-privacy-policy/