Project Manager, Financial Benefits

Description

The company helps new businesses get off the ground by taking HR problems off their hands so owners can focus on running the business.

The team makes decisions based on data and keeps refining its work.

Everyone works toward common aims, guided by company values that show up in the product and across the team.

This suits someone who wants a supportive, entrepreneurial workplace, enjoys building something meaningful, and likes having fun while doing it.

Responsibilities

• Develop processes and strategies so that large projects run as intended, and take ownership of new and existing projects for the 401(k) MEP benefit and benefits billing.
• Manage projects such as quarterly and annual audits, documentation, the end-of-year project, nondiscrimination testing, ongoing process and reconciliation automation, and onboarding and integrating new benefit billing, among others.
• Shape the MEP retirement benefit and benefits billing by managing work on customer risk, contributions, compliance, payroll data, reconciliation and automation.
• Recommend process changes that keep customers and PEOs compliant.
• Own the analytics side of major projects, including the annual audit, nondiscrimination testing and end-of-year processes.
• Work with the Financial Benefits teams to review current workflows and automate manual steps.
• Keep process documentation consistent across Benefits, working with teams and other project managers.
• Engage with external auditors, partners, fiduciaries and internal teams, including Retirement, Benefits Billing, Product, Engineering, Internal Audit and Finance.
• Gather needs, challenges and goals from government agencies, employer groups and individuals.
• Build and carry out plans that make the 401(k) MEP and benefits billing more efficient and effective.
• Set priorities using user feedback, regulatory changes and new technology.
• Make sure the work meets the rules and guidance that govern 401(k) plans and MEPs.
• Keep up with current employment security laws, policies and procedures.
• Work across departments to recommend changes that improve Operations efficiency and plan performance.
• Oversee all customer communications about Financial Benefits.
• Spot operational errors by analyzing data and reporting on risk and Financial Benefits performance.
• Take on other related duties as department or company needs require.

Requirements

• Strong process and project management skills, with a record of designing solutions from scratch.
• Deep benefits expertise, including defining requirements with stakeholders for the 401(k) MEP and benefits billing.
• Ability to run complex analysis, draw findings and improve project operations in Financial Benefits.
• 3-5 years of work experience in operations or project management.
• Prior retirement experience.
• Prior experience managing projects.
• Retirement Plan Fundamentals (RPF) certification or equivalent.
• Excellent written and verbal communication, including presenting and leading meetings, trainings and knowledge-sharing sessions.
• Comfortable working across multiple systems and software programs.
• Experience with business process management, such as process mapping, improvement and implementation.
• Leadership skills, with the initiative to work effectively on your own.
• Thorough and organized, with attention to detail and an interest in both causes and effects.
• Acts with integrity and accountability, applying core values in everyday work.
• Communicates clearly in writing, speech and visuals, and listens to understand.
• Reasons logically through problems, weighs risks and implications, and owns the outcome.
• Lives the company's COGIS values: working together and enjoying it, staying open to other views, persisting with commitment, being honest, and keeping things simple.
• Preferred: PMP certification.
• Strongly preferred: understanding of and hands-on experience with AI programs and automation applications.
• Preferred: experience working with PEOs.
• Preferred: knowledge of benefits billing.

Conditions

Remote role.

For roles based in the NYC metro area, the base wage is targeted at $98,000.00 to $122,000.00 per year.

For roles based outside the NYC metro area, the base wage is targeted at $92,000.00 to $114,000.00 per year.

Actual pay depends on factors such as skill set, level of relevant experience and work location, and ranges elsewhere may differ with local labor costs.

Benefits

• A welcoming, casual workplace.
• Great benefits and a wellness program.
• Company retreats.
• Chances to learn from leaders in the startup community.
• Full details of perks and benefits are set out in the company's Total Rewards philosophy.