Job Description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Supervises a team responsible for coordinating the transfer/depletion of assets for plans that are terminating their contracts with Empower.
Ensures compliance with all applicable regulations and according to specific client objectives.
ESSENTIAL FUNCTIONS:

• Leads a team responsible for coordinating assets transfers for contract and plan terminations.
• Coordinates activities cross- functionally during the termination process ensuring that all prescribed timetables are met and compliance with applicable regulations.
• Troubleshoots and resolves the most complex issues that arise in the termination process, working in collaboration with all levels of company and client employees.
• Directly supervise, facilitate, develop mentor and train staff members.
• Interview and hire new personnel, conduct performance appraisals, monitor and take necessary disciplinary action with existing staff.
• Be held accountable for ensuring staff meets all department standards.
• Responsible for client relationship management during termination process.
• Ensures proper documentation of all team procedures and processes.
• May become actively involved, as required to meet schedules.
• Responsible for managing higher levels of financial and reputational risk associated with deconversions.
• Other duties as assigned
  

QUALIFICATIONS:

• Bachelor's degree and four years relevant work experience.
• Without a degree, 6 years relevant work experience.
• FINRA Fingerprinting Required.
• Strong customer service experience required, preferably in a financial service-related field.
• Knowledge of retirement plans (401(k), 403b, 457, IRA) as well as multiple product lines.
• Intermediate proficiency in MS Office (Excel/Word)
• Ability to work within prescribed deadlines and in a team environment
• Strong organizational, attention to detail, written and verbal communication skills.
• Resolves most questions and problems and refers only the most complex issues to higher levels.
• Full management responsibility for team with high degree of autonomy.
• Manage operating costs, expenses, and staffing for team
• Performs review of data and activity to prevent risk of loss due to errors
• Cross-functional collaboration with legal, compliance, systems, financial control, technical support
• Works with a wide audience, including senior management and frontline associates, as well as special projects teams, vendors, and other internal and external outside entities
• This position may manage a team of approximately six to seven associates who are primarily specialists and consultants and is responsible for the hiring of these positions, training and developing associates, distributing work, and performance
• management.

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the
right to revise this job description at any time.You will be evaluated in part based on your performance of the responsibilities and/or tasks
listed in this job description.You may be required perform other duties that are not included on this job description. The job description is
not a contract for employment, and either you or the employer may terminate employment at any time, for any reason

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.