Team Manager, Retirement Plan Implementation
Cetera Financial Group - Des Moines, IA
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We are seeking a Team Manager to add to our growing Retirement Plan Implementation (Onboarding/Legal) TPA team. Cetera is very focused on the 401(k) space - as a result the Cetera TPA is happily experiencing outsized growth. You will help design, implement and maintain a best of class new plan Onboarding experience. At Cetera Retirement Plan Specialists (TPA), we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making a difference. If you possess these qualities and are eager to join a dedicated team, then we believe that you will thrive in our organization.This position will be hybrid, work from home and two days in your nearest Cetera office (Dallas (Coppell), TX; Des Moines, IA; El Segundo, CA; San Diego, CA; or Saint Paul, MN.)What you will **Be a people leader for the Retirement Plan Consulting Onboarding/Legal teams.Attend weekly management meetings with upper management and other supervisors.Act as point of contact for escalation and problem solving for Team Managers, clients and advisorsOwn all KPI/OKR Dashboard data points and reportingEnsure smooth department coordination and optimizationPerform annual reviews and assistance department goal setting and Participant MetricsOversee aspects of client/advisor experience, proposal generation, Onboarding automation, and plan design.What you will *Previous people leader experience in a management capacitySolid understanding ERISA CompliancePrior experience with Retirement and Onboarding2+ years of experience working with a TPA****The base annual salary range for this role is $90,000 to $120,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
Created: 2025-03-04