PCS Retirement

Director

• Define, document, manage, measure, and optimize end-to-end business processes and data governance frameworks
• Identify opportunities to streamline workflows, eliminate waste, and improve quality
• Lead root-cause analysis, gap assessments, and process mapping using tools such as Ishikawa Diagrams and SIPOC
• Drive continuous improvement initiatives using Lean, Six Sigma, and Kaizen methodologies
• Co-lead accelerated end-to-end Kaizen events and coordinate execution and tracking of Just Do Its
• Define process KPIs and SLAs and monitor performance using dashboards and analytics
• Support end-to-end process and department-specific measurement scorecards
• Partner with Process Leads in Operations and Service to transition improvements for execution
• Perform process inventory and process maturity assessments
• Lead process-related change initiatives, including training, communication, and adoption
• Collaborate with IT and Product teams on system enhancements, automation, and digital transformation
• Mentor and coach business partners on measurement, process improvement, and tracking improvements
• Act as a primary decision-maker for processes assigned by the VP of Enterprise Process Management
• Work with cross-functional teams across Product, Sales, Data Management, Implementation, Operations, Services, and Technology to drive transformation and measurable business outcomes

Director, Enterprise Process Management

Analyst

• Review, approve, and perform quality assurance on Level I analysts’ transactions
• Train Level I analysts
• Act as second in command to the Distributions Team Lead during their absence
• Process distribution types, including loans and excess contribution transactions, accurately
• Perform quality reviews of all processed transactions
• Review and prepare manual investment transactions for timely disbursement
• Evaluate, approve, and process retirement account requests from clients
• Research historical account activity and resolve account-related issues
• Interact with internal and external vendors and partners
• Follow up with partners by phone or email
• Monitor department email boxes, workflow queues, and Salesforce cases
• Provide process-improvement feedback to streamline workflows and increase department efficiency
• Maintain working knowledge of IRS retirement-account rules and tax codes
• Complete other assigned duties and projects

Distributions Analyst

Project Manager

• Lead and manage Product, Technology, and Lean Management projects
• Work with Product Owners, IT resources, business stakeholders, and executive leadership to scope projects
• Develop and implement project plans
• Deliver projects on time and on budget
• Lead project team members throughout the project lifecycle
• Develop, implement, and execute project planning efforts
• Manage a portfolio of high-exposure and complex technology-focused initiatives
• Facilitate project kickoff meetings, weekly status meetings, work breakdown, status tracking, reporting, and closure activities
• Allocate and reallocate tasks to appropriate team members
• Escalate issues and remove barriers that present project risks
• Resolve project team issues and make decisions in collaboration with PCS management
• Establish project execution standards and meeting cadences
• Use project management tools consistently with program management guidelines
• Partner with Product Owners and IT resources on technology-focused projects
• Perform quality control throughout project development
• Manage new project intake requests and change controls
• Drive decision-making on project scope, costs, resources, and schedules with internal and external stakeholders
• Improve project management practices and tools across the organization
• Coach team members, business partners, and stakeholders on project management best practices
• Lead ROI calculation discussions and document forecasted returns
• Communicate with senior leadership to align projects with organizational goals