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Hybrid Vice President, Plan Documents and Agreements – Retirement Industry

at Ascensus
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Posted 2 weeks ago

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About the role

  • 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

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

HybridUnited States

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