Retirement Plan Services Manager (Pleasanton, CA) BeneSys, Inc.
- 2.8 Pleasanton, CA Job Details Full-time $110,000
- $115,000 a year 1 day ago Benefits AD&D insurance Paid holidays Disability insurance Health insurance Dental insurance Tuition reimbursement Dependent health insurance coverage Vision insurance 401(k) matching Referral program Qualifications Team leadership Bachelor's degree Full Job Description Retirement Plan Services Manager (Pleasanton, CA) Position Overview The Retirement Plan Services Manager provides strategic and operational leadership for the Retirement Plan Services department.
This role is responsible for ensuring accurate and efficient pension administration while leading initiatives that improve operational performance, client satisfaction, reduce errors, and modernize workflows across the department. The Retirement Plan Services department currently operates in a highly manual environment. This role will lead the transformation of those processes by implementing operational discipline, improving workflows, strengthening quality controls, and identifying opportunities for automation and system enhancements. The ideal candidate will bring strong operational leadership experience and a proven track record of improving complex administrative operations and client satisfaction through Lean principles, process redesign, and continuous improvement methodologies. Operational Transformation Expectation This position plays a key role in driving operational and client service improvements within the Retirement Plan Services department. The Retirement Plan Services Manager will be responsible for evaluating current workflows, identifying inefficiencies, reducing manual processes, and implementing scalable solutions that improve department performance. This role requires a leader who is comfortable challenging legacy processes, implementing operational discipline, and building scalable operational practices that support the organization's continued growth. Primary Responsibilities Provide leadership and oversight for the daily operations of the Retirement Plan Services department. Ensure department productivity, quality, and service level objectives are consistently met. Establish and monitor department performance metrics including error rates, turnaround times, and productivity benchmarks. Lead initiatives to reduce manual processes and errors through workflow redesign, standardization, audits, and automation. Analyze operational data and reports to identify trends, risks, and improvement opportunities. Develop and maintain standard operating procedures (SOPs) to ensure consistent and accurate pension administration. Identify root causes of operational errors and implement sustainable corrective solutions. Partner with IT and internal teams to support system enhancements and automation initiatives. Ensure compliance with plan documents, ERISA regulations, and company policies. Oversee quality assurance and internal review processes. Recruit, train, coach, and develop department staff. Establish employee performance goals and conduct performance reviews. Promote a culture of accountability, continuous improvement, and operational excellence. Collaborate with leadership and other departments to support strategic initiatives. Regular and predictable attendance is an essential function of this job. Qualifications Bachelor's degree in Business Administration, Operations Management, or a related field required. 5+ years of leadership experience in pension administration, benefits administration, or a related environment required. Experience administering Defined Benefit (DB), Defined Contribution (DC), 401(k), or other multiemployer pension plans, preferably within a Taft-Hartley or collectively bargained environment. Experience interpreting and applying plan documents, Summary Plan Descriptions (SPDs), collective bargaining agreements, and regulatory guidance in the administration of retirement benefits. Experience leading or improving pension administration workflows, including identifying operational inefficiencies, reducing processing errors, and implementing improved procedures or system enhancements. Demonstrated success identifying root causes of errors and implementing long-term solutions. Experience leading process improvement initiatives using Lean, Six Sigma, or similar methodologies preferred. Strong analytical and problem-solving skills. Ability to manage multiple priorities and lead teams through operational change. Strong leadership and employee development skills. Excellent written and verbal communication abilities. Key Competencies Pension Administration (Defined Benefit, Defined Contribution, and Multiemployer Plans) Employee Benefits & Retirement Plan Administration Operational Leadership & Team Development Process Improvement & Lean Methodologies Quality Control & Error Reduction Workflow Optimization & Process Standardization Data-Driven Decision Making & Performance Metrics Change Management & Operational Transformation Work Schedule
- Full time. Monday
- Friday, 8:00am
- 5:00pm.
Required in office (no at-home days). Competitive Benefits and Compensation Package Vacation days earned at a rate of 1 day per each full month worked (for your first pro-rated year) 5 sick days after 90 days of employment 12 paid holidays Medical, dental, and vision insurance, with option for dependent coverage Company paid basic life, short-term disability, long-term disability and AD&D insurance 401k with employer match Tuition reimbursement program Career development opportunities Referral bonus for all successful full-time referrals Annual opportunities for increases Pay
- The salary range for this position is $110,000
- $115,000 per year.
Actual salary is dependent on skills, experience, education, and other business factors. Our Culture BeneSys wants to be a great service provider to the members we serve, and we recognize we can only do that if we are also a great employer with successful employees. In short, our success is driven by our employees' successes. We want to be a place where people want to work, feel proud of what they do and feel fulfilled both professionally and personally. We want to create a place where employees can find long-term growth and potential. Our culture focuses on three core values:
Collaboration:
working together across 31 locations to achieve the best for the company and our clients
Dedication:
striving to create an environment where all employees work toward a common goal while committing to providing the best customer service to our members and our colleagues
Integrity:
doing what we say we will do. Upholding strong ethical and moral principles
ADA & EEO
Reasonable accommodations will be made so that qualified individuals with disabilities are able to complete the application process and, if hired, fulfill the essential functions of their job.
