PCS Retirement

Director

• Lead and mentor Technical Analyst across multiple Agile teams, ensuring consistent application of Agile principles and practices.
• Partner with Product and Technology leadership to define and refine delivery processes.
• Oversee sprint planning, backlog refinement, daily standups, sprint reviews, and retrospectives across teams.
• Drive continuous improvement initiatives to enhance team performance, predictability, and delivery quality.
• Implement and evolve Agile frameworks (Scrum, Kanban, SAFe, or hybrid models) to support organizational needs.
• Monitor Agile metrics (velocity, throughput, cycle time, team health) and provide insights to leadership.
• Remove organizational impediments that impact team productivity or delivery timelines.
• Foster a culture of collaboration, accountability, and transparency across cross-functional teams.
• Ensure alignment between business priorities, product roadmaps, and development execution.
• Coach leaders and stakeholders on Agile mindset, roles, and responsibilities.
• Support change-management efforts as PCS Retirement continues to scale Agile practices.
• Champion Agile tools and systems (e.g., Jira, Azure DevOps) and ensure consistent usage across teams.

Director, IT Delivery, Scrum

• Supervise and support a team of Relationship Managers, including onboarding, coaching, and performance feedback
• Set team goals and service benchmarks in alignment with department objectives
• Monitor responsiveness and ensure timely resolutions across all client interactions and service requests
• Create processes and procedures for efficient work completion and ongoing monitoring of team performance
• Identify and distribute client assignments, including identification of strategic accounts, while matching specific skills requirements with client needs to optimize service delivery and relationship outcomes
• Lead client meetings, plan reviews, and fiduciary discussions focused on plan health and participant engagement
• Partner with internal teams - Compliance, Operations, Plan Consulting, and Sales - to ensure seamless client service
• Act as a client advocate, helping resolve service issues and escalate concerns when needed
• Help deliver data-driven insights and recommendations that enhance client outcomes
• Contribute to the development and refinement of team workflows, tools, and escalation processes
• Promote a culture of accountability, collaboration, and continuous improvement within the team

Director of Relationship Management

Administration

• Process all external updates related to plan amendments or administrative changes by communicating directly with recordkeepers.
• Submit updates via email or through recordkeeper-specific forms, ensuring accuracy, completeness, and adherence to established procedures.
• Maintain organized documentation of all updates submitted to recordkeepers.
• Complete recordkeeper forms on behalf of internal departments during busy season or as needed.
• Serve as a subject-matter resource for external update processes and recordkeeper requirements.
• Add, modify, and remove employee access across all recordkeeper platforms in accordance with internal controls.
• Conduct periodic reviews of access lists to ensure accuracy and compliance with security protocols.
• Partner with internal teams to gather necessary information for updates and ensure timely submission.
• Provide guidance and support to colleagues regarding recordkeeper processes, forms, and data requirements.

Data Administrator II

Analyst

• Develop, maintain, and optimize advanced SQL queries, stored procedures, and scripts.
• Perform in-depth data analysis to identify trends, anomalies, and actionable insights.
• Ensure data integrity and accuracy across multiple systems and reporting platforms.
• Create and maintain documentation for SQL processes and data models.
• Support ad-hoc reporting and provide timely, accurate analysis to internal teams.
• Troubleshoot and resolve complex SQL-related issues, including performance tuning.
• Contribute to process improvements and automation initiatives.
• Perform other duties and special projects as assigned.

Senior Fulfillment Analyst

Sales

• Develop and execute a strategic sales plan to achieve sales targets and revenue goals for the region
• Strong pipeline management discipline that exhibits habitual focus on cultivating, nurturing and closing business with planned engagement protocols
• Build and maintain strong relationships with key clients, advisors and partners in the region
• Analyze market trends, customer needs, and competitor activities to identify new business opportunities
• Partner closely with implementation, client service and billing teams to ensure positive client transition experience with appropriate knowledge transfer
• Collaborate with other departments, such as marketing and product development, to ensure effective sales strategies and product offerings
• Ensure accurate and timely reporting of sales activities and results to senior management, through consistent utilization of SalesForce.com
• Develop and maintain a deep understanding of the industry and regulatory environment in the region
• Assist with client retention efforts and other targeted initiatives to maximize revenue opportunities for PCS

Regional Vice President of Sales – Northwest Territory

• Provides trainings for level one Analyst responsibilities
• Research system errors by investigating inconsistencies caused by cash activities.
• Performs troubleshooting of scripts that are set up to automate cash reconciliations processes.
• Complete cash reconciliation of multiple and high-volume transactions.
• Daily deposit reporting and verification using multiple databases and Microsoft Excel
• Track and verify cash activity using Salesforce database
• Review exceptions and identify risks pertaining to uninvested cash
• Verify and process cash dividends on internal recordkeeping system.
• Communicate research findings to various internal departments and track resolution of outstanding cash issues.
• Monitor Salesforce tickets and review all requests within 24 hours.
• Evaluate requests, determine necessary course of actions, and communicate to appropriate team members within strict timeframe.
• Perform additional responsibilities and projects as assigned

Cash Reconciliation Analyst II

Implementation Specialist

• Overseeing the seamless implementation and conversion of high-level, white label various retirement plan types
• Serve as a key liaison among clients, advisors, TPAs, and internal teams
• Demonstrate in depth knowledge of the retirement industry and requirements for administering various retirement products
• Provide a high level of customer service, build relationships to ensure retention, and facilitate organic growth
• Adhere to established SLA during the implementation
• Manage the day to day Administration/Implementation process of clients across various product lines
• Conduct status meetings with plan sponsors
• Actively communicate with clients, advisors, TPAs, and prior record keepers
• Analyze deliverables and timetables to develop detailed project plans
• Ensure the accuracy of regulatory notices and enrollment materials
• Provide training to the Payroll Contact/Sponsor/Advisor/TPA
• Oversee the transition of funds out of blackout periods
• Facilitate the collection and processing of conversion data
• Address and resolve data conversion issues