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About the role
Key responsibilities & impact- Full-time position with primary focus on project managing a variety of settlement projects
- Serve as execution project lead on 2-4 mid- to large sized settlement implementations
- Lead the end-to-end management of pension settlement projects including planning, execution, monitoring and delivery
- Oversee project implementations ensuring compliance with ERISA, IRS and PBGC regulations
- Develop detailed project plans, timelines and status reporting for internal stakeholders and clients
- Coordinate with local teams, legal counsel, recordkeepers and client representatives to ensure seamless execution
- Identify project risks and develop mitigation strategies to prevent delays or compliance issues
- Monitor data accuracy and participant communications, ensuring high-quality deliverables and client satisfaction
- Facilitate client meetings, prepare presentation materials and provide clear updates on project status and next steps
- Manage vendor relationships throughout the project lifecycle
- Support the development of best practices, process improvement and knowledge sharing across the team
Requirements
What you’ll need- 10 years of pension experience
- Prior knowledge of ERISA, IRS and PBGC requirements related to defined benefit plan terminations and settlements preferred
- Excellent organizational and time management skills with the ability to manage multiple complex projects simultaneously
- Proven ability to collaborate across diverse stakeholders, including actuaries, legal teams, plan sponsors and insurers
- Strong analytical and problem-solving skills with keen attention to detail
- Exceptional communication and presentation skills, both written and verbal
- Ability to adapt to evolving regulatory requirements and project complexities
- Comfortable working in fast-paced deadline-driven environments
Benefits
Comp & perks- Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
- Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off
- Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
project managementpension settlementcompliance monitoringrisk mitigationdata accuracy monitoringstatus reportingprocess improvementproject planningvendor managementpresentation preparation
Soft Skills
organizational skillstime managementcollaborationanalytical skillsproblem-solvingattention to detailcommunication skillspresentation skillsadaptabilityclient satisfaction
