Senior Managing Director Retirement Plan Services - La Crosse
Senior Managing Director Retirement Plan Services - La Crosse
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Job Description
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. of La Crosse WI. is looking to hire a fulltime 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 profitsharing 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 opendoor 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 daytoday 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
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
- Indepth 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 fulltime hybrid position working MondayFriday 8am5pm.
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.
Required Experience:
Director
Employment Type
Full-Time
