Annual Distributions Team Leader

Overview

Leadership role overseeing the Annual Distributions Team and ensuring regulatory compliance.

Ideal candidate should have 5+ years of management experience in a high-volume environment with expertise in ERISA.

Must work from USA and be authorized to work for any US employer

Locations

• United States

Requirements

• Bachelor's degree required
• Minimum 5 years management experience
• Relevant industry experience with 401(k) loans/distributions

Responsibilities

• Manage 8-10 staff members
• Ensure client satisfaction
• Monitor team productivity
• Develop reports for senior management
• Assist in training junior staff
• Manage annual distribution requests
• Improve existing processes
• Complete performance reviews

Benefits

• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match