Niche - Business Contractor – Retirement Benefits Specialist Lead

Overview

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Introduction: Robertson is seeking a skilled Niche - Business Contractor – Retirement Benefits Specialist Lead to join our client in support of an existing vacancy.

Contract Period: 7 months with potential to extend or convert

Pay Rate: Starting from $68 per hour

Location: Mount Laurel, NJ

Location Type: Remote

Business

Hours:

Monday-Friday; 8:30 AM – 5:00 PM

• Responsible for leading or supporting key projects of varying size and scope for the Retirement Plans
• Specialized familiarity with operational compliance and communications approaches
• Responsible for oversight of timelines, stakeholder management while directly executing against project requirements
• Investment implementation, operational and communications definition/oversight and direct execution of project requirements
• Serves as subject matter expert on retirement plans and administrative procedures and compliance considerations
• Ensure retirement plans adhere to all regulatory requirements, including IRS/DOL regulations, ERISA guidelines, and plan provisions
• Communicates with or provides direction to vendor and team members to address plan participants inquiries, resolve issues
• Experience in Retirement Plan Administration and Compliance
• Ability to prioritize and execute against multiple deliverables simultaneously

• Bachelor's Degree
• 10 years of retirement plan investment operation and communication experience
• Prior experience overseeing compliance
• Experience leading change management
• Prior experience overseeing retirement plans communications
• Ability to priority multiple deliverables and adhere to project deadlines
• Ability to work independently
• Strong problem-solving skills and ability to complete tasks independently with limited oversight
• Financial Industry Experience

Background screening is required as part of the onboarding process. The type of screening required (criminal or other verifications) will vary based on the position and client requirements

We use AI technology as part of our application review process to assist with screening and assessment. All applications are also reviewed by our recruitment team.

If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.

Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors.

We champion building a diverse and inclusive environment.