Current Opportunities |

Do you have executive leadership or consulting experience in the Financial Services or Health Care industries? Lend your talent, skills and experience and join our world-class team of Consultants. We are looking for top talent and would love to speak with you! 

Manager of Plan Administration

Our client, one of the largest regional TPA firms in the country, is seeking a Manager of Plan Administration to join their growing team. This position is full-time, fully remote and can be based anywhere in the US.  

Responsibilities:
  • Manage a team of up to 4 plan administrators
  • Team handles most aspects of plan administration, including client relationship management, plan compliance testing and year-end reporting
  • In addition to managing a team, the Manager of Plan Administration will have their own caseload of DC plans
Requirements:
  • 7+ years of experience in managing a caseload of small to mid-size DC plans
  • 3+ years of recent experience leading and managing teams
  • Technical knowledge including plan design, year-end reporting and compliance testing
  • Proven leadership skills
  • Excellent client service, relationship management and communication skills
  • QKA is a plus

Client Recordkeeping Manager

My Corporate Ally has partnered with our client, a leader in the retirement services industry, to identify and hire a Client Recordkeeping Manager to join their growing team. The Client Recordkeeping Manager is a 100% remote position, located anywhere in the US, and will require occasional domestic travel. 

Responsibilities:
  • Coordinate events between all BPO units.
  • Ensure functional managers have adequate best practices for operational functions and delivery.
  • Support Account Executives and assist with the sales process.
  • Identify all services utilized by the client; identify and measure these services today and assure that client expectations are being met.
  • Review quality assurance and reporting metrics across functional groups; identify gaps and propose solutions for missing data.
  • Actively monitor accountability; Ensure all groups are meeting SLAs and KPIs.
  • Review results of quarterly Client Monitoring Program (CMP).  Work with Account Executives on service/relationship improvement plan where necessary.
  • Recommend and participate in the development of ongoing tools to measure client/sponsor/participant satisfaction across BPO.
  • Act as the central point of contact for client escalations.
Requirements:
  • BA/BS Degree and 7-10+ years of work-related experience
  • Minimum of 5 years’ retirement industry experience; specifically, recordkeeping experience
  • Demonstrated knowledge in retirement recordkeeping
  • Ability to work independently and in a team

Program Manager

The Program Manager is responsible for the overall direction, coordination, implementation, execution, control and completion of specific projects from start to finish. This includes leading in the coaching and mentoring of team members to help them achieve individual expectations and deliverables and drive effectiveness and accountability. Serves as a key liaison with the client organization for planning, prioritization and collaboration between groups ensuring adequate resources are available and delivery commitments are met on time and within budget.

Responsibilities:

  • Direct and manage project development from beginning to end
  • Define project scope, goals and deliverables that support client engagement
  • Assemble and coordinate project staff and resources
  • Set and assign project expectations and continually monitor progress
  • Manage project team which is responsible for all phases of the engagement
  • Develop full-scale project plans and associated communications documents
  • Delegate tasks and responsibilities to appropriate project members. Coordinate activities of the engagement with the client
  • Identify and resolve issues and conflicts within the project team
  • Identify and manage project dependencies and critical path
  • Plan, schedule and track project timelines and milestones
  • Ensure that all projects are proceeding according to timelines, meeting targets and client expectations
  • Build, develop, and grow any business relationships vital to the success of the project

Requirements:

  • 10+ years work experience in financial services industry, specifically in Retirement and/or Healthcare
  • Prior consulting experience preferred
  • Must be a seasoned program manager with strong business acumen
  • Prior work experience with product strategy & lifecycle management, technology transformations, operations, customer journeys, digital channel experience and go to market strategies
  • Strong understanding of corporate functions and organizational structures
  • Ability to manage multiple disciplines – analysis, problem-solving, process design and delivery to provide holistic solutions to clients
  • Execution leader with a strategic mindset and the leadership skills and able to perform a function, implement a process or execute a project
  • Excellent communications skills (written and verbal) with a demonstrated ability to present confidently to clients
  • Self-starter who can partner with clients, collaborate as part of a team (across multiple locations) and work independently as needed
  • Ability to quickly both gain client knowledge and build rapport and credibility with clients
  • Strong time management, prioritization, and multitasking skills; ability to pivot and adjust priorities as needed

Web Implementation Analyst

Our client, a global financial technology company, is seeking multiple Web Implementation Analysts to join their growing team. The primary responsibility of this position is to establish websites for our client’s customers or for conversion activities.
The position is 100% remote and candidates can be located anywhere in the US.

Responsibilities:
  • Establishes websites in preparation for new customers or customer-conversion related activities.
  • Consults with customers in all phases of the implementation process and may serve as the lead on specific projects.
  • Guides the customer in best practices for use of the web-based product solutions.
  • Identifies web product customizations and practices to meet customer requirements.
  • Works with other departmental groups, i.e., development teams, applications analysis, and technical support, to deliver existing functionality or new application enhancements for customers.
  • Develops and maintains applicable project plans and reporting functions to define and execute project tasks.
  • Ensures the timely completion of project milestones, and ensures project outcomes are successfully meeting customer expectations during all phases of the implementation process.
Requirements:
  • Bachelor’s degree and 3-5+  years of work-related experience
  • Experience in web development using JavaScript, HTML, and CSS
  • Ability to problem-solve and work independently (remotely) or in teams
  • Retirement Plan industry knowledge is a preference