What are the responsibilities and job description for the Team Manager, Retirement Plan Onboarding and Legal position at Cetera Financial Group?
We are seeking a Manager of Plan Onboarding/Legal to our growing 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:
- Previous people leader experience in a management capacity
- Solid understanding ERISA Compliance
- Prior experience with Retirement and Onboarding
- 2 years of experience working with a TPA
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.
Salary : $90,000 - $120,000
