Manager, Recordkeeping Operations

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. 

Nearly half of all working Americans are not saving enough for their future. Too often it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth tech company changing the retirement industry. We’ve raised $500M and are backed by leading investors. Most recently, by funding from BlackRock as well as many other top investors: TPG (The Rise Fund) with SoftBank led our Series D, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

We are seeking a highly skilled and detail-oriented 401(k) Recordkeeping Operations Manager to oversee and manage a skilled team of Recordkeeping Operations Associates. The ideal candidate will have extensive experience in retirement plan administration, strong leadership abilities, and a deep understanding of compliance and regulatory requirements in the retirement plan industry. This role plays a critical part in ensuring the accurate and efficient management of our clients' retirement accounts.

What you get to do every day

• Lead and mentor a team of skilled Recordkeeping Associates
• Set performance goals, provide regular feedback, and conduct performance evaluations.
• Foster a collaborative and efficient work environment within the team.
• Oversee the daily administration of integral tasks, including, transaction corrections, vesting and source adjustments.
• Monitor and reconcile money movements within both retirement accounts and HI operating accounts.
• Work closely with our custodian bank partners to ensure operational effectiveness between our organizations.
• Collaborate with IT and Product teams to optimize performance and implement necessary upgrades.
• Identify opportunities for process improvements and automation to enhance efficiency and accuracy.
• Implement best practices and streamline operational procedures.
• Develop and implement audit procedures to ensure the accuracy and integrity of recordkeeping data.

What you bring to the role

• Bachelor's degree in Business, Finance, or a related field; relevant certifications (e.g., ASPPA, ERPA, QKA) is preferred
• Minimum of 5 years of experience in 401(k) recordkeeping and retirement plan administration, preferably in an operational role. 
• 3+ years of relevant leadership experience
• Experience in banking or financial services & reconciliation is preferred
• Strong understanding of IRS and DOL regulations governing retirement plans.
• Excellent leadership and team management skills.
• Exceptional attention to detail and problem-solving abilities.
• Effective communication skills, both written and verbal.
• Ability to work collaboratively with cross-functional teams.
• Strong analytical and decision-making capabilities.

Why you will love working at Human Interest

Mission - Highly collaborative startup dedicated to supporting employee engagement and growth. It’s an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement.

Culture - Our operating principles define how we come together as a team to do our work. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest. 

• Customer obsession
• Long-term orientation
• Aut