Global Retirement Benefits Manager for Global Professional Services firm

Vertical Careers, Inc. - Los Angeles, CA

Global Retirement Benefits Product Manager

Our Client, a $3B+ global professional services firm located in DTLA. They are stable and continuing to hire despite the impact of COVID19; however, will be a lot more selective so PLEASE MAKE SURE YOU HAVE THE REQUIREMENTS PRIOR TO APPLYING.

The company offers a generous total compensation package. Bonuses are awarded in recognition of individual and firm performance. Benefits include healthcare, life and disability insurance, flex spending accounts, profit sharing, a 401k plan, etc.,10 paid holidays, and a PTO program that accrues 23+ days during the first year of employment and grows with tenure.

Job Description

The Retirement Benefits Product Manager will be responsible for ensuring the efficiency and dynamics of all aspects of the firm’s retirement plans and services. The role will include working within all operational, technical and service-related processes while also acting as internal liaison between the department and our internal and external partners. The overall goal of this position is to ensure that there are excellent programs and processes in place in the areas of 401(k) and defined benefit plan administration, data, and compliance in order to provide an exceptional retirement program to partners and employees. You must have strong project management skills, an in depth knowledge of retirement plans and a strategic mindset capable of taking key concepts and creating a vision and plan for creating a future state, while accomplishing these and other critical functions:

  • Serving as project manager for all key retirement plan initiatives
  • Developing strategic direction related to the firm’s global retirement plan offerings
  • Collaborating with current staff to identify opportunities for improvement and help drive vision of future state
  • Creating project plans and documentation in support of key operational initiatives, technology enhancements, communication campaigns for all aspects of firm retirement plans
  • Driving enhancements and new product features through all stages of development and ensuring successful rollout of all retirement plan features and enhancements
  • Providing ownership of new product and process testing, documentation and production validation
  • Creating documentation and presentations to help management gain firm-level support of enhancements and new products and services
  • Assisting in managing vendor relationships, as well as internal partnerships including technology, HR, Benefits and Payroll departments

Qualifications & Criteria:

  • Bachelor’s degree in accounting, finance, or economics or equivalent is desired.
  • 5+ years’ experience working with retirement plans is required. This can include direct plan administration, third party record keeping or financial services/banking industries.
  • Experience working within operational or technology-based processes and proven product and project management skills are required.
  • Strong organizational and communication skills while displaying a positive, high-energy attitude.
  • Must have a demonstrated track record of success implementing retirement programs aligned with company goals, the ability to drive multiple projects simultaneously with a proven track record of superior results, and the ability to achieve goals through influencing, partnering and developing proactive relationships across the company.
  • Project management experience in a retirement or financial services setting, possess deep understanding of regulatory and legislative rules, and the ability to analyze data and transform it to information/metrics and recommendations.
  • Exceptional proficiency in Microsoft Excel is required, and experience with non-qualified or international retirement programs is a plus.


Posted On: Wednesday, May 27, 2020
Compensation: up to $130K (flex DOE)+ bonus



Position Contact
Eva Chiu
Managing Partner| Executive Search
(626) 486-9467
eva@vertical-careers.com,

Eva Chiu has over 15 years of specialized staffing and recruitment expertise. Eva is known for her energy, enthusiasm and passion for connecting the right people with the right opportunities. Her dedication to providing the highest quality service to both clients and candidates is one of her strongest attributes. Prior to Vertical Careers, Eva spent nearly 10 years with one of the nation’s largest specialized staffing firms first, as an account manager, and then as an executive recruiter specializing in accounting and finance professionals, achieving numerous accolades, including:

  • Superstars 2003, 2004 (Account Manager)
  • Superstars 2005, 2006, 2008, 2009 & 2010 (Executive Recruiter)
  • Rookie of the Year 2005 (Executive Recruiter)
  • Southern California Executive Recruiter of The Year 2006
  • Platinum Club 2006, 2008 & 2010 (Top 5%)
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