Demo

Team Supervisor - TPA Retirement Plan Administration

Cetera Financial Group
Des Moines, IA Full Time
POSTED ON 4/13/2025
AVAILABLE BEFORE 5/11/2025

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. We are currently seeking to add a Retirement Plan Consultant Supervisor to our growing team. As Team Supervisor, you will manage 4-5 team members with varied skill sets. This position will be hybrid, work from home and two days in your nearest Cetera office (Coppell, TX, Des Moines, IA, El Segundo, CA, San Diego, CA, and Saint Paul, MN.

What you will do :

  • Workflow management and time accountability for team members.
  • Conduct and arrange monthly 1 : 1 meetings with team members.
  • Attend weekly management meetings with other Team Leads.
  • Train new employees on systems and procedures.
  • Provide mentoring / cross training for team members to support career development and growth
  • First point of contact for escalation and problem solving for team members
  • Perform annual reviews and assistance with goal setting for self and team members.
  • Monitor 1 click emoji (Customer Service Surveys) and report positive / negative to team members.

What you will have :

  • Solid understanding of plan document and interpretation of said provisions.
  • Ability to prepare optimum annual ER contribution allocations / outcomes.
  • Prepare and / or review IRS Forms 5330, and 5500 and all applicable schedules.
  • Work closely with CPAs on audited large plan filers and other deduction matters.
  • High School Diploma or GED required; bachelor’s degree strongly preferred.
  • Professional designation with ASPPA and / or NIPA preferred.
  • Minimum 3 years’ experience with third party plan administration.
  • 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

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Team Supervisor - TPA Retirement Plan Administration?

    Sign up to receive alerts about other jobs on the Team Supervisor - TPA Retirement Plan Administration career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $57,050 - $69,714
    Income Estimation: 
    $76,020 - $109,917
    Income Estimation: 
    $57,050 - $69,714
    Income Estimation: 
    $76,020 - $109,917
    Income Estimation: 
    $75,299 - $107,932
    Income Estimation: 
    $57,050 - $69,714
    Income Estimation: 
    $43,067 - $54,213
    Income Estimation: 
    $48,711 - $58,266
    Income Estimation: 
    $76,020 - $109,917
    Income Estimation: 
    $108,568 - $157,893
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Cetera Financial Group

    Cetera Financial Group
    Hired Organization Address Des Moines, IA Full Time
    Cetera Financial Group (CFG) is currently seeking a Senior Investment Solutions Manager to help grow Advisory programs a...
    Cetera Financial Group
    Hired Organization Address St Cloud, MN Full Time
    Cetera Financial Group (CFG) is currently seeking a Senior Investment Solutions Manager to help grow Advisory programs a...
    Cetera Financial Group
    Hired Organization Address Dallas, TX Full Time
    Job Details Job Description We are at the forefront of transforming the future of technology in the financial industry, ...
    Cetera Financial Group
    Hired Organization Address El Segundo, CA Full Time
    Job Details Job Description We are at the forefront of transforming the future of technology in the financial industry, ...

    Not the job you're looking for? Here are some other Team Supervisor - TPA Retirement Plan Administration jobs in the Des Moines, IA area that may be a better fit.

    Retirement Plan Administration Consultant

    Candidate Experience site, Des Moines, IA

    Retirement Plan Administration Consultant

    Cetera Financial Group, Des Moines, IA

    AI Assistant is available now!

    Feel free to start your new journey!