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Manager, Recordkeeping Services

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. 

Position Summary

As Manager, Recordkeeping Services, you’ll be responsible for leading Definiti’s processing and participant call center teams. With a focus on customer delight, this proven leader will assess staff and processes, measure performance against operational goals and handle client escalations. 

The ideal candidate is adept at both setting direction and taking a hands-on approach to address issues as they arise. The Manager will identify opportunities to enhance Definiti’s service offerings, prioritize effective and proactive communication and lead change. This position reports to the Director, Recordkeeping Services. 

Requirements

Primary Duties and Responsibilities

  • Supervises the RK Processing Team manager and the Participant Service Center Team manager who manage direct reports.
  • Provides guidance, mentoring and coaching to direct reports who are responsible for operational performance of team members.
  • Oversees the implementation and ongoing maintenance of PensionPro.
  • Assists with the integration of newly acquired businesses.
  • Creates and maintains workflow processes based on SSAE/SOC principles to safeguard plan and participant account data.
  • Interfaces with the RK Specialist Team Manager and RK Trading and Reconciliation Manager to continue department growth.
  • Works across departments to ensure collaboration for shared goals. 
  • Implements special projects as needed.

Competencies Required

  • Strong knowledge of retirement plan services and daily recordkeeping.
  • Track record of leading recordkeeping processing teams with a focus on operational efficiencies and improving the overall client experience.
  • Thrives in a dynamic environment and able to balance multiple projects, leveraging strong organizational and time management skills.
  • Time management focus, with attention to deadlines and timelines.
  • Able to develop strong, trusting relationships with peers across the company.

Education and Qualifications

  • Prefer 8-10 years of managing daily recordkeeping teams, including supervising managers.
  • Proficiency in using the Relius Administration system, PensionPro and Microsoft Office Suite.
  • Associates degree required. Bachelor’s degree in business preferred or 8 years of experience in the retirement plan industry.
  • ASPPA’s RPF-1 & RPF-2.

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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