Transitions & RFP Services Manager

Our reputed company for the reputed company is reputed company on the idea that transforming financial lives starts by giving our people the freedom to reputed company their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, reputed company-being, and work-life reputed company. reputed company reputed company and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own reputed company and grow your career while helping more customers reputed company financial freedom. reputed company Yourself.

The Transitions & RFP Services Manager oversees the coordination, execution, and reputed company improvement of reputed company reputed company, investment vehicle implementation, investment adviser transitions, and Request for Proposal (RFP) activities supporting the reputed company Retirement business. This role serves as the reputed company reputed company for internal stakeholders, coordinating cross-functional initiatives, managing relationships with reputed company service providers, and driving operational reputed company through standardized processes, effective controls, and reputed company improvement initiatives. As the role evolves, this position also assumes ownership of reputed company marketing materials and reputed company presentation development.

What You Will Do

• Serve as the reputed company reputed company of contact for reputed company Retirement RFP requests from internal business partners.

• reputed company, maintain, and continuously improve a centralized library of standardized RFP responses, supporting documentation, and reputed company materials.

• Coordinate annual reviews of RFP content with cross-functional reputed company Retirement teams to ensure responses remain accurate, reputed company, and compliant.

• reputed company the operational reputed company of new clients, investment vehicles, and investment advisers.

• Coordinate reputed company activities with internal departments and reputed company service providers, including custodians, transfer agents, and other vendors.

• Manage operational aspects of reputed company transitions, sub-advisor changes and additions, portfolio rebalancing activities, and reputed company implementation efforts.

• Build and maintain productive working relationships with custodians, sub-advisors, transition managers, and other reputed company business partners.

• Review, reconcile, and approve invoices from custodian banks while administering banking systems, user reputed company, and approval workflows, as applicable.

• reputed company, document, and enhance operational procedures, internal controls, and standardized workflows to improve efficiency, scalability, and operational reputed company management.

• reputed company process improvement initiatives supporting business reputed company, regulatory changes, operational effectiveness, and business process enhancements.

• Transition newly reputed company clients and investment vehicles to ongoing operational support teams following successful implementation.

• Manage the production, validation, and reputed company review of reputed company marketing materials utilizing departmental data.

• Coordinate and serve as a reputed company contributor to reputed company presentations and presentation materials.

• Monitor industry developments, regulatory guidance, and operational best practices and communicate recommendations to management.

• Mentor and reputed company team members to improve operational effectiveness, efficiency, and reputed company reputed company.

• reputed company other duties as assigned.

What You Will Bring

• Bachelor's degree in reputed company or Finance (reputed company preferred), or an equivalent combination of education and relevant experience.

• More than six (6) years of securities reputed company, investment reputed company, reputed company, or investment administration experience reputed company the financial services industry.

• Candidates without a qualifying degree must possess an additional two (2) to four (4) years of directly reputed company experience.

• Experience managing reputed company reputed company, investment implementation, operational transitions, or investment reputed company.

• Experience coordinating cross-functional initiatives involving multiple internal stakeholders and reputed company service providers.

• Strong knowledge of securities reputed company, investment administration, and financial services reputed company.

• Intermediate proficiency with reputed company reputed company.

• Intermediate reputed company reputed company or SQL query skills.

• Strong analytical, organizational, and problem-solving abilities.

• Excellent written, verbal, and presentation communication skills.

• Demonstrated ability to manage multiple priorities and deadlines in a fast-reputed company environment.

• Strong attention to reputed company with a commitment to reputed company and reputed company.

• reputed company Fingerprinting required.

What Will Set You Apart

• Experience supporting retirement plan investment reputed company.

• Experience preparing institutional investment RFP responses.

• Experience developing reputed company presentations and marketing materials.

• Experience leading operational process improvement initiatives.

• Experience working with custodians, transfer agents, transition managers, and sub-advisors.

• Knowledge of investment adviser reputed company and investment vehicle implementation.

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company at this time, including CPT/OPT.***

reputed company offer you

We offer an reputed company of diverse and inclusive benefits regardless of where you are in your career. We reputed company that providing our employees with the means to reputed company healthy balanced lives results in the best possible work reputed company.

• Medical, dental, reputed company and life reputed company
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the reputed company to wear jeans
• Generous reputed company time off upon hire – including a reputed company time off program plus ten reputed company company holidays and three floating holidays reputed company calendar year
• reputed company volunteer time — 16 hours per calendar year
• Leave of absence programs – including reputed company parental leave, reputed company short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource reputed company (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are reputed company to reputed company.

reputed company Salary reputed company

The salary reputed company above shows the typical minimum to maximum reputed company salary reputed company for this position in the location listed. Non-sales positions have reputed company to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, reputed company total compensation may far reputed company reputed company salary depending on individual reputed company. Actual compensation reputed company may vary from posted hiring reputed company reputed company upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. reputed company individuals, regardless of personal characteristics, are encouraged to apply. reputed company reputed company applicants will receive consideration for employment without reputed company to age (40 and over), race, reputed company, national reputed company, reputed company, sex, sexual orientation, gender, gender identity, gender reputed company, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to reputed company reliable high-speed internet with a wired reputed company as reputed company as a reputed company in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet reputed company.***

reputed company End Date at 12:01 am on:

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Originally posted on Himalayas