Benefits Manager
Sullivan & Cromwell LLP
Plan Implementation Manager
Manulife
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $60,375 - $100,625 per year
Job Level
Junior
About the role
- This role represents an opportunity to be at the forefront of transformation, innovation and service excellence for our U.S. Retirement business. You will help to shape a new retirement recordkeeping and trust operations ecosystem including the complimentary tenets of people, process, technology and data. You will be instrumental in evolving a new culture focused on efficiently implementing and servicing new retirement business, transforming and growing our U.S. Retirement business, while maintaining our reputation for service excellence. The Plan Implementation Manager (PIM) will apply their knowledge, experience, and understanding of U.S. retirement regulations, products, systems and operational onboarding, ongoing service process, and operational controls to support and deliver a best-in-class customer and internal user experience. The PIM is accountable for overall project management and onboarding of new retirement accounts to the platform at Manulife/John Hancock. The PIM will also be accountable for other business-to-business tasks and accountabilities supporting end-to-end servicing including, record keeping services and trust and investment services for US Retirement plans. The PIM will manage the Sponsor and Advisor relationship experience as the plan transitions to Manulife Retirement John Hancock during the onboarding process. The PIM will ensure on-time and accurate requirements, customer experience delivery of plan set-up, payroll set-up and investment mapping of client assets. Additional responsibilities to manage ongoing service delivery and internal controls will also apply. The PIM will primarily coordinate internally with our data, payroll, ERISA, sales, and relationship teams. Success will be measured externally by net promoter score results at time of go-live and within a warranty period after going live. Internally, success will be measured by the efficiency and effectiveness of servicing the plan after go-live.
Requirements
- 1 - 3 years of experience as a Plan Implementation Manager or a similar role. Experience working with the FIS Omni Recordkeeping Platform including the business to business and business to customer scope of services (highly desirable). Flexibility, adaptability, agility, and the capability to innovate and evolve while working through ambiguities associated with new processes, new system, and new products. Firm understanding of U.S. Retirement marketplace and Plan Provider Services including but not limited to: recordkeeping / trust, custody and investment operations. The surrounding ecosystem supporting Advisor, Sponsor, Participant and TPA digital, web, mobile channels. Expertise in one or more of the following end-to-end processes: presales thru sold business, plan onboarding, participant enrollment, payroll and eligibility services, money in motion, distribution processing, plan compliance services, and global cash and trade reconciliation. Experience in the U.S. marketplace as a Plan Implementation Manager and or Ongoing Service Delivery leader. Proven knowledge of U.S. Retirement regulations and operations. Excellent customer service and communication skills (verbal and written). Ability to build and maintain relationships while focusing on professionalism. Excellent knowledge of workflows, procedures and the functionalities, complexities, and limitations of our systems. Expert problem solving, analytical, judgment and decision-making skills. Ability to effectively articulate processes and procedures. Effective time management and ability to multi-task, organize, and prioritize. Preferred Qualifications: Bachelor's degree or Certifications in Retirement Compliance and Operations preferred.
