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Manager Qka Jobs in Arizona (NOW HIRING)

Vestwell

Implementations Manager

Scottsdale, AZ · On-site

Qualified 401(k) Administrator (QKA) or higher ASPPA credential. * PMP or similar project management certifications. This role will be based in either the New York City, Austin, King of Prussia, or ...

Vestwell

Team Lead, Employer Services

Scottsdale, AZ · Hybrid

$65K - $75K/yr

Team Management & Leadership: Lead a pod of Employer Services team members, providing guidance ... QKA, QKC * Six sigma * Previous experience from Banking, Financial Services, Payroll, Employee ...

New

Vestwell

Coordinator, Employer Services

Scottsdale, AZ · Hybrid

$55K - $60K/yr

Help manage client expectations to avoid any disconnects with process and timing standards ... QKS, QKA, QKC This role will be based in either the Austin, King of Prussia, or Scottsdale office ...

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Manager Qka information

What is the difference between Manager Qka vs Supervisor Qka?

AspectManager QkaSupervisor Qka
ResponsibilitiesOversees multiple teams, strategic planning, decision-makingSupervises daily operations, team management, task delegation
Required CredentialsTypically requires a bachelor's degree, leadership experienceOften requires relevant experience, sometimes certifications
Work EnvironmentOffice setting, managerial meetings, planning sessionsOn-site supervision, direct team interaction
Industry UsageCommon in corporate, manufacturing, and service sectorsCommon in retail, hospitality, and manufacturing sectors

While both roles involve team oversight, the Manager Qka focuses on strategic and high-level management, whereas the Supervisor Qka handles daily team operations and direct supervision. Understanding these differences helps in choosing the right career path or job search focus.

What are the roles and responsibilities of a Manager QKA?

A Manager QKA, or Qualified 401(k) Administrator, is responsible for overseeing the administration and compliance of 401(k) retirement plans. Their duties include ensuring plans adhere to IRS and Department of Labor regulations, managing client relationships, handling plan testing and reporting, and supervising a team of administrators. They also provide guidance on plan design, resolve complex compliance issues, and help clients understand regulatory changes. Strong attention to detail, leadership skills, and deep knowledge of retirement plan rules are essential for this role.

What are some common challenges a Manager QKA faces when overseeing retirement plan administration teams?

One common challenge for a Manager QKA is ensuring that their team consistently adheres to complex regulatory requirements and deadlines associated with qualified retirement plans. Balancing workload distribution and managing client expectations, especially during peak periods such as annual compliance testing and filings, can also be demanding. Additionally, fostering clear communication between team members, clients, and other departments is essential to prevent errors and maintain high service quality. Staying current with evolving pension regulations and industry best practices is crucial for both team effectiveness and professional growth.

What are the key skills and qualifications needed to thrive as a Manager QKA, and why are they important?

To thrive as a Manager QKA (Qualified 401(k) Administrator), you need comprehensive knowledge of retirement plan administration, ERISA regulations, and a QKA credential from ASPPA or similar qualification. Familiarity with recordkeeping software, compliance testing tools, and payroll integration systems is commonly required. Strong leadership, attention to detail, and effective communication skills help manage teams and client relationships efficiently. These competencies ensure accurate plan management, regulatory compliance, and high client satisfaction in a complex financial environment.
What are the most commonly searched types of Qka jobs in Arizona? The most popular types of Qka jobs in Arizona are:
What are popular job titles related to Manager Qka jobs in Arizona? For Manager Qka jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Manager Qka jobs in Arizona look for? The top searched job categories for Manager Qka jobs in Arizona are:
What cities in Arizona are hiring for Manager Qka jobs? Cities in Arizona with the most Manager Qka job openings:
Manager Qka jobs near you

Implementations Manager

Vestwell

Scottsdale, AZ • On-site

Full-time

Re-posted 4 days ago

Job description

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.

To learn more, visit vestwell.com

Who Are We Looking For?

We are growing and looking for an experienced Implementations Managers to serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwell's platform! In this role, you will have the opportunity to manage projects, collaborate cross-functionally with internal stakeholders to enhance our onboarding experience, and provide subject matter expertise on plan design and training for Plan Sponsors as they onboard to our platform.

While we're not looking for deep expertise, prior experience in client servicing, plan administration and non-discrimination testing, plan design, and/or end-to-end conversion processing for 401(k)/403(b) plans is helpful. If you don't have this prior experience, but you have unparalleled communication skills, a commitment to superior customer service, ability to adapt within a fast-paced business environment, and previous client management experience handling several clients and projects at once, we'd be delighted to connect with you!
What Will You Be Doing?

  • Primary internal client advocate representing plan sponsor and advisor contacts.
  • Managing all aspects of the onboarding process from point of sale through successful transition of new plans to our platform.
  • Coordinating with financial advisors, plan sponsors, prior recordkeepers, and/or third-party administrators to determine conversion timelines, key action items, and delivery dates, as well as communicating overall project status to both external and internal stakeholders.
  • Collaborating cross-functionally to provide support where needed and ensure the team can deliver against expected service level agreements.

Requirements

The Necessities

  • 2-4 years of experience in Retirement 401(k) onboarding implementations, in addition to project management and leading team initiatives end to end; you're flexible, creative, team-oriented, results-driven, and can effectively collaborate with both internal and external stakeholders.
  • Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices -- bonus points for deployment/build experience.
  • Demonstrated aptitude for learning, creating, and iterating rapidly.
  • Willingness to learn retirement plan design and plan conversion processes from point of sales to release of conversion data.

The Extras

  • General knowledge of ERISA rules and requirements, and experience with one or more compliance / recordkeeping systems (e.g. SunGard Relius, ASC, FIS).
  • Qualified 401(k) Administrator (QKA) or higher ASPPA credential.
  • PMP or similar project management certifications.

This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is a minimum of $80K - $95K, plus performance based bonus. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

OUR BENEFITS
We're an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

OUR PROCESS
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.

Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.