Director, Plan Setup and Compliance
2 months ago
This role is a key part of a dynamic team working on a central initiative to help transform our Canadian Retirement products and systems. Our hard-working team is focused on the evolution and execution of our administrative platform strategy through enhanced technologies, products, and digital features. Our goal is to create a better, faster, and easier experience for clients, partners, and employees by having administration handled on a single platform.
Key Responsibilities- Lead a team of plan design specialists, providing training, coaching, and mentoring to team members as required.
- Supervise team members' work and ensure they are following established procedures and protocols, and that they are adhering to required quality standards.
- Tracks and reports on progress and provides detailed status updates.
- Ensure team members have the tools and resources to accomplish their tasks.
- Abide by standard methodologies and close gaps through training, coaching, and mentoring.
- Identify areas for process improvements and support development and implementation.
- Provide open and honest feedback to the project team.
- Answer questions from the team and help them find solutions to problems they encounter; remove barriers to them accomplishing their work, wherever possible.
- Liaise with the broader project team to report on progress and bring up any issues that can't be resolved within the team.
- Make recommendations for changes and updates to processes.
- Cross-train team members across different quality work types.
- Collaborate with plan design subject matter experts, team members, and other project resources.
- Manage timelines on a multitude of request types.
- Ensure the timeliness and accuracy of plan setup, ensuring appropriate setup processes and steps to ensure quality are followed.
- Liaise with the broader project team/SMEs/leaders to ensure outstanding questions are resolved.
- Raise areas of risk and barriers that can't be resolved within the setup team.
- Create contractual documents and enrollment hubs pertaining to the policies.
- Actively participate in team discussions, trainings, and meetings.
- Proactively seek information and clarity when questions arise.
- Solicit feedback from team members.
- Ensure the plan documents conform to Manulife's Compliance and Privacy guidelines.
- Strongly adhere to timelines and service level agreements on the requests.
- College diploma or related business experience.
- Shown leadership skills and ability to think strategically.
- Experience developing a team to complete tasks within tight time constraints while at the same time ensuring all work is completed accurately.
- Demonstrated skill in evaluating feasibility or practicality of ideas and options; assessing risks and trade-offs; making informed and timely decisions.
- Strong organizational skills with the ability to handle priorities independently in a constantly evolving environment.
- Strong attention to detail and ability to identify inconsistencies.
- Strong interpersonal and communication (written & verbal) skills.
- Self-starter with great initiative who works well in a fast-paced environment.
- Responds to challenges and opportunities in a positive and productive manner.
- Proficient in MS Office (i.e. Word, Excel).
- Strong mathematical competence.
- Resilient and adaptable to change.
- Great teammate with the ability to collaborate between departments and other locations.
- Bilingual (French/English) an asset.
- Knowledge of Canadian Retirement products and Manulife products an asset.
- A competitive salary and benefits packages.
- A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
- A focus on growing your career path with us.
- Flexible work policies and strong work-life balance.
- Professional development and leadership opportunities.
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