Defined Contribution Team Manager

🕒 Outubro 30

🌲 North Carolina – Remoto

🌲 North Carolina – Remote

💵 $60.000 - $70.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

👔 Gerente

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Alight Solutions

SiteLinkedInTodas as Vagas

10.000+ funcionários

🤝 B2B

🏥 Saúde

☁️ SaaS

💰 $22.500.000 Post-IPO Secondary - Alight Solutions em 2023-08

B2B • Healthcare • SaaS

A Alight Solutions é uma fornecedora líder em administração de benefícios que oferece soluções pontuais de saúde, patrimônio, licença e relacionados a RH para grandes organizações e seus funcionários. A empresa auxilia na gestão da administração de benefícios e dos processos relacionados ao capital humano para empresas, atendendo muitas das maiores organizações do mundo e mais de 30 milhões de pessoas. A Alight também enfatiza papéis em produtos e tecnologia, sustentabilidade corporativa, recompensas totais, com foco em transformar vidas e organizações, maximizando a saúde, o bem-estar financeiro e laboral.

Descrição

• Lead a team of Registered Representatives supporting participants in employer-sponsored retirement plans • Partner with the Financial Services team to monitor and continuously improve service quality • Coach and develop Registered Representatives through ongoing feedback and timely coaching • Complete required monthly call evaluations and conduct silent monitoring when appropriate • Administer customer care and HR policies and support performance-management processes • Manage compensation and pay processes for aligned Registered Representatives within established budgets and guidance • Support associates in achieving service and performance metrics, including handle-time and schedule-adherence expectations • Provide program, policy, procedure, and tool expertise to resolve customer concerns and escalations • Provide guidance on defined contribution plans, including distributions, loans, investment choices, and plan-specific provisions • Build knowledge of financial wellness solutions and communicate relevant information and direction to the team • Identify opportunities to improve processes, desktop tools, and client procedures and share recommendations • Maintain compliance with AFS Written Supervisory Procedures and FINRA supervisory requirements • Contribute to AFS supervisory procedures and help ensure policies and client interactions meet regulatory requirements

🎯 Requisitos

• Possess FINRA Series 6 and Series 63 licenses • Ability to obtain a Series 24 or Series 26 license within six months of hire • Experience in financial services and/or the 401(k) and retirement-benefits industry • Advanced knowledge of investments and employer-sponsored retirement plans • Working knowledge of qualified retirement-plan requirements • Intermediate knowledge of relevant compliance, regulatory, and legislative requirements • People leadership experience in a contact center or customer-service environment • Experience coaching and developing team members • Experience creating and maintaining audit and compliance procedures • Experience handling customer escalations and complaints • Must have work authorization in the United States that does not now or in the future require visa sponsorship • Must successfully complete applicable background checks

🏖️ Benefícios

• Health, dental, and vision coverages starting Day One • Wellbeing programs • Retirement plans with contribution matching • Generous time off • Parental leave • Continuing education • Career growth opportunities • Flexible working arrangements where possible • Competitive total rewards package • Background-check-related processes as applicable to the position

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