IFS0165 - Director, Retirement Product Management

Arlington

Wednesday, 20 May 2026

Oversees the full life cycle of NRECA’s retirement product offerings (including defined contribution and defined benefit plans) serving a nationwide membership in 48 states. Evaluates customer needs, monitors competitors, and creates and maintains a five-year product development road map. Defines and communicates short- and long-term product integration and management strategies for the retirement programs, supporting a comprehensive benefits outsourcing solution for electric cooperatives. Evaluates and recommends enhancements and new services for retirement plans and supports the implementation of the retirement product development strategy and roadmap. Collaborates with other NRECA internal departments to ensure program compliance, competitiveness and affordability. Position is eligible for NRECA’s hybrid schedule which allows flexibility to work from home up to 2 days per/week. Essential Duties and Responsibilities:Leads the retirement product offering and monitor industry and competitor trends for enhancement opportunities. Manages a team of subject matter experts and analysts responsible for designing and delivering retirement products and services to cooperatives. Develops, implements and maintains the retirement product vision, strategy, and 5-year roadmap, including defining short- and long-term integration strategies for defined benefit and defined contribution programs, to ensure that NRECA remains the provider of choice for cooperative’s pension and employee savings programs. Directs the evaluation and relationship management of vendor firms engaged to manage the retirement programs. Collaborates with NRECA’s strategic sourcing & procurement team to oversee contract negotiations with current and future vendors, ensuring performance aligns with contract expectations and delivers an appropriate return on investment; directs vendor audits and performance review to identify areas for improvement. Serves as the business sponsor for the design and development of retirement and savings products/tools and directs their integration with other benefits programs sponsored by NRECA. Leads efforts to deliver accurate, reliable and affordable customer service and problem resolution, leveraging NRECA’s business process excellence model. Develops and maintains business unit metrics to monitor customer satisfaction and participation, business gains and losses, unit P&L, and utilization at both the co-op and participant level, supporting management of the offering portfolio and reporting to senior management. Ability to report to the office when required. Direct Reports to this Position:Sr. Retirement Products Advisor. Retirement Systems, Principal. Analyst II, 401(k) Reconciliation Services (3)Qualifications. Formal Education Required:Bachelor’s degree in a related field or an equivalent combination of education, training, and additional experience. Master’s degree preferred. Experience and Certifications Required:10 years of experience in retirement (defined benefit and defined contribution) product administration and management required; direct knowledge of multiple-employer plans a plus 5 years managing and/or marketing other retirement, investment and/or group health/welfare insurance programs also preferred. CEBS, CFP, Ch. FC, and/or QKA certification desired. FLSA Status: Exempt. Knowledge, Skills and Abilities Required (as demonstrated by prior work experience):Knowledge of ERISA, IRS and DOL regulations and laws related to defined contribution and defined benefit plan administration. Strong knowledge of institutional investments and asset management desired; financial planning and/or executive compensation consulting experience a plus. Demonstrates skill in leading product and project teams, building effective groups that consistently deliver strong outcomes. Demonstrates skill in the successful execution of business process re-engineering, workflow design, and change management initiatives. Skilled in overseeing and managing vendor relationships. Skilled in the use of technology to integrate the “user experience” across multiple product lines and delivery channels in order to simplify usability and enhance productivity, efficiency, and accuracy. Ability to effectively present complex ideas/issues to large groups and C-suite executives required. Ability to communicate, both verbally and in writing, with a diverse membership, employees and/or vendors in a clear and precise manner. Ability to use Microsoft Office tools (Excel, Word, Outlook, Power Point) and to operate various office equipment such as personal computers, copier, printer, fax machine or other job-related equipment. Essential Physical Requirements:The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal and extensive reading. Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work. Disclaimer Statement: The preceding job description has been written to reflect management’s assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned.

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