Execution Project Lead Associate

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• This is a full-time role primarily focused on managing a diverse range of settlement projects.

• Act as the execution project lead for 3-5 micro to mid-sized settlement implementations.

• Oversee the comprehensive management of pension settlement projects, including planning, execution, monitoring, and delivery.

• Ensure project implementations comply with ERISA, IRS, and PBGC regulations.

• Create detailed project plans, timelines, and status reports for internal stakeholders and clients.

• Collaborate with local teams, legal advisors, recordkeepers, and client representatives to facilitate smooth execution.

• Identify potential project risks and work with RRM resources to formulate mitigation strategies to avoid delays or compliance issues.

• Monitor data accuracy and participant communications, ensuring high-quality deliverables and client satisfaction.

• Lead client meetings, prepare presentation materials, and provide clear updates on project status and upcoming steps.

• Manage vendor relationships throughout the project lifecycle.

⛳️ Requirements

• A minimum of 5 years of experience in pensions.

• Previous knowledge of ERISA, IRS, and PBGC regulations regarding defined benefit plan terminations and settlements is advantageous but not mandatory.

• Excellent organizational and time management abilities with the capability to handle multiple projects simultaneously.

• Demonstrated ability to collaborate with a variety of stakeholders, including actuaries, legal teams, plan sponsors, and insurers.

• Strong analytical and problem-solving capabilities with a sharp attention to detail.

• Outstanding communication and presentation skills, both written and verbal.

• Ability to adapt to changing regulatory requirements and project complexities.

• Comfortable working in fast-paced, deadline-driven environments.

🏝️ Benefits

• Medical (including prescription coverage)

• Dental

• Vision

• Health Savings Account

• Commuter Account

• Health Care and Dependent Care Flexible Spending Accounts

• Group Accident

• Group Critical Illness

• Life Insurance

• AD&D

• Group Legal

• Identity Theft Protection

• Wellbeing Program

• Work/Life Resources (including Employee Assistance Program)

• Paid Holidays

• Annual Paid Time Off (includes paid state/local paid leave where required)

• Short-Term Disability

• Long-Term Disability

• Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave)

• Contributory Pension Plan

• Savings Plan (401k)

• Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans