Transitions & RFP Services Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $96.1k - $135.7k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Serve as the primary point of contact for Empower Retirement RFP requests from internal business partners • Develop, maintain, and improve a centralized library of standardized RFP responses, supporting documentation, and source materials • Coordinate annual RFP content reviews with cross-functional teams for accuracy, currency, and compliance • Lead operational onboarding of new clients, investment vehicles, and investment advisers • Coordinate onboarding with internal departments and external service providers, including custodians, transfer agents, and vendors • Manage operational aspects of client transitions, sub-advisor changes and additions, portfolio rebalancing, and related implementation efforts • Build and maintain relationships with custodians, sub-advisors, transition managers, and other external business partners • Review, reconcile, and approve custodian-bank invoices; administer banking systems, user access, and approval workflows • Develop and enhance operational procedures, internal controls, and standardized workflows • Lead process-improvement initiatives supporting business growth, regulatory changes, operational effectiveness, and process enhancements • Transition newly onboarded clients and investment vehicles to ongoing operational support teams • Manage production, validation, and quality review of client marketing materials • Coordinate and contribute to client presentations and presentation materials • Monitor industry developments, regulatory guidance, and operational best practices; communicate recommendations to management • Mentor and develop team members • Perform other duties as assigned

🎯 Requirements

• Bachelor's degree in Accounting or Finance (Accounting preferred), or an equivalent combination of education and relevant experience • More than six (6) years of securities operations, investment operations, accounting, or investment administration experience within the financial services industry • Candidates without a qualifying degree must possess an additional two (2) to four (4) years of directly related experience • Experience managing client onboarding, investment implementation, operational transitions, or investment operations • Experience coordinating cross-functional initiatives involving multiple internal stakeholders and external service providers • Strong knowledge of securities operations, investment administration, and financial services operations • Intermediate proficiency with Microsoft Excel • Intermediate Microsoft Access or SQL query skills • Strong analytical, organizational, and problem-solving abilities • Excellent written, verbal, and presentation communication skills • Demonstrated ability to manage multiple priorities and deadlines in a fast-paced environment • Strong attention to detail with a commitment to accuracy and quality • FINRA Fingerprinting required • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment that includes the option to wear jeans • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) facilitating inclusion and collaboration • Non-sales positions have the opportunity to participate in a bonus program • Other necessary computer equipment will be provided