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Manager, Global Retirement and Savings

Job in Oaks, Montgomery County, Pennsylvania, 19456, USA
Listing for: 021 SEI Investments Company
Full Time position
Listed on 2026-08-20
Job specializations:
  • Business
    Regulatory Compliance Specialist, Financial Compliance
Salary/Wage Range or Industry Benchmark: 110000 - 170000 USD Yearly USD 110000.00 170000.00 YEAR
Job Description & How to Apply Below
Location: Oaks

The Manager, Global Retirement and Savings is the global program owner for the company’s retirement, savings, and employee investment programs, including the U.S. 401(k), non-U.S. mandatory and voluntary pension schemes, the global Employee Stock Purchase Plan (ESPP), and the Employee Investment Plan (EIP). As a lean, hands-on function, this role combines strong operational execution with a modern, data-informed approach to governance, vendor accountability, employee experience, process automation, and financial wellbeing across North America, Europe, and Asia/Pacific.

What you will do:

Global Retirement and Savings Strategy Lead

Global retirement and savings programs with a focus on compliance, employee financial wellbeing, market competitiveness, scalability, and long-term affordability. Evaluate plan design, participation, employee engagement, vendor performance, governance practices, regulatory changes, and market trends; translate insights into practical recommendations for senior leadership. Maintain a global framework and program inventory covering eligibility, contributions, vendors, renewals, compliance obligations, key risks, and opportunities for simplification or modernization.

U.S.

401(k) Plan Oversight

Oversee day-to-day administration, governance support, compliance, vendor coordination, and participant experience for the U.S. 401(k) program. Support retirement committee materials, fiduciary documentation, audits, testing, notices, Form 5500 filings, amendments, and related compliance activities. Use plan data, participant behavior, vendor reporting, and issue trends to improve education, savings engagement, operational controls, and service delivery.

Non-U.S. Pension and Savings Programs

Manage non-U.S. mandatory and voluntary pension and savings schemes, with emphasis on North America, Europe, and Asia/Pacific. Partner with local HR, Finance, Payroll, Legal, consultants, trustees, and vendors to ensure accurate administration, compliant operations, and locally relevant employee communications. Support new country launches, plan transitions, vendor changes, M&A activity, and other business changes by applying a consistent global framework while adapting to local requirements.

ESPP

and Employee Investment Plan Administration

Manage ESPP eligibility, enrollment, purchase processes, communications, vendor coordination, payroll integration, issue resolution, reporting, and compliance support. Administer the EIP, including payroll deductions, participant support, vendor coordination, operational controls, reporting, and continuous process improvement. Coordinate with Legal, Finance, Tax, Payroll, Compliance, and external advisors on plan requirements, reporting, taxable events, country-specific considerations, and employee-facing changes.

Governance, Compliance, and Risk Management

Maintain modern governance practices, documentation, controls, calendars, dashboards, and escalation processes for retirement, savings, ESPP, and EIP programs. Monitor legislative, regulatory, tax, fiduciary, cybersecurity, data privacy, and market developments and coordinate required actions with internal and external partners. Identify operational, compliance, vendor, data, technology, and participant experience risks and recommend pragmatic solutions that strengthen controls and reduce friction.

Operational Excellence, Data, and Employee Experience

Improve processes, reporting, reconciliations, file feeds, communications, controls, and employee service delivery for retirement and savings programs. Use data, benchmarking, vendor analytics, issue trends, automation opportunities, and employee feedback to assess effectiveness and prioritize improvements. Advance financial wellbeing efforts tied to retirement readiness, savings behavior, employee education, digital tools, and clear decision support.

Broader Total Rewards Support

Support broader Global Total Rewards priorities as needed, including health and welfare, wellness, compensation, HR operations, vendor governance, employee communications, M&A integration, new country launches, and special projects. Provide agile, hands-on support during peak periods,…

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