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Team Manager, Recordkeeping Specialists

Definiti

in Remote

Logo for Definiti

Why work at Definiti? If you consider yourself a problem solver and appreciate working autonomously, a career at Definiti may be perfect for you. You’ll be able to directly contribute to the security and success of meaningful retirements for thousands while helping build a growing company. Most positions are fully remote, which provides work-life balance while working with, and for, your colleagues and clients. Definiti not only invests in the tools and retirement service technology to help you be successful in your role, but also supports your professional growth with training and certifications.

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans.

The Team Manager, Recordkeeping Specialists is responsible for managing the day-to-day recordkeeping processes handled by Recordkeeping Specialists, including Definiti Bundled Recordkeeping Plans.

Primary Duties and Responsibilities

  • Supervise and train all team members
  • Manage set up of new Definiti Bundled Plans
  • Oversee all recordkeeping processes performed by RK Specialists, such as conversions, deconversions, fund changes, and training advisors and plan sponsors on Definiti plan and participant websites
  • Utilize with proficiency daily trading platforms (i.e., Mid Atlantic, Matrix, Schwab)
  • Create and maintain workflow processes based on SSAE/SOC principles to safeguard plan and participant account data

Requirements

  • Strong knowledge of retirement plan services and daily recordkeeping
  • Ability to communicate clearly and concisely
  • Time management focus, with attention to deadlines and timelines
  • A track record of consistently meeting and/or exceeding performance expectations
  • Positive attitude and dedication to our client’s needs

Education and Qualifications

  • Prefer 5-8 years of managing daily recordkeeping teams
  • Proficiency in using the Relius Administration system, PensionPro or other workflow systems, and Microsoft Office Suite
  • Bachelor’s degree in business preferred or 5 years of experience in the retirement plan industry
  • Hold American Society of Pension Professionals & Actuaries (ASPPA) Retirement Plan Fundamentals (RPF) Certificates 1 & 2, or expectation to obtain them

Remote Working Requirements

As a remote-first company, we have compiled expectations for a successful remote work environment:

  • Ability to build rapport with others remotely while working productively with limited in-person interaction
  • Designate a quiet, and well-lit space with a fast internet connection for your workspace, free of as many distractions as possible
  • Be online and available during designated business hours in local time zone
  • Accustomed to using Microsoft Teams or virtual-meeting applications to work with colleagues regularly on video and use the chat feature for quick communications
  • Accustomed to file-storage and file-sharing tools such as Microsoft SharePoint and Citrix ShareFile

Benefits

Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:

  • A virtual-first work philosophy
  • 401(k) with up to 4% match
  • Generous paid time off starting with four weeks, in addition to 8 paid holidays and 2 paid floating holidays
  • A variety of medical, dental and vision plan options including Definiti subsidized premiums
  • Company-paid life insurance and short-term disability insurance
  • Bonus plan eligibility

How to Apply

Apply Now


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