Plan Management Manager (Fintech)

TL;DR

Plan Management Manager (Fintech): Providing direct oversight of the Sponsor Services Resolution Team and leading the Plan Terminations function with an accent on KPI optimization and client accessibility. Focus on managing plan liquidations, resolving complex termination scenarios, and coaching a customer-centric team.

Location: Hybrid (Hartford, CT)

Salary: $97,320 - $121,650 USD

Company

Financial services provider focused on improving financial futures for customers and communities.

What you will do

• Oversee the Sponsor Services Resolution Team, including the management of the 800 line and shared mailbox.
• Lead the Plan Terminations function, providing hands-on guidance for specialists during plan liquidations.
• Monitor and optimize KPIs including average speed of answer, handle time, and customer satisfaction.
• Act as the primary escalation point for complex termination scenarios and rollover complexities.
• Coach and mentor staff to foster a culture of accountability and customer-centric focus.
• Collaborate with sales, recordkeeping, and operations to ensure plan alignment and retention.

Requirements

• Bachelor’s degree in business administration or equivalent.
• 6+ years of experience in Plan Management or Retirement Services.
• 2+ years of supervisory experience.
• In-depth knowledge of the financial services industry and related legal/compliance issues.
• Must be based in or able to work in a hybrid-office/home arrangement in Hartford, CT.

Culture & Benefits

• Comprehensive health, dental, vision, and life insurance plans.
• 401(k) Savings plan with up to 6% company matching contributions.
• Employer-paid cash balance retirement plan (4%).
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including 20 days PTO and a flexible Diversity Celebration Day.
• 40 hours of paid volunteer time per calendar year.