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The Manager, Retirement Programs leads the design, administration, and oversight of the organization's retirement benefit programs, ensuring alignment with the bank's total rewards strategy and compliance with all regulatory requirements. Collaborates cross-functionally to deliver competitive, cost-effective retirement solutions that support talent attraction, retention, and long-term financial wellness.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Lead the design, implementation, and administration of the organization's 401(k) and defined benefit retirement plans
- Partner with HR leadership and Finance to align retirement strategy with organizational goals and cost models
- Manage vendor relationships, including performance reviews, service-level agreements, and contract negotiations
- Ensure regulatory compliance and manage all required filings, audits, and plan documentation (e.g., 5500s, SPDs)
- Oversee plan communications and education initiatives in partnership with internal stakeholders and vendors
- Monitor plan performance, utilization, and trends to identify risks and opportunities for improvement
- Serve as a subject matter expert and liaison to the Benefits Committee, supporting agenda development and reporting
- Stay current on benefits legislation and retirement plan innovations; recommend enhancements as needed
- Lead and develop benefits professionals, fostering engagement and performance
- Respond to escalated associate inquiries and resolve complex benefit issues with empathy and accuracy
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
- Bachelor's degree in Human Resources, Finance, or related field; CEBS, CBP, or SHRM certification preferred
- Minimum 6 years of experience in employee retirement benefits; financial services industry preferred
- At least 2 years of leadership experience, with demonstrated success managing programs or teams
- In-depth knowledge of ERISA, IRS, DOL, and SECURE 2.0 regulations
- Strong analytical, vendor management, and project management skills
- Proficiency in Microsoft Excel, PowerPoint, and HRIS/benefits systems (e.g., Workday, Fidelity, Alight)
- Excellent communication and presentation skills with ability to influence senior leaders
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
- Ability to work under stress and meet deadlines
- Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
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