Project Manager, Financial Benefits

Role overview

Lead operational projects for retirement plans and employee benefits billing, shaping how contributions, compliance, customer risk, and reconciliations are managed. The work combines project leadership, complex analysis, stakeholder coordination, and process improvement across internal teams and external partners.

Responsibilities - Plan and oversee retirement-plan and benefits-billing projects, including audits, year-end work, nondiscrimination testing, and onboarding new benefit billing arrangements. - Analyze project data and operational risks, then recommend changes to improve accuracy, compliance, and efficiency. - Partner with retirement, billing, product, engineering, finance, audit, fiduciary, and external stakeholders to define needs and coordinate delivery. - Improve manual procedures through process changes and automation; maintain clear documentation across teams. - Coordinate customer communications related to financial benefits and keep processes aligned with regulatory requirements.

Requirements - 3–5 years of operations or project management experience, including prior retirement experience and managing projects. - Retirement Plan Fundamentals certification or equivalent. - Strong written and verbal communication, including presenting, facilitating meetings, and delivering training. - Familiarity with process mapping, improvement, and implementation, and confidence working across multiple software systems. - Initiative, leadership, and ability to work independently.

Nice to have - Project Management Professional certification, experience with AI or automation tools, experience working with PEOs, and benefits-billing knowledge.

Benefits and work setup - The role is described as remote. Listed annual base pay ranges from $92,000 to $114,000 outside the New York City metro area and $98,000 to $122,000 within it; actual pay depends on factors including experience, skills, and location.