Job Summary:
The Director leads the Pathway DC and Cash Balance solutions, overseeing implementation, service delivery, and ongoing client engagement to ensure high-quality execution. This role manages the Implementation and Service Teams, coordinates lead flow from the Institutional Growth Team to support team capacity and workflow efficiency, and builds strong relationships with wealth advisors, recordkeepers, TPAs, and external vendors. The Director also identifies opportunities to strengthen the offering, improve efficiency, and rapidly scale the business to support future growth.
Essential Duties and Responsibilities:
Significant experience with 401(k) and Cash Balance plan design, implementation, and oversight.
Manage the referral workflow and transition efforts from the Institutional Growth Team into the appropriate solution by maintaining project timelines and efficient process for timely new plan conversions
Serves as the primary contact for external vendors related to Pathway DC and Cash Balance solutions
Strives to exceed client and advisor expectations throughout the sales, onboarding, and ongoing fiduciary support
Assists in consultation efforts with current Institutional and Wealth advisors on transitioning appropriate clients to the Pathway DC solution
Maintains a current understanding, and compliance with, Mariner policies and procedures
Other duties as assigned
Required Education and Experience:
10+ years of relevant professional experience
Bachelor’s Degree from an accredited College or University
Preferred Education and Experience:
Potential certification, designation, or membership in industry specific organization, preferably the CPFA or QPFC designations
Prior experience working for a recordkeeper or TPA is a plus
Skills:
Ability to partner cross functionally across multiple business units
Executive presence with demonstrated ability to lead both strategically and tactically
Maintains a high level of professionalism and knowledge of the defined contribution industry, service providers, regulations and trends
Collaborate effectively with all levels of the organization
Works with a high degree of accuracy, organization, and detail orientation
Excellent written and verbal communication skills
Displays the ability to be flexible with multiple priorities and changing deadlines
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
EOE M/F/D/V
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