Project Manager, Financial Benefits

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

📋 Description

• Develop and oversee both new and current projects associated with the 401(k) MEP Benefit and Benefits Billing.

• Supervise quarterly and annual audit processes.

• Handle documentation, year-end projects, nondiscrimination testing, process and reconciliation automation, and the onboarding and integration of new benefit billing.

• Ensure the analytical components of significant projects are executed successfully.

• Assess existing workflows and introduce enhancements to manual processes.

• Maintain continuity of process documentation throughout the Benefits department.

• Collaborate with governmental agencies, employer groups, individuals, external auditors, partners, fiduciaries, and internal teams.

• Formulate and execute strategies to enhance the efficiency and effectiveness of 401(k) MEP and Benefits Billing.

• Prioritize updates driven by user feedback, regulatory modifications, and technological innovations.

• Ensure adherence to regulations and guidelines governing 401(k) and MEPs.

• Keep track of current employment security laws, policies, and procedures.

• Suggest process enhancements to improve Operations efficiency and plan performance.

• Manage customer communications related to Financial Benefits.

• Analyze, gather, and present data on risk performance and Financial Benefits.

• Undertake other related responsibilities as necessary.

⛳️ Requirements

• 3-5 years of experience in operations or project management.

• Previous experience in Retirement is mandatory.

• Proven track record in managing projects is required.

• Retirement Plan Fundamentals (RPF) certification or its equivalent is essential.

• PMP certification is preferred.

• Strong preference for candidates with understanding and experience in AI programs and automation applications.

• Experience with PEOs is preferred.

• Knowledge in benefits billing is advantageous.

• Excellent verbal and written communication skills are necessary.

• Proficient in presenting, facilitating meetings, training sessions, and knowledge-sharing activities.

• Technologically adept; experience with various systems and software applications is required.

• Familiar with business process management activities, such as process mapping, improvement, and implementation.

• Proven leadership capabilities and the ability to take initiative and work effectively independently.

🏝️ Benefits

• A welcoming and casual work atmosphere.

• Attractive benefits package.

• Wellness program offerings.

• Company retreats.

• Opportunities to engage with and learn from leaders in the startup community.

• Reasonable accommodations provided for candidates with disabilities.

• Reasonable accommodations offered for sincerely held religious beliefs and other covered reasons.