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Defined Contribution Practice Leader

Group RHI

in Spring TX

Location:  The Woodlands, TX
Reports to: President, RHI TX

The Companies of Group RHI are premier providers of customizable, unbundled solutions across the full spectrum of retirement plan design, implementation, administration and actuarial services.

Purpose of position

Provide secured plan participants with world class customer service with solutions and information regarding their financial retirement plan(s), both Pension and/or 401(K).

Primary Duties and Responsibilities

  • Manage ongoing activity within daily valuation recordkeeping environment
  • Support call center requests from investment advisors and clients – consulting support/higher level trouble shooting (Relius)
  • Peer review of daily trades and review/release of check requests
  • Senior consultant for majority of clients within both LOBs. Handle most escalated issues
  • Manage ongoing implementation process
  • Manage deconversion process for outgoing plans.
  • Manage fund change projects
  • Manage quarter end statement process
  • Attend client meetings as scheduled
  • Evaluate current processes and look for ongoing efficiencies that can be put in place
  • Manage the LOB PL budget

Education and Qualifications

  • Eight (8) or more years of experience in retirement services industry
  • Bachelor’s degree preferred or
  • QKA, QPA designations earned

 Competencies Required

  • Extensive Relius knowledge in a daily valued environment
  • Strong technical skills
  • Excellent verbal and written communication skills
  • Proficient with Microsoft Office (Excel, Word, Outlook) and ability to learn different software platforms and applications.
  • Strong management skills

Desired Skills

  • Bilingual (English/Spanish)
  • Research and develop potential customers to offer Group RHI services

Working Conditions  

Position in a professional, smoke-free call center environment

25% travel required

How to Apply

reply via email to

This ad has been viewed 846 times. It expires on 2/26/2019.

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