Senior Manager, Wealth Accumulation (Retirement) Operations & Compliance

Deloitte • Dallas, TX • 1h ago

In this role, you will be responsible for leading plan operations and complance activities associated with Deloitte's US Wealth Accumulation Program, the Deloitte branded retirement program consisting of 401(k) savings and profit-sharing defined contribution plans and cash balance defined benefit plans. You will oversee the work of a Manager and a Senior Specialist, coordinate with various internal and external stakeholder groups, and report to the Senior Manager, Wealth Accumulation Leader.

Recruiting for this role ends on 12/3/2025.

Specific responsibilities of this role will include:

Lead, direct, and oversee retirement plan operations and projects designed to comply with regulatory requirements, plan provisions, and legislative changes.

Identify and drive opportunities for continuous improvement and risk mitigation based on organizational objectives, stakeholder feedback, ongoing analysis of escalated cases, and knowledge of leading practices. Lead projects to implement continuous improvement across internal stakeholders and external vendors, including redesign of processes to drive greater efficiency and automation.

Implement and oversee data controls and data cleanup activities across defined benefit and defined contribution data.

Prepare and manage business continuity plans for critical plan operations and compliance activities.

Develop strong partnerships with internal stakeholders (Finance, Payroll, Chief Investment Office, Technology, Office of General Counsel, etc.) to continually align priorities.

Review and approve defined benefit plan lump sum and annuity payments/funding, biweekly defined contribution plan payroll contributions, annual 401(k) match, and monthly invoices.

Manage, review and approve reconciliations, reports, analyses, and corrections for ongoing processes and special projects. Ensure accuracy of vendor interface files and system configuration and develop solutions to mitigate benefit administration issues. Lead root cause analysis to identify and resolve issues, data discrepancies, and questions and coordinate resolution across complex internal and external stakeholders and dependencies.

Oversee the implementation of changes to plans and/or administrative procedures. Review and approve business and technical specifications for requirements changes and advise the implementation and testing of systems and interfaces.

Address complex escalations from individuals including stakeholders and plan participants, consulting with Office of General Counsel where appropriate. Speak with employees and retirees as a final escalation point when standard call center and vendor channels have not addressed their needs.

Provide counseling to management, partners, principals, directors, employees, and retirees regarding provisions of existing/new benefits, policies and processes, as needed.

Oversee responses to internal and external audit requests.

Oversee compliance with provisions of the Employee Retirement Income Security Act (ERISA), including the preparation of reports and filings required by federal and state agencies.

Manage the performance and development of team members.

The individual selected for this role must have the ability to lead multiple concurrent projects against competing deadlines, present to and influence executives, manage confidential and sensitive information with appropriate discretion, and manage and perform duties in a virtual environment.

The team

The Rewards, Recognition and Well-being (RRWB) People team guides the firm's mission of providing a distinctively Deloitte experience through comprehensive rewards that empower professionals to thrive mentally, physically, and financially - and live their purpose. The RRWB team listens to our leaders, our people, and the market to identify the best ways to pay, recognize, provide benefits, support well-being, and embolden strong psychological health and performance to deliver a valued talent experience.

Qualifications

Required:

Bachelor's degree or equivalent

10+ years of experience in qualified and non-qualified defined contribution and defined benefit retirement administration

Experience working with pertinent federal and state regulations, filing and compliance requirements both adopted and pending affecting employee benefit programs, including ERISA, DOL, and SECURE 2.0 requirements

Experience analyzing HRIS system, payroll, and vendor integrations/interfaces

Experience with MS-Office tools - Word, Excel, Access, Project, PowerPoint, Outlook, Teams

Occasional travel up to six times per year may be required for in-person collaboration

Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future .

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $113,100 to $208,300.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

EA_ExpHire

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

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