Description
We are seeking a U.S. Retirement Program Delivery Lead to join our team. This individual-contributor role is primarily responsible for the day-to-day delivery and administration of U.S. retirement programs.
The role partners closely with internal teams and external vendors to support accurate, compliant, and employee-focused plan operations. Responsibilities include plan administration, governance support, financial management, compliance, vendor oversight, issue resolution, communications, and continuous improvement.
Key responsibilities:
- Serve as the operational lead for assigned U.S. retirement programs
- Manage recurring plan administration activities, vendor deliverables, funding and payroll interfaces, reconciliations, reporting, controls, and participant communications
- Partner with Finance, Controllership, Payroll, Legal, HR, HR Technology, Communications, Procurement, and other stakeholders to resolve issues and deliver program requirements
- Monitor vendor performance, service levels, fees, risks, and open issues
- Support plan design changes, annual planning, RFPs, contract reviews, implementations, and other retirement program projects
- Coordinate required audits, compliance testing, regulatory filings, participant notices, and governance activities
- Prepare materials for retirement plan governance committees
- Review program data, operational trends, participant feedback, market practices, and regulatory developments to identify risks and improvement opportunities
- Develop recommendations that improve controls, simplify administration, strengthen the employee experience, and support business objectives
- Research and resolve participant escalations and complex operational issues
- Prepare presentations, financial analyses, dashboards, quarterly updates, and executive-ready recommendations
- Maintain current knowledge of U.S. retirement market practices, regulatory requirements, and industry trends
Requirements:
- 5+ years of relevant work experience with a Bachelor's degree or at least 2 years of work experience with an Advanced degree
- Strong working knowledge of U.S. retirement plan administration, including defined contribution plans, plan operations, governance, compliance, and vendor management
- Knowledge of ERISA, the Internal Revenue Code, Department of Labor and IRS requirements, and emerging retirement legislation
- Strong analytical, financial, risk-assessment, and problem-solving skills
- Excellent project management, process improvement, documentation, and issue-resolution skills
- Strong written and verbal communication skills
Preferred qualifications:
- 6+ years of work experience with a Bachelor's degree or 4+ years of relevant experience with an Advanced Degree
- Experience with Canadian benefits or other financial benefit programs
- Advanced degree or relevant professional certification
Salary: $109,800.00 to $175,700.00 USD per year Benefits: Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program