Job Description
As a Senior Manager of Distributions at JULY you will enjoy the unique challenge of putting your retirement plan experience and background to work alongside a team of other retirement plan professionals to support the daily distribution needs of our retirement plan clients and their investment advisors. In this role you will report to the Senior Director of Recordkeeping Services and play a key role in managing the distribution operations for JULY.
About JULY
July Business Services is a growing, innovative retirement plan services firm headquartered in Waco, Texas. In addition to our home office location, we support a thriving virtual workforce with a strong company culture where employees can grow and develop their professional talents. JULY provides high quality retirement plan services to over 9,000 small and mid-sized employers, representing more than 230,000 plan participants. We offer competitive salaries and benefits and a family-friendly culture.
In addition to our Waco, TX headquarters, we support a thriving virtual workforce. Our unmatched, value driven environment promotes talent development and career growth with competitive salaries and generous benefits, resulting in a people centric employee experience. Together, we will shape the future of retirement for JULY’s team, clients, partners, and plan participants.
The Gig
- Manage the JULY Distribution Team, provide guidance and ensure that all daily work is completed.
- Serve as the primary distribution contact and provide training and guidance to the DataPath distribution department.
- Manage all distribution forms and modify and create new forms when needed.
- Manage all distribution metrics and KPIs.
- Work alongside the process improvement team to propose distribution process enhancements and provide key insight and testing to all distribution processes changed prior to release.
- Build relationships with other department leaders and managers.
- Maintain knowledge regarding industry trends and legislative/regulatory requirements and changes.
Our Needs
- 5 or more years of retirement plan experience with in-depth knowledge of distribution, recordkeeping transactions, and customer service.
- Experience with FIS Relius recordkeeping system preferred.
- Bachelor’s Degree Preferred.
- Certifications through ASPPA, including QKA or equivalent or willingness to work towards credentials.
Our Benefits
- 401(k) Plan with fully vested 5% employer match.
- Company pays 100% of employee health insurance.
- Generous PTO package
Our Values
- Build a winning culture
- Pursue excellence
- Deliver WOW service
- Foster strong relationships
- Have a servant’s heart
- Drive innovation
We know that if we live our values, we will serve our mission of transforming small business retirement plans through innovation, expertise, and service and achieve our vision of enriching lives by shaping the future of retirement.
