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Operations Manager - Plan Rollouts Division

Plan Notice

(Remote / New Orleans LA)

Location: Remote or On-Site (depending on candidate preference)

Company Overview:
Plan Notice is an innovative, tech-driven company transforming retirement plan communications. We specialize in simplifying complex legal information into easily digestible formats, ensuring that participants are informed and plans remain compliant. As we continue to grow, we seek an Operations Manager who thrives in a dynamic environment and is passionate about leveraging technology to enhance operations. 

This individual will run their own division managing a significant volume of small balance rollouts and plan rollovers.  The roll will interact with many Recordkeepers, TPAs, and Plan Sponsors.  

What We Value:
At Plan Notice, we value individuals who are self-motivated, detail-oriented, and possess a natural curiosity for continuous learning. The ideal candidate will have a strong problem-solving ability, excellent organizational skills, and a customer-first mindset. We are looking for someone who can manage multiple projects with ease and is eager to implement innovative solutions that drive efficiency.  Experience overseeing small to medium size teams is a benefit.

Key Responsibilities:

• Operational Optimization: Identify, implement, and manage technology-driven processes to streamline operations and improve efficiency.
• Client Management: Oversee client communications and ensure a seamless experience across multiple tech platforms. Proactively address client needs and resolve issues.
• Process Improvement: Continuously assess and refine operational processes to align with company growth and evolving technology. Develop and implement best practices.
• Team Collaboration: Work closely with cross-functional teams to ensure operational goals align with overall business objectives. Foster a collaborative environment that encourages innovation.
• Data Management: Maintain and manage client accounts, ensuring data accuracy and security. Utilize analytics to inform operational decisions.
• Technology Integration: Stay up-to-date with the latest tech tools and trends. Lead the integration of new technologies to enhance operational capabilities.

Qualifications:

• Bachelor’s degree in Business, Operations Management, or a related field, or equivalent experience.
• Minimum of 3 years of experience in the retirement industry or a tech-focused operations role, preferably in a fast-paced environment.
• Proficient in project management software, CRM systems, and other relevant tech platforms.
• Strong multitasking abilities, with excellent prioritization and problem-solving skills.
• Exceptional communication skills, both written and verbal, with a customer-focused approach.
• Demonstrated ability to learn and adapt to new technologies quickly.

What We Offer:

• Competitive Compensation: based on experience, with opportunities for significant bonuses/profit sharing.
• Comprehensive Benefits: Health insurance, retirement plans, and paid time off.
• Growth Opportunities: A dynamic work environment that promotes professional development and career advancement.
• Inclusive Culture: Join a team that values diversity, collaboration, and innovation.

How to Apply

Interested candidates should submit their resume and a cover letter outlining their qualifications and experience directly to Michael Kirschman, michael@plannotice.com.  We look forward to learning how you can contribute to the success of Plan Notice.

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