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Retirement Plan Recordkeeping VP of Operations

  • Denver, CO
  • Direct Hire
  • Job ID: PA84-2707110

Our client is an expert in retirement plan recordkeeping.  We are working with them to add a VP of Operations to their team in Denver CO.  In this role you will collaborate with other executive management, institutional customers and internal departments, with both the internal and external functions required to administer retirement plans and accounts.  This individual is expected to actively participate in company initiatives, be an active member of project teams, take ownership in the outcome of their departments work, and drive new products.  This role reports to the CEO.

 

Essential Duties and Responsibilities:

  • Oversee the Operations department
  • Oversee the daily recordkeeping operations of primarily 403(b)/457 retirement plans and IRA accounts as well as other retirement-related lines of business
  • Manage Operations team(s) and relationships with institutional partners. 
  • Functional oversight includes Trading/Reconciliation, Transfers/Rollovers in, Contributions, Distributions, Enrollments and Plan Implementation.
  • Manage Call Center, RM and Sales Desk if our are keeping current structure)
  • Work closely with other managers on product development.
  • Drive process improvement
  • Perform training for the staff on industry related information related to products.
  • Work closely with technology division to write up and implement system enhancements
  • Oversight of institutional plan conversions.
  • Assist on various projects
  • Manage departmental projects, assign tasks, and track/manage budgetary costs.

 

Knowledge and Skills:

  • Knowledge of financial services, specifically of the mutual fund or retirement account industry.
  • Excellent skills in communicating, both verbally and in writing, with clients, fund families, vendors.
  • Skilled in the use of Microsoft Excel, Word, and Outlook.
  • Ability to manage multiple tasks simultaneously within strict deadlines and with a high degree of accuracy.
  • Ability to participate as a member of a team, assisting in other projects as needed or as assigned.

 

Education and Experience:        

  • Bachelor’s Degree in economics, finance, business administration, or a related discipline preferred.
  • 10-15 years of financial services experience, preferably in recordkeeping or the brokerage or mutual fund industry.
  • Experience with daily valuation recordkeeping with Matrix/Broadridge experience a plus

 

 

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