Vice President, Plan Documents and Agreements (Retirement Industry)

The Vice President of Documents and Agreements will help execute our companys vision and goals by managing daily operations developing long term strategic plans annual operating plans and budgets setting performance goals and establishing company policies related to the drafting and delivery of plan documents service agreements related documents and amendments as well as all related system updates to ensure accurate and compliant plan administration on our recordkeeping platform.

This role will direct and work with the business owners and other centers of excellence within service and operations to ensure client satisfaction and support while adhering to contractual standards for the assigned partners and products while shaping the document and agreement strategy. Specifically they will partner with other senior leaders Legal Risk and Compliance Institutional Relationship Management and Service to ensure our services and offerings are legislatively compliant and meet other legal standards such as data security.

There is only 1 position. Preference is successful candidate to work Hybrid to one of our major locations. Remote candidates can be considered.

Responsibilities:

• Develop and execute strategic plans and company policies maintain an open dialogue with stakeholders and drive organizational success
• Provide leadership and management of:
  • Department budget(s)
  • Strategic vision
  • Annual operating plan to achieve client success while delivering efficiency targets
  • Achieving associate and revenue retention objectives
  • Maintaining and developing operational controls
  • Driving process and technology innovation
• Drive the successful execution of Mass Document Events to:
  • Timely deliver legislative amendments restatements and related agreements or documents
  • Drive a positive delivery experience and client satisfaction
  • Maximize efficiency through proper planning to drive lower execution costs while maximizing revenue
• Provide day-to-day leadership direction and coaching to accountable team members to achieve business results
• Responsible for organizational planning annual staffing operating plans achieving revenue objectives and budgeted expense targets
• Responsible for team reporting data management system updates and technical enhancements
• Holds regular one-on-ones and team meetings to review strategic goals and initiatives discuss individual development and performance and promote team building
• Works in conjunction with cross functional teams and key stakeholders to set priorities for the approval and implementation of document processes and system updates
• Focused on continuous improvement for both internal and external customers including:
  • Identifying and defining opportunities for greater efficiency and minimizing processes
  • Identifying and rectifying inaccuracies of internal procedures
  • Analyzing data to identify trends and opportunities
• Motivates and leads teams through change
• Identifies tracks and monitors key performance metrics and effects operational changes to improve performance
• Participates in strategic initiatives and collaboration opportunities across the organization
• Identifies risks and develops solutions to address mitigate and / or eliminate
• Responsible for protecting securing and proper handling of all confidential data held by Ascensus to ensure against unauthorized access improper transmission and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• At Ascensus we are guided by our Core Values of People Matter Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.

Supervision:

• Work with their leadership team of 3 to 5 direct reports to establish and manage team deliverables ensuring that service level objectives are consistently achieved or exceeded
• Develop leaders through formal and informal coaching to:
  • Leading associates
  • Developing constructive working relationships
  • Expanding operational skills and document managements knowledge
  • Evolving and building broader business acumen
• Provide guidance to the leadership team and staff daily related to overall workload and in addressing service escalations timely and completely
• Responsible for providing leadership and staff with consistent feedback on performance and areas of improvement including conducting annual performance reviews
• Develop leaders and staff expertise abilities and skills to demonstrate our commitment to the development of our associates and drive their career paths
• Ability to incorporate large teams of temporary and offshore associates for extended periods of time to drive the successful execution of legislative amendments and restatements known as mass events
• Continuously and actively seek out ways to improve associate satisfaction and deliver client-driven results

Requirements:

• Bachelors degree in business or equivalent work experience. Masters degree preferred
• 8-10 years experience in retirement services industry particularly experience with retirement plan documents service agreement and system updates for defined contributions plans
• Proven leadership experience with solid decision-making skills and building strong operational teams
• Demonstrated experience and knowledge of the legislative/regulatory environment in the retirement industry
• High level of integrity and ethical judgment with a commitment to fostering a culture of collaboration and service
• Excellent analytical and problem-solving skills
• Excellent written and verbal communication skills
• Must build and maintain strong relationships with a variety of internal and external counterparts
• Ability to travel

The national average salary range for this role is $150-200k in base pay exclusive of any bonuses and base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location experience performance and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however from time to time it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match Medical Dental Vision Paid-Time-Off etc. For more information please visit all virtual remote positions in order to ensure associates can effectively perform their job duties with no distractions we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building then a stronger connection is you are unsure of your internet speed please check with your service provider. Note: For call center roles specifically it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

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