Great-West Financial Empower Retirement

Manager Mutual Fund Valuation & Unitization

US-CO-Denver (DTC) | US-KS-Overland Park
5 days ago
Job ID
14924
# Positions
1
Category
Account Operations

Position Highlights

Be Bold Be Brilliant

 

Would you like to be a part of one of America's leading financial services firms? Great-West Financial is the nation’s second largest insurer in sales of individual life insurance through banks. We also offer annuity and executive benefits products. Under Empower Retirement, we provide employer sponsored retirement plans as the nation’s second largest retirement plan provider.

 

Our over 5,000 associates across 40 locations across the country provide world class service to:

 

30,000+ employer sponsored retirement plans

8 million+ employees participating in their employer-sponsored retirement plan

467,700+ individual life insurance and annuity accounts

$460 billion+ total assets under administration

 

 

The Manager Valuation & Unitization is responsible for overseeing the processing of the Mutual Fund Pricing, Mutual Fund Dividends and Unit Valuation teams. Ensures policies, procedures are followed and service structures and business needs are met.

 

 

This position will work non-standard business hours of 10:30a - 7:00p MST with additional hours required as necessary. 

Primary Responsibilities

  • Manages Valuation & Unitization Teams, responds to more complex operational, accounting, and reconciliation issues and inquiries. Define and ensure controls, policies and procedures are in place to mitigate risk. Ensure processes and procedures are in compliance with company policies, Sarbanes Oxley and regulatory agencies
  • Manages various projects for the Valuation & Unitization teams. Including, but not limited to: system upgrades and conversions, working with other departments in defining and streamlining processes, and smoothly transitioning new business into the company
  • Reviews various financial and regulatory reports and ensures that department is in compliance with audit standards
  • Assists with the preparation of ERISA year end reporting and various audits by both internal and external parties
  • Performs duties inherent in a managerial role. Conducts performance reviews, approves requests for vacation/PAL, manages performance issues, and has hire/fire authority. Trains, coaches, mentors and directs the work of direct reports
  • Participates on client and client advisor calls regularly
  • Works directly with employees at various office locations
  • Other duties as assigned

Qualifications

  • Bachelor’s degree plus a minimum of 5 years relevant work experience, or an equivalent combination of training and experience
  • Strong leadership skills and quick learner
  • Superior customer service skills and comfortable working with various levels of management
  • Superior analytical/problem solving, written and communication skills
  • Superior knowledge of Microsoft Excel, Access and Word
  • Strong supervisory and managerial skills
  • Ability to multi task and work within tight deadlines



Disclaimer: The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of responsibilities, duties and skills.

About Great-West Financial

At Great-West Financial® and Empower Retirement, our more than 5,700 global associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you’re interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We’re an equal opportunity employer dedicated to workforce diversity. We’re also committed to providing a drug-free workplace.

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