skillventory - A Leading Talent Research Firm

Senior Manager, Annual & Additional Defined Contribution Testing

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: Covington • Kentucky, Texas • 🇺🇸 United States

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Job Level

Senior

About the role

  • Supporting internal (Associates, Compliance Consultants, Managing Directors, and Sales) and external (Plan Sponsors, Outside Legal Counsel, Advisors) business partners with employer calculations and additional testing and Regulatory knowledge and experiences.
  • Educating clients regarding their special testing (General Test, Benefits Rights and Features Test, Average Benefit Test) results
  • Leading the testing service team to find solutions when complex issues or errors arise.
  • Assist in setting proper expectations for new clients (sales) and plan sponsor contacts
  • Building the confidence of clients in Fidelity’s services by offering solutions to test failures

Requirements

  • Bachelor’s Degree Required
  • 5+ years of Defined Contribution client service experience required including consultation, ability to lead through escalated issues, provide sales support and assist in implementing services.
  • 4+ years of Defined Contribution nondiscrimination testing experience required
  • ASPPA credentials - QKA, QPA preferred
  • In-depth nondiscrimination testing experience
  • Can review test results and efficiently gain understanding of a plan’s design
  • Understanding of the Employee Plans Compliance Resolution System (EPCRS), and how to apply EPCRS rules to plan corrections
  • Can discuss and explain complex regulatory topics with any audience, tailoring your delivery to the audience
  • Collaborate with Plan Sponsors and internal business partners to build consensus
  • Strong organization skills and keep detailed records of your work
  • Can manage at-risk client relationships
  • Research topics independently and deliver solutions to complex regulatory issues
  • Communicate effectively, work well in a team environment, and possess good presentation skills.
  • Possess great problem-solving skills including the ability to manage escalated issues.
  • Have the ability to negotiate and influence.
Benefits
  • Health insurance
  • 401(k) matching
  • Paid time off
  • Flexible work arrangements
  • Professional development

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Defined Contribution client servicenondiscrimination testingEmployer calculationsRegulatory knowledgetest result analysisplan design understandingEmployee Plans Compliance Resolution System (EPCRS)problem-solvingconsultationsales support
Soft skills
leadershipcommunicationorganizationcollaborationpresentationnegotiationinfluenceclient relationship managementindependent researchtailored delivery
Certifications
Bachelor's DegreeASPPA QKAASPPA QPA