Manager, FuturePlan

🔥 14 hours ago

🌽 Illinois, Massachusetts, +2 more states – Remote

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💵 $85k - $110k / year

⏰ Full Time

🟠 Senior

🔴 Lead

👔 Manager

🦅 H1B Visa Sponsor

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Logo of Ascensus

Ascensus

5001 - 10000 employees

Founded 2000

💼 Consulting

🛡️ Insurance

💸 Finance

💰 Secondary Market on 2019-02

Consulting • Insurance • Finance

Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

📋 Description

• Manage a staff of Consultants and Assistants delivering retirement plan services to plan sponsors, brokers/agents and financial partners • Maintain service standards and an environment promoting achievement and professional growth • Protect, secure, and properly handle confidential Ascensus data • Motivate, lead, support, and train team members to provide excellent customer service • Participate in hiring by conducting interviews and evaluating candidates • Provide periodic performance feedback and complete performance planning, updates, and annual appraisals • Coordinate processes and procedures with other managers • Participate in leadership meetings, associate meetings, project activities, and annual planning • Monitor service levels, phone activity, associate productivity, and metrics • Plan and organize workflow to meet service commitments • Produce weekly/monthly production metrics reports • Develop staffing strategies to allocate resources according to business needs and client service objectives • Coordinate training and instruction for new associates • Develop staff industry knowledge, business skills, and professional development • Develop workflow alternatives, recommend process improvements, and help implement changes • Perform other duties and special projects as assigned

🎯 Requirements

• Bachelors Degree required • Advanced degree or industry specific certification (ASPPA, CEBS, etc.) strongly preferred • 3-5 years supervisor/managerial industry experience • 7-10 years overall industry experience • Proficiency with Microsoft Office • Comprehensive knowledge of retirement plans and the services provided by Ascensus Consulting including Compliance and Recordkeeping services • Excellent analytical and problem solving skills • Ability to work well under pressure with multiple priorities and deadlines • Strong Interpersonal Skills • Polished Presentation Skills • Excellent Written and Oral Communication Skills • Excellent Conflict Resolution Skills • Proven Project Management Skills • Superior Coaching and Mentoring Skills • Superior Time Management Skills • Ability to travel, if needed

🏖️ Benefits

• 401(k) match • Medical • Dental • Vision • Paid-Time-Off • EEO employer M/F/D/V

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