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Project Manager - Retirement Plan TPA

Compass

(Remote / Stratham NH / Hybrid)

Job Summary:

The Project Manager plays a crucial role in managing projects spanning multiple departments. This includes gathering, analyzing, and interpreting data related to these projects. This role also involves collaborating with cross-functional teams, developing relationships with plan sponsors and vendors, managing resources, and ensuring project milestones and onboarding timelines are met. This position can be fully remote, in-office in Stratham, NH, or hybrid.  

Duties/Responsibilities:

• Serve as the primary point of contact for certain projects as assigned, including but not limited to:
• annual force-out distributions for applicable plans.
• implementation of new systems or software.
• special client projects/corrections
• Manage project planning, including defining scope, objectives, and deliverables. 
• Coordinate project activities, timelines, and dependencies. Monitor progress and adjust as needed.
• Ensure project tasks are assigned and completed as scheduled. Work with team members to allocate resources effectively. 
• Maintain project documentation, including project plans, status reports, and meeting minutes.
• Communicate project updates to stakeholders.
• Meet Compass Service Agreement standards when interacting with plan sponsors, participants, advisors and vendors, including addressing inquiries efficiently, professionally and accurately. 
• Respond to plan sponsors, participants, advisors and vendors emails and calls within 24 hours.? 
• Develop SOPs for processes in which you are determined to be a SME. This includes writing the SOP as well as recording the SOP overview.
• Serve as backup/overflow for Operations staff members when they are out of the office and/or during peak time periods for the department.
• Act as a conduit between outsourcing partners and internal staff to communicate issues and develop processes and training.
• Manage relationships with certain vendors and internal staff to communicate issues and develop processes and training.
• Assist in the establishment and maintenance of various software and data management systems. 
• Identify areas of improvement for Compass services and propose solutions to enhance efficiency and accuracy.
• Protect and secure all confidential data held by Compass to prevent unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to the company or our plan sponsors, participants, advisors and vendors.   
• Stay informed about Compass's business and product offerings to provide informed assistance to plan sponsors and advisors and to ensure compliance with industry regulations and best practices.
• Perform additional job duties/special projects as assigned.?? 

Required Skills:

• Proficient with Microsoft Office Suite or related software.
• Comprehensive knowledge and understanding of retirement plans, record-keeping and payroll platforms.   
• Strong analytical skills and attention to detail.
• Exceptional organizational skills.
• Ability to problem solve, be proactive, and demonstrate initiative.  
• Ability to adapt to changing priorities and meet deadlines. 
• Ability to function well in a fast-paced environment. 
• Ability to work both independently and in a collaborative team environment. 

Education and Experience:

• Bachelor's Degree in Business or related field preferred.
• 3-5 years experience in a related field.
• ASPPA credentials are preferred.   

Working Conditions and Physical Requirements:

• Requires the ability to:
• Sit at a desk and work on a computer for a prolonged period
• Operate a computer, phone, keyboard, mouse, copier, scanner, postage machine and other related office equipment.
• See and observe printed or electronic information on computer monitors.  
• Communicate and exchange information to others over phone or video conferencing software.
• Communicate and interact cordially and professionally with other staff members.
• Follow all company policies as outlined in the employee handbook.
• Working conditions include a normal indoor office environment. If remote in employee’s home, the space should be free of interruptions with minimal background noise.
• Regular work hours should match those hours the clients and other employees are working, which is Monday through Friday in the 7:00am – 6:00pm range.  
• The position can be in-office in NH or remote from the employee's home.    

How to Apply

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