Retirement Plan Document/Design Manager

As a Plan Document Manager, you will play a critical role in both people leadership and client service excellence. In addition to leading a small team of plan document experts, you will manage team-related projects (e.g., restatements) and have direct responsibility for coaching, developing, and guiding team members.

This role serves as the subject matter expert on retirement plan documents and partners closely with Compliance leadership to ensure consistent execution of service standards, support associate growth and performance, and drive operational effectiveness across the team. The position balances hands-on supervision, mentorship, escalation support, and cross-functional collaboration to deliver high-quality outcomes for clients and associates alike.