Senior Managing Director

Description:

Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year.

Learn more about our culture here: Trust Point Culture Video

A DAY IN THE LIFE OF A SENIOR MANAGING DIRECTOR, RETIREMENT PLAN SERVICES
 

• Identify, understand, and implement strategic initiatives related to Retirement Plan Services
• Work with the Retirement Plan Services Compliance Manager to oversee the compliance process
• Lead risk assessment initiatives and oversee internal and external audits
• Working with the Vice President, Retirement Plan Services Operations Manager to oversee day-to-day operations
• Optimize workflows and leverage technology within operations to enhance automation and improve service delivery
• Work with the Managing Director, Retirement Plan Services to lead the Relationship Management team in delivering exceptional client service
   

Interested candidates are invited to request a more complete job description by emailing ahamby@trustpointinc.com.

Requirements
 

• 4 Year Degree Business, Accounting, Finance or other relevant degree, required.
• 15 or more years of industry or relevant experience
• Proven leadership experience in managing compliance, operations, and relationship management teams within a retirement plan services environment
• In-depth knowledge of ERISA, DOL, IRS and other related regulations