Head of Retirement Operations

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

📋 Description

• Develop and execute the operational strategy for the retirement line of business, emphasizing efficiency and enhancing the experience for customers, agents, and advisors.

• Lead the comprehensive execution of operational functions that align with the goals of the Retirement organization.

• Provide guidance and oversight to ensure effective and profitable operations within the Retirement sector.

• Formulate both short-term and long-term organizational objectives and strategies, confirming that business processes and operational controls are established.

• Identify potential outsourcing strategies and collaborate with key leaders to implement them.

• Work closely with leadership from Distribution, Marketing, Finance, Operations, Technology, and Legal departments.

• Assess Retirement processes and drive improvements in efficiency and performance.

• Report on operating results and track progress towards achieving organizational goals.

• Ensure that tools, resources, and processes are in place for effective performance monitoring, tracking, and reporting.

• Build and manage high-performing, diverse teams.

• Promote continuous improvement and operational efficiency.

• Oversee the budget for the Operations organization.

• Foster employee engagement and well-being through collaboration, innovation, transparency, inclusion, and trust.

• Report directly to the Chief Operations Officer.

⛳️ Requirements

• A minimum of 12 years of progressive leadership experience within the financial services or insurance industry, particularly in an Operations role.

• Extensive knowledge of the Retirement business, including products and operational processes.

• Strong business acumen to effectively execute strategic plans and manage budget allocations.

• Exceptional leadership and communication skills to influence decisions at the executive level.

• Willingness to travel moderately, between 10% to 25% of the time.

🏝️ Benefits

• Competitive Pay

• Bonus for Eligible Employees

• Benefits Package

• Pension Plan

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

• Paid Time Off starting at 160 hours annually for employees in their first year of service

• Ten (10) paid holidays per year

• Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars

• Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service

• Adoption Assistance

• Employee Assistance Program

• Back-Up Care Program

• PTO for Volunteer Hours

• Employee Matching Gifts Program

• Employee Resource Groups

• Inclusion and Diversity Programs

• Employee Recognition Program

• Referral Bonus Programs