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Definiti LLC is a financial services company that specializes in retirement planning. As an employer, the company is known for its dynamic and growth-focused en
Vice President of 3, 16 Fiduciary Services
Location
Pennsylvania
Posted
140 days ago
Salary
0
Seniority
Lead
Job Description
Vice President of 3, 16 Fiduciary Services
Definiti LLC
• Lead, develop and execute the strategic vision for the 3(16) Fiduciary Services Team and other emerging service offerings as assigned • Lead and mentor a team, ensuring professional development and performance excellence • Establish KPIs and monitor team performance to ensure service quality and compliance • Serve as the primary authority for, and ensure timely completion of ERISA 3(16) fiduciary responsibilities, including plan administration, operational compliance, and timely filings • Oversee the review and approval of plan transactions, distributions, and amendments in accordance with regulatory requirements • Ensure adherence to Department of Labor (DOL) and IRS regulations, mitigating fiduciary risk for clients and the firm • Establish and maintain policies, procedures, and workflows to ensure consistent and efficient delivery of services • Collaborate with senior leadership to identify opportunities for service enhancements and business growth • Drive continuous improvement initiatives to enhance efficiency and improve client experience • Act as a subject matter expert for advisors, plan sponsors, and internal stakeholders on fiduciary responsibilities and best practices • Resolve escalated client issues with professionalism and urgency • Monitor regulatory changes and industry trends, updating policies and procedures accordingly • Maintain accurate documentation and audit trails for all fiduciary activities • Conduct regular team meetings, provide performance feedback, and foster a collaborative work environment • Conduct regular client reviews to assess service satisfaction and identify opportunities for improvement • Collaborate with sales and marketing to review and update marketing materials related to 3(16). • Develop, manage, and monitor the fiduciary services department budget, ensuring alignment with organizational goals and cost efficiency • Forecast resource needs and allocate funds to support operational priorities and growth initiatives • Provide regular financial reporting and analysis to senior leadership
Job Requirements
- Deep knowledge of ERISA, DOL regulations, and fiduciary standards
- Strong verbal and written communication skills and the ability to build rapport with others remotely while working productively with limited in-person interaction
- Proven ability to manage teams and complex operational processes
- Experience with recordkeeping platforms and compliance software
- Demonstrated experience in budget planning and financial management
- Demonstrate sound judgment when making decisions and operate with discretion and integrity
- Ability to assess issues as they arise, maintain composure under pressure, and develop thoughtful and appropriate responses
Benefits
- A virtual-first work philosophy for most jobs
- 401(k) with up to 4% match
- Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
- 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
- Paid Parental Leave
- A variety of medical, dental and vision plan options including Definiti subsidized premiums
- Company-paid life insurance and short-term disability insurance
- Bonus plan eligibility
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