What are the responsibilities and job description for the Manager, Retirement Plan Implementation Team position at Cetera Financial Group?
Job Description
We are seeking a Department Manager to add to our Retirement Plan Implementation (Onboarding / Legal) TPA team. Cetera is very focused on the 401(k) space - as a result the Cetera TPA is happily experiencing outsized growth. You will help design, implement and maintain a best of class new plan Onboarding experience. At Cetera Retirement Plan Specialists (TPA), we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making a difference. If you possess these qualities and are eager to join a dedicated team, then we believe that you will thrive in our organization. This position will be hybrid, work from home and two days in your nearest Cetera office (Dallas (Coppell), TX; Des Moines, IA; El Segundo, CA; San Diego, CA; or Saint Paul, MN.)
What you will do :
- Be a people leader for the Onboarding / Legal teams.
- Attend weekly management meetings with upper management and other supervisors.
- Act as point of contact for escalation and problem solving for Team Managers, clients and advisors
- Own all KPI / OKR Dashboard data points and reporting
- Ensure smooth department coordination and optimization
- Perform annual reviews and assistance department goal setting and Participant Metrics
- Oversee aspects of client / advisor experience, proposal generation, Onboarding automation, and plan design.
What you will have :
Compensation :
The base annual salary range for this role is $90,000 to $120,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
About Us
What we give you in return :
Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including :
About Cetera Financial Group :
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and / or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and / or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and / or federal law.
Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
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Salary : $90,000 - $120,000
