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Senior Manager, Pre Retirement

GuideStone Financial Resources

in Dallas TX

Logo for GuideStone Financial Resources

The Senior Manager, Pre Retirement individually supports and oversees a team of employees who support the administrative management of multiple retirement plans to ensure compliance with IRS regulations and DOL requirements. This position will develop and be responsible for all Pre-Retirement department roles.

What you will do:

  • Develop Pre-Retirement management team through continuous coaching and mentoring.
  • Conduct regular meetings with department management team and training staff to maintain adequate two-way communication between upper management and employees.
  • Conduct meetings at least monthly with all department employees for training, development and communication purposes.
  • Perform annual employee performance reviews and make recommendations regarding merit increases and/or promotions.
  • Work with Director to establish a clear vision of departmental goals and provide the information, knowledge, tools and methods to realize that vision.
  • Partner with Pre-Retirement management team to prioritize work and effectively assign, delegate, coordinate and monitor the work of team members to meet department standards. Assist management team in setting clear and measurable expectations and ensure production and accuracy goals are met or exceeded.
  • Support department management team in monitoring accuracy of work processed and implementing automated processes, queries, verification layers, etc. to ensure accuracy.
  • Oversee annual state convention protection program election process.
  • Identify and resolve operational problems using defined processes, expertise and judgment. Assist managers in making recommendations for improvements in employee productivity or quality of services.
  • Research and resolve escalated customer service issues. Provide expertise and customer service support to department management team by assisting with problems or more complex transactions, corrections and system issues.
  • Manage, participate on or assist with special projects and department initiatives as assigned.  
  • Represent the department and assist in resolving legal and/or compliance matters.
  • Evaluate plan sponsor and participant customer experience and identify training needs in support of corporate goals.
  • Collaborate with other departments as a liaison, resource and subject matter expert.
  • Ensure backup support for other manager’s responsibilities during manager’s absence or when assignments are delegated.
  • Other duties may be assigned.
  • Overtime as required.

Supervisory Responsibilities and/or Relationships:

  • Full scope of supervision includes, but is not limited to:
    • Assessment of job applicant qualification
    • Conducting job interviews
    • Hiring and training of employees
    • Coaching, motivating and training employees,
    • Planning, assigning, and directing work and delegating assignments for team
    • Employee rewards
    • Employee discipline and/or termination
    • Employee performance reviews
    • Addressing complaints and resolving problems
  • Support departmental management team in their responsibilities, including:
    • Supervisory duties in accordance with all organizational policies and applicable laws.
    • Ensuring other departments are aware of any work-related issues generated by Retirement Services that may impact them.
    • Being a primary resource for retirement-related processes and tasks for GuideStone employees and stakeholders.
    • Providing guidance to employees regarding non-routine tasks.
    • Working with other departments to establish and maintain workflows and tasks.
    • Determining and providing training needs for team members.

What you will need:

  • Bachelor’s degree or equivalent work experience.
  • Supervisory and accounting experience is essential.
  • Experience with administration of retirement plans is essential.
  • Proficient PC skills in MS Office and all other applicable GuideStone applications used to support participant and employee data.
  • Must be highly organized, analytical, have strong attention to detail and possess independent decision-making skills.
  • Must manage a variety of tasks and processes at any given time and must be able to prioritize those tasks to meet department goals and deadlines.
  • Requires strong interpersonal skills to interact with all levels of staff and management.
  • Strong verbal and written communication skills to effectively communicate with plan sponsors and participants.
  • Identify and impart training to employees on a regular basis to increase job knowledge and to achieve individual and organizational goals.
  • Ability to lead, coach, motivate, train, coordinate, evaluate, and discipline employees.
  • Ability to understand and interpret multiple plan documents, policies, procedures, legal requirements, and retirement plan concepts.
  • Possess in-depth knowledge of complex recordkeeping system and multiple applications used for research and audit of account transactions.
  • Ability to understand a daily valuation environment (i.e. calculating shares, dividends, capital gains, and earnings).
  • Knowledge of GuideStone retirement and retail products.
  • Knowledge of all types of employer-sponsored retirement plans, IRAs, and personal investments.
  • Knowledge of tax reporting concerning distributions, cash withdrawals, or loan defaults, as they apply.
  • Eagerly accept and complete tasks, projects and research.
  • Seek out ways to enhance our current processes and takes the initiative to implement improvements when appropriate.
  • Ability to research and analyze problems of high impact and recommend solutions.
  • Flexibility required, especially with longer hours needed to accomplish certain assignments.
  • Travel for conferences/workshops and/or client site visits, as needed: 1-2% annually.
  • Must maintain complete confidentiality regarding GuideStone business matters.

How to Apply

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