Operations Manager, 401(k) Services

Job Summary

Leading a team focused on the transition of clients' 401(k) plans, the full-time remote Operations Manager, Customer Success Operations will manage terminations and deconversions, ensuring high-quality financial transactions while collaborating with cross-functional teams to enhance operational processes.

Key responsibilities

• Coach and develop a team, fostering a culture of precision and accountability in processing financial transactions
• Own quality control processes for the termination and deconversion lifecycle, ensuring accuracy and compliance
• Identify and lead projects to improve and scale team processes, utilizing various systems and automation tools

Required qualifications

• 3+ years of people-management experience in a regulated financial environment, preferably in retirement plan services
• Direct operational experience with 401(k) plan terminations and deconversions
• Strong understanding of the transaction lifecycle within a 401(k) or similar financial product
• Proven ability to design and manage quality control processes and SLAs in a high-stakes environment
• Experience in leading operational improvement projects, including documentation of standard operating procedures