Manager, Participant Transaction

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

📋 Description

• Oversee daily operations while ensuring compliance with service-level agreements, quality benchmarks, regulatory obligations, and internal controls.

• Manage team performance through consistent feedback, coaching, development planning, performance evaluations, and succession planning.

• Lead initiatives in recruitment, onboarding, training, employee engagement, and capability enhancement.

• Identify and implement process enhancements that improve efficiency, quality, customer satisfaction, scalability, and cost-effectiveness.

• Monitor operational performance metrics, capacity, backlogs, and system dependencies to reduce service interruptions and processing delays.

• Proactively recognize, evaluate, mitigate, and escalate operational, compliance, technology, and customer-related risks.

• Collaborate with cross-functional teams, technology partners, support functions, auditors, and senior management.

• Deliver timely and precise reporting and analysis of business drivers, key performance indicators, service metrics, risk indicators, and productivity measures.

• Analyze performance patterns, conduct root-cause analyses, and implement corrective and preventive measures.

• Assist with forecasting, capacity planning, budgeting, resource allocation, and long-term operational strategies.

• Lead governance routines, business reviews, audits, compliance assessments, and ensure timely resolution of identified issues.

• Maintain standard operating procedures, controls, documentation, and business continuity plans.

• Manage projects and change initiatives from planning to execution.

• Uphold confidentiality and safeguard customer, employee, and business information.

• Cultivate a culture of accountability, collaboration, inclusivity, customer focus, and continuous improvement.

⛳️ Requirements

• In-depth understanding of defined contribution plan operations, regulatory standards, and industry practices.

• Strong grasp of the Internal Revenue Code, ERISA, and relevant regulations pertaining to defined contribution plans.

• Exceptional leadership skills, including coaching, performance management, delegation, conflict resolution, and talent development.

• Outstanding stakeholder management, influencing, negotiation, and relationship-building abilities.

• Strong operational risk and control awareness.

• Excellent analytical, critical thinking, problem-solving, and decision-making skills.

• Ability to interpret data and convert findings into clear, actionable recommendations.

• Proven project management and change management skills.

• Exceptional written, verbal, presentation, and facilitation abilities.

• Self-motivated, proactive, accountable, and results-driven.

• Capable of managing multiple priorities and making sound decisions under pressure.

• Keen attention to detail and a commitment to accuracy, quality, and compliance.

• Quick learner of new processes, systems, policies, and procedures.

• Proficient in Microsoft Excel, PowerPoint, Word, and Outlook; experience with reporting or data visualization tools is a plus.

• Willingness to work late-night shifts if necessary.

• Minimum of 8 years of experience in the US Retirement Industry.

• Preferably 6 years of experience in DC.

• At least 2 years in a leadership role.

• Bachelor's or Master's Degree in any field.

🏝️ Benefits

• Flexible work environment.

• Fluid career paths.

• Opportunities for internal mobility.

• Support for well-being and work-life balance.

• A welcoming and inclusive workplace.

• Employee volunteering opportunities.