erie-pennsylvania Work Opportunities ∙ Page 1

Description

Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans.

PURPOSE OF POSITION

The Defined Contribution Administration Manager is a role designed for a motivated, detail-oriented retirement plan professional with strong leadership skills. The Manager will oversee a team of retirement plan specialists and our outsourcing team to manage workflow and ensure deadlines, service, and compliance expectations are met.

PRIMARY DUTIES AND RESPONSIBILITIES

• Build and maintain a client-centric relationship-based team whose focus is on relationship building with the client as well as producing necessary deliverables to meet key industry deadlines
• Lead a team of 8 to 12 direct reports, fostering a positive and productive team environment
• Conduct regular one-on-one meetings, performance reviews, and team meetings to ensure clear communication and alignment of goals
• Communicate with clients, financial advisors, CPAs, and other professionals on escalated service or compliance related items regarding your team
• Identify process improvements and implement best practices to enhance team productivity and service delivery

Requirements

COMPETENCIES REQUIRED

• Excellent knowledge of TPA administration, including compliance testing, allocations and reconciling trust assets
• Ability to manage staff located in remote locations
• Coach, motivate, and mentor employees to achieve company goals in a results-oriented team environment
• Key contributor to the improvement of the company’s operations processes and procedures
• Must be detailed and possess strong organizational skills
• Time management focused adhering to deadlines and timelines
• Ability to analyze a situation and provide solutions
• Demonstrated excellence in written and verbal communication
• Conveys a professional and positive attitude while leading a team in a fast-paced environment
  

EDUCATION AND QUALIFICATIONS

• High School Diploma or GED required
• 5 or more years of supervisory or management experience in the retirement plan industry
• Experienced with FT Williams required
• Experienced with Pension Pro software preferred.
• High proficiency with Microsoft Office applications required
• Broad knowledge of the retirement plan industry; ASPPA and/or NIPA credentials preferred.

REMOTE WORKING REQUIREMENTS

As a remote-first company, we have compiled expectations for a successful remote work environment:

• Ability to build rapport with others remotely while working productively with limited in-person interaction
• Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
• Designate a quiet, and well-lit space free of as many distractions as possible
• Be online and available to work during designated business hours in local time zone
• Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plus
• Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

BENEFITS

Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:

• A virtual-first work philosophy
• 401(k) with up to 4% match
• Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
• 10 paid holidays and 2 paid floating holidays
• Paid Parental Leave
• A variety of medical, dental and vision plan options including Definiti subsidized premiums
• Company-paid life insurance and short-term disability insurance
• Bonus plan eligibility