Director of Plan Documents

Job Summary

Providing strategic leadership in a remote work environment, the full-time salaried Director of Plan Documents will oversee a specialized team responsible for delivering compliant plan documents and amendments for employer-sponsored retirement plans while enhancing operational effectiveness and ensuring quality service.

Key responsibilities

• Lead and develop a high-performing team by setting priorities, establishing performance goals, and evaluating results
• Serve as a subject matter expert on complex plan document assignments, regulatory requirements, and compliance considerations
• Direct the development and implementation of process improvements to enhance quality and reduce operational risk

Required qualifications

• Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• 7+ years of experience in retirement plan documents, including 3+ years in a managerial or leadership role
• Proven ability to hire, retain, and develop staff through effective talent management practices
• Strong project management skills, with the ability to coordinate multiple projects under pressure
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)