What are the responsibilities and job description for the Senior Managing Director, Retirement Plan Services - Eau Claire position at Trust Point Inc.?
EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Recognized as a "Best Place to Work" for the 8th year in a row by Business Intelligence Group, Trust Point Inc. is looking to hire a full-time Senior Managing Director, Retirement Plan Services. We are looking for an experienced manager focused on driving strategic initiatives, ensuring regulatory compliance, operational efficiency, and strengthening client relationships.
We offer a complete line of benefits including health, dental, life, long term disability, paid holidays and paid vacation. In addition, we also offer a very generous 401k and profit-sharing plan.
ABOUT TRUST POINT INC.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year.
Learn more about our culture here: Trust Point Culture Video
A DAY IN THE LIFE OF A SENIOR MANAGING DIRECTOR, RETIREMENT PLAN SERVICES
- Identify, understand, and implement strategic initiatives related to Retirement Plan Services
- Work with the Retirement Plan Services Compliance Manager to oversee the compliance process
- Lead risk assessment initiatives and oversee internal and external audits
- Working with the Vice President, Retirement Plan Services Operations Manager to oversee day-to-day operations
- Optimize workflows and leverage technology within operations to enhance automation and improve service delivery
- Work with the Managing Director, Retirement Plan Services to lead the Relationship Management team in delivering exceptional client service
Interested candidates are invited to request a more complete job description by emailing ahamby@trustpointinc.com.
Requirements:
- 4 Year Degree Business, Accounting, Finance or other relevant degree, required.
- 15 or more years of industry or relevant experience
- Proven leadership experience in managing compliance, operations, and relationship management teams within a retirement plan services environment
- In-depth knowledge of ERISA, DOL, IRS and other related regulations
This position requires excellent communications and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.
WORK SCHEDULE
This is a full-time hybrid position working Monday-Friday, 8am-5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.
