Director, Pathway DC at Mariner

You're a seasoned leader with at least 10 years of professional experience and a Bachelor's Degree, possessing deep knowledge of 401(k) and Cash Balance plan de

Work type: remote

Location: United States

Salary: $175,000 – $225,000/yr

Type: Full-time

Summary

You're a seasoned leader with at least 10 years of professional experience and a Bachelor's Degree, possessing deep knowledge of 401(k) and Cash Balance plan design and implementation. **What makes it worth a look...** Mariner is offering a fully remote, full-time Director, Pathway DC role in the United States with a competitive salary range of $175,000 to $225,000 annually. **You might be a good fit if you...** * Have significant experience with 401(k) and Cash Balance plan design, implementation, and oversight. * Can manage referral workflows and transition efforts from an Institutional Growth Team. * Are the primary contact for external vendors related to Pathway DC and Cash Balance solutions. * Have executive presence and can lead both strategically and tactically.

Job Description

Job Summary:

The Director leads the Pathway DC and Cash Balance solutions, overseeing implementation, service delivery, and ongoing client engagement to ensure high-quality execution. This role manages the Implementation and Service Teams, coordinates lead flow from the Institutional Growth Team to support team capacity and workflow efficiency, and builds strong relationships with wealth advisors, recordkeepers, TPAs, and external vendors. The Director also identifies opportunities to strengthen the offering, improve efficiency, and rapidly scale the business to support future growth.

Essential Duties and Responsibilities:

• Significant experience with 401(k) and Cash Balance plan design, implementation, and oversight.

• Manage the referral workflow and transition efforts from the Institutional Growth Team into the appropriate solution by maintaining project timelines and efficient process for timely new plan conversions

• Serves as the primary contact for external vendors related to Pathway DC and Cash Balance solutions

• Strives to exceed client and advisor expectations throughout the sales, onboarding, and ongoing fiduciary support

• Assists in consultation efforts with current Institutional and Wealth advisors on transitioning appropriate clients to the Pathway DC solution

• Maintains a current understanding, and compliance with, Mariner policies and procedures

• Other duties as assigned

• 10+ years of relevant professional experience

• Bachelor’s Degree from an accredited College or University

• Potential certification, designation, or membership in industry specific organization, preferably the CPFA or QPFC designations

• Prior experience working for a recordkeeper or TPA is a plus

• Ability to partner cross functionally across multiple business units

• Executive presence with demonstrated ability to lead both strategically and tactically

• Maintains a high level of professionalism and knowledge of the defined contribution industry, service providers, regulations and trends

• Collaborate effectively with all levels of the organization

• Works with a high degree of accuracy, organization, and detail orientation

• Excellent written and verbal communication skills

• Displays the ability to be flexible with multiple priorities and changing deadlines

EOE M/F/D/V

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