Sr. Director, Retirement CAO Portfolio Lead

Business Management

The Business Management Manager manages a team of experienced professionals that is responsible for providing strategic support for the assigned business area. As a manager, this job oversees the execution of strategic business management consulting and is the central point of contact for the leaders in the execution of business management tasks. This job is responsible for policy and strategy implementation that impact the achievement of strategic business management consulting operational results.

• Manages team in assigned area and makes decisions on tactical issues that impact the business.
• Oversees the implementation of policies and procedures in support of the business area strategy.
• Drives process improvements in assigned business area.
• Analyzes and reports to senior management on area data (financial, headcount, etc.) and performance metrics.
• Oversees business management projects by monitoring and tracking risks, issues and action items.
• Drives and oversees meeting planning in support of business projects and objectives.
• Influences the development of new strategic initiatives through tracking budgets and milestones.
• Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team.

• University (Degree) Preferred

• 5+ Years Required; 7+ Years Preferred

• Physical Requirements:
  
  Sedentary Work

9PL

This role will own all planning and portfolio of projects within the CAO, across funded initiatives and internal projects. Includes managing budget across CtB and C2S, primary liaison with partners, tracking overall portfolio impacting Retirement, and identifying needed investments.

• 3+ Years of managing projects

• 3+ years of portfolio management

Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Detail‑Oriented, Executive Presence, Financial Acumen, Messaging Effectiveness, Prioritizes Effectively, Problem Solving, Project Management, Relationship Management, Strategic Thinking

$149,000/yr - $205,000/yr. Actual base salary may vary based upon relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include participation in an incentive program linked to performance (e.g., annual discretionary incentive programs, non‑annual sales incentive plans, or other incentive plans).

The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work‑life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being.

Benefits Summary.

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