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9 дней назад

Senior Manager Implementation (Retirement Services)

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
c1
Страна
Philippines
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Senior Manager Implementation (Retirement Services): Overseeing implementation teams installing new retirement plan sales with an accent on regulatory compliance, quality standards, staffing, and client resolution. Focus on leading change management, balancing conversion workloads, optimizing service processes, and addressing complex issues with clients and internal stakeholders.

Location: Onsite in City of Taguig, Metro Manila, Philippines; must be available to work overnight hours.

Company

hirify.global provides financial and retirement services focused on helping customers achieve financial freedom.

What you will do

  • Oversee a team of 6–15 Implementation Consultants responsible for installing new retirement plan sales.
  • Lead staffing, training, mentoring, quality standards, reporting, performance reviews, disciplinary actions, and compensation or promotion recommendations.
  • Maintain quality assurance, survey results, gain-loss standards, conversion deadlines, balanced workloads, and forecasting strategies.
  • Lead change management for new products, process changes, regulatory requirements, and service model enhancements.
  • Consult with sales, relationship management, plan sponsors, financial advisers, third-party administrators, prior providers, and internal teams on implementation issues and resolutions.
  • Lead process-improvement projects, support finals presentations, site visits, and RPF responses, and maintain shared accountability for service standards and partnership health.

Requirements

  • Bachelor’s degree or related work experience.
  • At least 7 years of related work experience, including 2–3 years of management experience.
  • In-depth knowledge of the retirement industry, recordkeeping systems, and plan documents or provisions.
  • In-depth IRS/DOL reporting and regulatory compliance knowledge.
  • Fluent English required.
  • Availability for overnight hours required.
  • FINRA fingerprinting required.

Nice to have

  • Knowledge of a specialized business area.
  • Demonstrated leadership skills.
  • Excellent written and verbal communication skills.
  • Analytical and problem-solving skills.

Culture & Benefits

  • Flexible work environment and fluid career paths.
  • Internal mobility is encouraged and supported.
  • Focus on purpose, well-being, work-life balance, inclusion, and community volunteering.
  • Regular employment with an onsite workplace arrangement.

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