Retirement Plan Manager

eClerx

📍 Muntinlupa City, National Capital Region, Philippines

Full-time other-general

Job Description

U.S. Retirement Services (401k / IRA Accounts)

We are looking for an experienced and results-driven Process Manager / Operations Manager to lead and oversee operations for U.S. retirement services accounts, including 401(k), rollovers, and IRA-related processes. The ideal candidate will have strong people management skills, a solid background in BPO or financial services operations, and the ability to drive team performance in a fast-paced environment.

Key Responsibilities:

• Lead, manage, and motivate a team to achieve operational goals and KPIs

• Oversee day-to-day operations for U.S. retirement and wealth management accounts

• Monitor team performance, productivity, quality, and service levels

• Provide coaching, training, and performance feedback to team members

• Ensure compliance with company policies, client requirements, and process standards

• Coordinate with internal s...

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