Manager, Futureplan

Ascensus

Not specified
Manage staff of compliance analysts
Ensure confidential data security
Monitor service levels and productivity
The Manager, FuturePlan position at Ascensus involves overseeing a team of Compliance Analysts to ensure the effective delivery of retirement plan administration services. Candidates should have significant industry experience and leadership skills, particularly in compliance and client services, within a supportive and growth-oriented company culture

Job Summary

  • The role involves managing a team of Compliance Analysts to deliver annual plan administration services for retirement plans.
  • The manager is responsible for protecting confidential data and ensuring adherence to the organization's core values of People Matter, Quality First, and Integrity Always.
  • The position requires developing workflow alternatives to streamline production processes and coordinating with other managers for consistent professional services.

Matching Summary

Match Score: 85

The Manager, FuturePlan position at Ascensus involves overseeing a team of Compliance Analysts to ensure the effective delivery of retirement plan administration services. Candidates should have significant industry experience and leadership skills, particularly in compliance and client services, within a supportive and growth-oriented company culture.

Skills & Requirements

Must-have

  • Manage staff of Compliance Analysts
  • Ensure confidential data security
  • Monitor service levels and productivity
  • Develop staffing strategies
  • Coordinate training for new associates

Nice-to-have

  • Promote professional growth environment
  • Strong interpersonal communication skills
  • Excellent conflict resolution abilities
  • Superior coaching and mentoring skills
  • Ability to work under pressure

Key Requirements

  • Bachelor's degree required
  • 3-5 years supervisory experience
  • 7-10 years industry experience
  • ASPPA or CEBS certification preferred
  • Knowledge of retirement plans and ERISA

Work Rights

Not specified

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