Director, Strategy & Planning (Retirement Services)

Job Title: Director, Strategy & Planning, Retirement Services

Department: Retirement Services

Reports To: Director, Retirement Services

FLSA Status: Exempt

Summary:

The Director, Strategy and Planning will lead the Retirement Services department in its transformation initiatives to become a premier servicer of Taft-Hartley retirement plans. Through collaboration with teams across our organization, the Director will leverage our integrated, member-centric technology to identify and frame data-driven solutions to support the department’s digital transformation strategy. They will identify and drive technology-based operational efficiencies that support our customer service goals and improve employee productivity and engagement while ensuring pension processing protocols and regulatory compliance.

Principal Duties and Responsibilities:

• Assess and evaluate Retirement Services’ administration practices in partnership with the department’s functional leaders.
• Lead strategic projects and initiatives, creating work plans and deliverables with the goal of optimizing production functions; propose innovative technological solutions and lead cross-functional teams to execution of optimization plans.
• Develop change management plans for each project or change initiative that acknowledges the different aspects of the change process – analysis, strategy, implementation, training and launch.
• Collaborate with product management teams to build short- and long-term roadmap that aligns with overall Fund office strategies.
• Define and communicate courses of action and obtain buy-in from executive leadership; define clear plans and measures to drive these initiatives.
• Ability to work successfully and collaboratively with internal and external constituencies, including members of the Executive Office, senior staff, trustees, lawyers, the Union, consultants, and others.
• Provide efficient and effective implementation guidance for Retirement Services team by ensuring appropriate requirements gathering through sound assessment of the environments and expectations.
• Deliver Proof of Concept, Prototypes and targeted presentations that fulfill Retirement Services’ expectations.
• Oversee implementation projects in accordance with professional project management standards.
• Steer productive workshops through a consultative process and provide high-quality support to the team.
• Oversee the development of test plans for all technical solutions including custom development work.

Requirements:

• Experience in change management and strategy formulation in a complex and fast-paced working environment.
• Project management in a customer/member services environment.
• Solid business acumen in benefits administration and demonstrated track record of identifying and successfully delivering on organic and inorganic change opportunities.
• Excellent written and verbal skills required to communicate with internal and external stakeholders.
• Ability to apply technological tools to solve administrative problems.

Qualifications:

• Bachelor’s degree in Finance, Mathematics, Accounting or in related field
• 10+ years of relevant management experience in benefits administration or Retirement Services related environment.
• Proven analytical capabilities (very detail oriented) in a high change environment.
• Ability to set competing priorities appropriately.
• Ability to plan and lead large-scale meetings with diverse audiences (executives, IT leaders, users, etc.).
• Team orientation and a collaborative style of management.
• MS Dynamics experience helpful.
• QlikView experience helpful.