Manager, Transition - Retirement Plans

This position is remote and does not require regular in-office presence.

This position manages the teams responsible for new plan installation and support of the sales team as well as the team responsible for plan terminations. This role develops processes which support the field in meeting sales objectives. Additionally, this role will hire, evaluate, develop, and lead associates to meet the division objectives across locations.

What You Do

• Lead implementation team to provide new plan installation through collaboration with internal and external partners
• Lead deconversion team to provide service for plans that are terminating.
• Design & implement processes and controls, in collaboration with internal management
• Build a cross-trained, high performing team through coaching and performance management of associates across locations
• Prepare and evaluate budget for team including quality control requirements
• Identify and resolve problems for both internal & external parties, serving as liaison with internal teams regarding plan sales and installation
• Develop, implement, and monitor quality control measures to ensure work is compliant with all regulations
• Evaluate and recommend system and reporting needs; collaborate with IT or external vendors on maintenance, testing, and performance of software/databases
• Develop partnerships within the organization to engage in cross-functional business initiatives
  
  
  

What You Bring

• Bachelor's Degree or equivalent experience in business or finance required
• 4-7 years’ experience in the administration of retirement plans is required
• 2-4 years supervisory experience required
• Omni FIS and/or Salesforce experience preferred
  
  
  

What we offer:

A meaningful mission. Great benefits. A vibrant culture

Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:

Ameritas Benefits

For your money:

• 401(k) Retirement Plan with company match and quarterly contribution
• Tuition Reimbursement and Assistance
• Incentive Program Bonuses
• Competitive Pay
  
  
  

For your time:

• Flexible Hybrid work
• Thrive Days - Personal time off
• Paid time off (PTO)
  
  
  

For your health and well-being:

• Health Benefits: Medical, Dental, Vision
• Health Savings Account (HSA) with employer contribution
• Well-being programs with financial rewards
• Employee assistance program (EAP)
  
  
  

For your professional growth:

• Professional development programs
• Leadership development programs
• Employee resource groups
• StrengthsFinder Program
  
  
  

For your community:

• Matching donations program
• Paid volunteer time- 8 hours per month
  
  
  

For your family:

• Generous paid maternity leave and paternity leave
• Fertility, surrogacy and adoption assistance
• Backup child, elder and pet care support
  
  
  

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.