Senior Manager for Retirement Implementation at Empower

Manila, Metro Manila, Philippines

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Retirement ServicesIndustries

Requirements

Bachelor’s degree or related work experience
7 years related work experience and 2-3 years management experience
In-depth knowledge of the retirement industry, recordkeeping systems, plan document/provisions
In-depth IRS/DOL reporting knowledge
In-depth regulatory compliance knowledge
Must be fluent in English
Must be available to work overnight hours
FINRA fingerprinting required

Responsibilities

Oversee a team of 6-15 associates responsible for the installation of new retirement plan sales
Staff training, mentoring, quality standards, reporting, disciplinary action, motivation, managing managers to identify appropriate staffing levels to projected volume with overtime/vacations and forecasting strategies, timely performance appraisals and salary/promotion/merit increase recommendations
Ensure that quality assurance, survey results and gain loss standards are upheld with direct reports
Provide change management leadership to new product offerings, process changes, regulatory requirements and service model enhancements
Perform conference calls and consult on incoming work with various client contacts including partner(s) sales and relationship/account managers, various internal departments, plan sponsors, financial advisers, third party administrators and/or prior providers
Respond to partner representatives and clients (including advisors, consultants and third party administrators) with appropriate resolutions on escalated issues
Discuss issues and trends with subordinates, peers and relationship management
Ensure that conversion deadlines are met within the team and that workloads remain balanced through continuous review of staff volume
Lead projects which are designed to improve processes that enhance client and/or staff experience
Work with sales, relationship management and other operational and service teams on process optimization, shared metric accountability, service standards and overall partnership health
Participate in finals presentations, site visits and RPF responses

Skills

Team Management

Staff Training

Mentoring

Quality Assurance

Change Management

Performance Appraisals

Retirement Plan Implementation

Client Consultation

Escalation Resolution

Forecasting

Regulatory Compliance

Conference Calls

Process Enhancement

Empower

Personal finance management and credit building

About Empower

Empower.me provides personal finance management and credit building services through a subscription model. Users can sign up for a 14-day free trial, after which they pay $8 per month for access to various financial tools. These tools include customizable payment plans, budgeting features, and credit score monitoring. A key aspect of Empower.me is its focus on helping users build credit by reporting their payments to credit bureaus, which can enhance their credit history if payments are made on time. Additionally, Empower.me offers a Thrive line of credit, which involves a soft inquiry on the user's credit report, ensuring that their credit score remains unaffected during the application process. Unlike many competitors, Empower.me specifically targets individuals with no minimum credit score, aiming to improve their financial health and savings.

San Francisco, CaliforniaHeadquarters

2016Year Founded

$96.8MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Generous equity package

Full healthcare benefits

Unlimited PTO

Technology expense reimbursement

Work from anywhere

Risks

Increased competition from fintech companies like Chime and Varo could impact market share.

Integration challenges from acquisitions may disrupt operations and delay strategic goals.

Regulatory scrutiny on credit services could increase compliance requirements and costs.

Differentiation

Empower offers a unique subscription-based model for financial management tools.

The company focuses on credit building by reporting payments to credit bureaus.

Empower's Thrive line of credit involves a soft inquiry, not affecting credit scores.

Upsides

Acquisition of Petal and Cashalo expands Empower's product offerings and customer base.

Increased demand for financial literacy tools among millennials and Gen Z benefits Empower.

Growing interest in alternative credit scoring aligns with Empower's mission for underserved consumers.

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