Manager of Portfolio Operations at Peaks Renewables, maximizing operational and financial performance of renewable natural gas facilities and tangential assets. Leading a team to build processes and drive innovation in a growing industry.
About the role
- Prepares retirement plan documents for new and existing clients at Transamerica. Consults on plan design changes and business risks for client goals.
Responsibilities
- Prepare plan documents, summary plan descriptions, amendments and funding documents for new and existing clients
- Verify accrued benefits are protected, system issues identified and documents are congruent with system setup
- Consult with clients, client counsel, advisors, Client Management and Client Transition/Installation Services, and other operational areas regarding plan design changes, business risks and other issues to accommodate client goals and objectives
- Consult with outside counsel or senior management regarding requested contract and service agreement changes
- Research specific client plan design/compliance situations as assigned
- Review, analyze and consult on plan mergers and spin-offs to ensure accrued benefits are protected; identify potential system conflicts
- Develop plan filing packages for IRS determination letters
- May assist with plan terminations by assessing status of terminated/abandoned plans; develop and implement project plan, prepare plan termination resolutions, amendments and filing packages for submission to regulatory authorities
Requirements
- Bachelor’s degree in a business-related field or equivalent education/experience
- Two years of pension/retirement plan experience or relevant financial services experience
- Knowledge of plan regulations and plan documents
- Strong written/verbal communication skills
- Organizational skills and attention to detail
- Ability to build rapport with internal and external stakeholders.
- Proficiency using MS Office tools
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually
- Ten (10) paid holidays per year
- Be Well Company holistic wellness program
- Parental Leave – fifteen (15) days of paid parental leave per calendar year
- Adoption Assistance
- Employee Assistance Program
- College Coach Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
Job title
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Experience level
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Degree requirement
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