Project Andrew

Description: Requirement of experienced profiles in US Retirement Services domain - Defined Contributions ; experience in managing processes across Money In or Money Out or Institutional contributions ; Experience with remote transition, hands on with process reporting: SLA, TAT, Quality, AHT, NIGO, RCA ; ASPPA Certification (preferred).

Retirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the best Covers the full range of services needed throughout a plans life, including plan development & enhancement, sales & marketing, plan sponsor/institutional client onboarding/management, participant enrollment/management, sponsor and member servicing & reporting. Their products consist of individual retirement accounts (Roth IRA), college savings accounts, guaranteed investment contracts, fixed & variable deferred annuities (qualified & non qualified), as well as corporate retirement funds.

Education Details : Bachelor's degree in business administration, operations management, or a related field

Job Responsibilities: - At CL-8&9 - Lead a team of retirement specialists in providing high-quality retirement planning and investment management services to clients.

Develop and implement strategies for acquiring and retaining clients.

Establish and maintain relationships with clients to ensure satisfaction, retention, and growth of the business.

Conduct regular team meetings to review performance metrics, share best practices, and develop action plans for continuous improvement.

Providing coaching, training, and mentoring to the team leads to develop their skills and expertise.

Collaborate with Internal departments and operations, to ensure the successful execution of business objectives.

Develop and maintain a deep understanding of the retirement planning and investment management landscape, including industry trends, emerging technologies, and regulatory requirements.

Conduct periodic reviews of client accounts to ensure compliance with internal policies and external regulations.

Prepare and present reports to senior management on team performance, client satisfaction, and business metrics.

CL-10 - Experience in the US retirement industry ;
Experience using Omni or any other Record Keeping platform (preferred)

Open core Night shifts based on business requirements

Experience in the US retirement industry

Experience using Omni or any other Record Keeping platform (preferred)

Good verbal & written communication skills in English / Good typing skill

Process incoming contributions for assigned clients\transactions. Includes;
Manual formatting nonstandard payroll files received (large data), excellent excel skills, data formatting, text to column de-limit. Analytical skills to separate out various contribution sources

Suspense resolution, research and match contributions that don’t auto match to a source

Resolve errors from a remittance file and review reports prior to posting

Individual contributions - Create deposit TSA/ TPA others, based on contribution received from Lockbox, Wire, ACH, Cheques

Ensures all items are processed and\or resolved in a time. Supports business in audit processes.

Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management.

Career Level Level CL 8 to 10

Notice Period CL 8 and CL 9 - 30 to 45 years ; CL 10 - 30 days

Relocation Yes

Transportation Two-way cab (within 35 kms of office radius)

Shifts US Shift

Interview Rounds HR Interview> Resume screening > Skills Interview> >Versant

**Other Details**:

- **Keywords**: Retirement Planning / Retirement Solutions

**Location**
Hyderabad

**Job Title**
Project Andrew (CL-8,9 10) - US Retirement Solutions - Retirement Planning Services

**Experience**
5.0 yrs - 14.0 yrs

**CTC**
INR 10.00 lacs - 16.00 lacs