Retirement Operations Manager

OneDigital

Retirement Operations Manager overseeing all aspects of retirement plan operations. Managing plan documentation, compliance, and client education initiatives while collaborating with internal teams.

Posted 5/21/2026full-timeOrlando • Florida • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Oversee the preparation of quarterly investment management documentation
Conduct regular fee analysis and benchmarking to ensure optimized plan performance
Develop comprehensive plan review meeting materials to facilitate client communication
Manage key dates and events for clients and advisors, including fund changes, notices, 5500 filings, and compliance deadlines
Lead the process of plan amendments and recordkeeper fund changes
Review and approve retirement plan invoices to ensure accuracy
Maintain and update fee and service agreements for plan sponsors
Manage new business and lost business processes, ensuring accurate submission and monitoring
Provide general support to advisors and clients, addressing inquiries and resolving administrative issues
Compile fund line-up proposals for clients, considering investment options and fees
Oversee communication related to fund or plan changes, keeping clients and advisors informed
Schedule and follow up on client meetings to ensure effective communication and relationship management
Coordinate RFP due diligence research to support new business initiatives
Plan and schedule participant education sessions, including enrollment meetings
Conduct research and develop communication materials to promote participant education initiatives
Manage reminders to clients regarding fiduciary and financial academy opportunities
Oversee the review and update of Salesforce data related to plan design, contacts, and marketing distribution
Manage and maintain personal and team productivity in Salesforce
Support the implementation of Workplace to Wealth strategies

Requirements

What you’ll need

Strong understanding of ERISA regulations and fiduciary best practices in the retirement plan industry
Demonstrated capacity to build and document processes and procedures
Excellent communication, presentation, and interpersonal skills
Experience with data analysis and reporting tools
Demonstrated ability to manage multiple tasks and projects effectively
Proactive and results-oriented approach to client service and business development
Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)
Ability to adapt to a rapidly changing business and technology environment
Continual learner mentality, able to adopt new solutions and help respond to the impact of new systems
Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data
Business travel up to 25%

Benefits

Comp & perks

health, wellbeing, retirement, and other financial benefits
paid time off
overtime pay for non-exempt employees
reimbursement of job-related expenses per the company policy
employee perks and discounts

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisreporting toolsprocess documentationfee analysisbenchmarkingplan amendmentsfund changesparticipant educationcommunication materialsSalesforce

Soft Skills

communication skillspresentation skillsinterpersonal skillsproject managementproactive approachresults-orientedadaptabilityconfidentialityrelationship managementteam productivity