Technical Lead, Document Services

Role overview Lead document services work that supports the preparation and delivery of retirement plan documents for employer review and signature. Serve as a subject matter expert on document workflows, coordinate projects and stakeholders, and improve the accuracy and efficiency of both routine and automated processes.

Responsibilities - Manage document events and tasks, including detailed needs assessment, service definition, coordination, and delivery timelines. - Represent document services in product and project discussions, explain process changes, and contribute to training and procedural materials. - Identify opportunities to automate workflows and oversee automated document processes. - Coordinate several document projects, tracking timelines and budgets and raising risks that could affect service or create financial exposure. - Lead process improvement efforts, including analysis, testing support, quality checks, and documentation. - Coach colleagues, provide individual or group training, and share client issues and operational updates with leadership.

Requirements - Bachelor’s degree in accounting, business, mathematics, or equivalent relevant work experience. - At least three years of retirement services experience, including client service work. - Strong knowledge of retirement plans, plan documents, and applicable ERISA, Department of Labor, and IRS rules. - Clear written and verbal communication, presentation, facilitation, negotiation, and conflict-resolution skills. - Proficiency with Microsoft Word, Excel, Access, and Visio; experience with recordkeeping or trust systems. - Strong analytical judgment, organization, and ability to manage competing deadlines, work under pressure, and handle confidential information responsibly.