Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The primary responsibility of the Manager is to run process efficiently. Make strong contact with the partners. He/she should be strong at situational leadership. He/ She will assist leadership with the management of daily workflow to meet service level agreements, trains, and mentors’ staff; provides team statistical reporting to management; QC’s high financial and or high impact client experience transactions, in coordination with the US Team handles escalated questions / issues. All activity has direct participant/plan, regulatory and financial impact.

ESSENTIAL FUNCTIONS

• Manages and monitors daily workflow and staffing; ensures all time and quality standards are being met for the processing of third-party payments for the PEA Team
• Performs QC for high financial/experience client transactions to ensure accuracy and to mitigate financial risk.   
• With limited supervision acts as team subject matter expert with regards to questions/issues that arise from sales, and internal partners and Sr. Management, researching and responding making independent decisions on how issues should be resolved.
• Participates in meetings with internal partner, teams and stakeholders to support complex processes and procedure updates.
• Mentors and motivate junior and new employees by providing training on new and existing operational processes, products, and system functionality; identifies training and development needs.
• Responsible for the accurate processing, timely set up, ongoing maintenance and monthly, quarterly, annual processing of payments.     

Primary responsibilities will be:

• Track record of managing metrics as per the threshold including gain loss
• Stake holder management – Effective communication with the partners. This also includes internal stake holders from other BU’s
• Escalation management
• Effective people Management
• Plan and execute business opportunities cascading to growth
• Identify career opportunities for the teams
• Being aware of risk and audit requirements for the teams
• Work with relevant stakeholders on hiring and onboarding associates Issue resolution

Technical

• The Analyst conducts training on the system changes.
• Analyzes and interprets legal agreements, fee schedules, plan directives, payment request forms to ensure payments can be supported as requested prior to set up.
• Utilizes multiple systems including EASY, SAP, OnBase, CIRRUS, PSC and Microsoft Office

Project Management / Process Improvements

• May participate in high level complex projects representing team interests and processes.
• Develops policies, procedures, and workflow enhancements to ensure an increase in quality and efficiency; updates team processing and reference material and trains the team on changes

TYPICAL QUALIFICATIONS: EDUCATION 

• Bachelor's degree, preferably in Accounting, Business, Finance or related field or equivalent related experience.

REGISTRATIONS / CERTIFICATIONS / LICENSING REQUIRED:

• FINRA Series 6 & other industry specific registrations/licenses permitted, but not required

Experience, Knowledge and Skills:

• 8 to 10 years of industry experience and 3-5 years of team handling experience is a must.
• Knowledge on accounting, SAP and SQL is a must
• Domain knowledge in 401K industry
• Good to have ASPPA/SPARK certification
• Proficient in accounts and reconciliation knowledge
• Certified LSS (Lean Six Sigma) is a must to have..

Core Competencies:

• Strong business knowledge
• Ability to multi task
• Project management skills
• Strong written and verbal communications (Must have)
• Stakeholder Management

Behavioral competencies:

• Bias for action
• Objective oriented
• Ownership mindset
• Ability to make decisions

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job.  The employer has the right to revise this job description at any time.   You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description.   You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason, as per terms and conditions of your employment contract.

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.