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Retirement Services Manager

Everence Financial

Role overview

Qualifications

  • Education: College graduate.
  • Experience: Operations experience in the financial services/retirement plan industry.
  • Experience: Experience implementing operational processes for federally- and state-regulated retirement products.
  • Experience/Skills: At least five years of experience in financial services operations related to retirement plans, with strong leadership and communication skills; proficiency with Microsoft Office Suite and the ability to learn job-specific software; willingness to obtain professional certifications.

Responsibilities

  • Provide strategic and day-to-day operational leadership for the listed retirement plan products and services.
  • Serve as the operations liaison between Everence and key retirement plan service providers; act as the operations lead and subject-matter expert for the listed products.
  • Maintain retirement plan operations systems, disciplines, and management reporting tools; maintain internal and external communications for retirement plan products.
  • Collaborate with internal stakeholders (legal counsel and senior compliance professionals) and participate in the development of new products and services; manage multiple projects.

About the company

Everence Financial logo

Everence Financial

Financial Services

About us Integrating faith and finances Everence® is a Christian-based, member-owned financial services organization dedicated to helping individuals, organizations and congregations incorporate their faith and values with their decisions about money. Through our national team of professionals, Everence offers banking, insurance, investments, asset management, financial planning, charitable and other financial services with community benefits and stewardship education. History of Everence Founded in 1945 by the Mennonite Church, Everence grew out of a long tradition of church communities putting faith into action by sharing resources with each other. We started by offering loans to church service volunteers. Over the years, we added many more mutual aid and stewardship programs. View our timeline that shows milestones throughout the years. Everence leadership Everence has more than 400 staff and advisors around the country and more than 1,500 volunteer advocates serving in congregations. Guiding their work is our Everence Executive Team, Everence Board of Directors and Affiliate boards. Who we serve Everence is the stewardship agency of the Mennonite Church USA, an Anabaptist denomination, and has long-standing ties to other denominations with historic Anabaptist roots. Many of our members belong to denominations that have historic roots or relationships with the Anabaptist faith community. Everence products and services are open to everyone who is interested in practicing stewardship that aligns with our founding values. Disclosure Securities offered through Concourse Financial Group Securities, Inc., member FINRA/SIPC. www.everence.com/disclosure. EFCU does not accept an error disputes via social media. Contact CU directly at 800-451-5719.

Company details

IndustryFinancial Services
Company size201 - 500

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Job description

POSITION SUMMARY
Provides leadership for operations supporting a range of retirement plan products serviced by Everence, including Mennonite Retirement Trust and other ERISA and non-ERISA retirement plans. Responsible for escalated service projects and serving as a liaison with external service providers. Serves as an internal expert on retirement products, advice, and regulation, responding to Everence financial consultants' and clients' service needs. Responsible for internal and external communications regarding retirement plans.

RESPONSIBILITIES AND DUTIES

  1. Provide strategic and day-to-day operational leadership for listed products and services. 
  2. Serve as the operations liaison between Everence and its key retirement plan service providers.
  3. Maintain appropriate retirement plan operations systems, disciplines, and management reporting tools.
  4. Serve as the operations lead and subject-matter expert for the listed products. 
  5. Maintain a close working relationship with internal and external stakeholders who support financial services products, particularly with internal legal counsel and senior compliance professionals.
  6. Participate in the development of new products and services as needed. 
  7. Build and maintain internal and external communications for retirement plan products.

QUALIFICATIONS

Education: 
College graduate

Experience: 

  1. Operations experience in the financial services/retirement plan industry
  2. Experience implementing operational processes for federal- and state-regulated retirement products 
  3. At least five years of experience in financial services operations related to retirement plans

Skills and Abilities:

  1. Background in retirement products and operations
  2. Ability to take initiative, work independently, and collaborate with others
  3. Leadership ability with attention to detail
  4. Strong working knowledge of the Microsoft Office Suite and an aptitude for learning job-specific software applications
  5. Strong written and oral communication skills, including the ability to read, understand, and convey technical information clearly and concisely
  6. The ability to handle multiple projects
  7. Strong customer service skills
  8. Possess or be willing to obtain professional certifications

SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time

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Marcus Rivera

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