Regional Manager

Essential Functions and Primary Duties

• Has supervisory responsibility for incumbents in higher level professional roles and/or directs work through subordinate team leaders, supervisors or managers
• Leads efforts to provide third-party administration to an assigned block of clients
• Capitalize on and grow individual talent
• Responsible for the overall strategic results as well as the strategic coordination of servicing clients
• Identify opportunities that challenge and encourage the development of people
• Provide regular feedback; acknowledge success and the need for improvement
• Develop and support individual career plans
• Achieve organizational objectives through the coordinated achievements of subordinate staff
• Develop and create ideas, processes and approaches that shape the future
• Act to address current issues and determine future priorities; creates a culture of accountability
• Focus efforts on fulfilling customer expectations by seeking insight into customer needs and developing solutions that provide value for the customer
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor's degree preferred
• High School Diploma or GED required; Bachelor's degree preferred
• Over 7 years of retirement plan administration and compliance experience, including managing a book of business
• Possesses highly advanced and broad understanding of industry and professional principles, practices, and procedures
• Expert knowledge of pertinent laws, regulations and professional standards
• Experience performing work that requires initiative and leadership skills
• Experience in coaching and teaching others
• Qualified Pension Administrator (QPA), Qualified 401(K) administrator (QKA), or similar
• Ability to contract with and influence leaders in the organization, good at networking, collaboration, and sharing of ideas and successes
• Strong problem solver with good business analysis skills (e.g. build business cases, develop and implement plans for business cases, ask probative questions to identify requirements)
• Ability to handle and prioritize multiple simultaneous assignments, manage to critical deadlines, with extraordinary attention to detail
• Demonstrate an open-minded approach to understanding people regardless of differences; effectively works with people from diverse backgrounds

Minimum Qualifications

• High School Diploma or GED required
• Over 7 years' experience in area of expertise with increasing complexity
• At least 5 years' experience supervising and leading staff
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrate industry experience and technical knowledge in area of expertise
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
• Expert knowledge of state and federal legislation and regulations impacting discipline
• Expertise in managing clients
• Advanced problem solving and critical thinking skills

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