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Director of Transactions (Managerial)

MAP Retirement

in Remote

Logo for MAP Retirement

MAP is looking for a Director of Transactions to join the leadership team.  This individual will oversee and manage a team of Transaction Team Leads and Coordinators.   Will help foster a cohesive transaction team by directing distribution and loan workflow, supporting strong communication and displaying good judgment and leadership to ensure the proper administration of all distribution and loan transactions.  May be responsible for other projects or managerial duties as they are presented.  This is an opportunity to join a fast-growing TPA Firm and have a significant impact of the growth within the MAP Organization.

Qualifications:

  • Desired two plus years’ experience with Managing a team in the retirement industry
  • Required knowledge of Distribution, Loan, Plan Termination, QDRO, Refund Distribution Requests and F1099 processing.
  • Plan Document review and RecordKeeper knowledge is a plus
  • Ability to work independently and self-sufficiently on assigned tasks
  • Time management focus, with attention to detail, deadlines, and customer service needs  
  • Strong commitment to proactively managing workload according to IRS/DOL deadlines
  • Must be willing to work seasonal/cyclical
  • FT William & PensionPro experience a plus

Responsibilities:

  • Responsible for the day to day assignment of incoming and completed outgoing transactions of both the Transaction Team Lead and Coordinator
  • Quality Review of transactions completed by the team
  • Manage team service expectations and conduct Performance Review discussions based on MAP’s standards
  • Manage PensionPro projects and recommend efficiencies within the transaction team and/or between other department Directors
  • Collaborate and maintain relationships with internal colleagues to achieve and exceed client service and retention standards
  • Maintain current industry knowledge and participate in Operational meetings

How to Apply

Please email your resume to Careers@map401k.com


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