Hybrid Vice President, Plan Documents and Agreements – Retirement Industry

at Ascensus

• Job title: Vice President, Plan Documents and Agreements – Retirement Industry
• Job type: Full Time
• Experience level: Lead
• Salary: $150,000 - $200,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, United States

About the role

• Vice President of Documents and Agreements managing daily operations and strategic plans in retirement services industry. Leading document drafting and compliance for client satisfaction across the organization.

Responsibilities

• Develop and execute strategic plans and company policies, maintain an open dialogue with stakeholders and drive organizational success
• Provide leadership and management of: Department budget(s), Strategic vision, Annual operating plan to achieve client success while delivering efficiency targets
• Achieving associate and revenue retention objectives
• Maintaining and developing operational controls
• Driving process and technology innovation
• Drive the successful execution of Mass Document Events to ensure timely delivery of legislative amendments, restatements and related agreements or documents
• Drive a positive delivery experience and client satisfaction
• Maximize efficiency through proper planning to drive lower execution costs while maximizing revenue
• Provide day-to-day leadership, direction, and coaching to accountable team members to achieve business results
• Responsible for organizational planning, annual staffing, operating plans, achieving revenue objectives, and budgeted expense targets
• Responsible for team reporting, data management, system updates and technical enhancements
• Holds regular one-on-ones and team meetings to review strategic goals and initiatives, discuss individual development and performance, and promote team building
• Works in conjunction with cross functional teams and key stakeholders to set priorities for the approval and implementation of document processes and system updates
• Focused on continuous improvement for both internal and external customers including: Identifying and defining opportunities for greater efficiency and minimizing processes
• Identifying and rectifying inaccuracies of internal procedures
• Analyzing data to identify trends and opportunities
• Motivates and leads teams through change
• Identifies, tracks, and monitors key performance metrics and effects operational changes to improve performance
• Participates in strategic initiatives and collaboration opportunities across the organization
• Identifies risks and develops solutions to address, mitigate and/or eliminate
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

Requirements

• Bachelor’s degree in business or equivalent work experience
• Master’s degree preferred
• 8-10 years’ experience in retirement services industry, particularly experience with retirement plan documents, service agreement and system updates for defined contributions plans
• Proven leadership experience, with solid decision-making skills and building strong operational teams
• Demonstrated experience and knowledge of the legislative/regulatory environment in the retirement industry
• High level of integrity and ethical judgment, with a commitment to fostering a culture of collaboration and service
• Excellent analytical and problem-solving skills
• Excellent written and verbal communication skills
• Must build and maintain strong relationships with a variety of internal and external counterparts
• Ability to travel

Benefits

• 401(k) match
• Medical
• Dental
• Vision
• Paid-Time-Off
• Uninterrupted virtual workspace and family care expectation during business hours