Manager Retirement Services Ops

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.

While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.

We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.

Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.

Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!

This is a 100% in-office role based at our Rochester, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.

Position Overview

The Manager Retirement Services Ops provides leadership to the Retirement Services team that supports the day-to-day execution of implementation and ongoing service activities for retirement plan clients. This role provides direction and guidance for a team responsible for plan setup, administration, participant support, and operational processing. The Manager partners closely with internal teams to resolve issues, support client escalations, and ensure a high-quality service experience.

Primary Responsibilities

The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Lead and manage the team providing direction and guidance on client interactions and issue resolution to ensure excellence in delivery and productivity.

• Oversee workloads, assign tasks, and ensure timely and accurate completion of retirement plan setup, processing, and participant support activities.

• Develop and implement key performance metrics for team and individuals while creating a system of accountability to hold team members accountable for metric performance.

• Serve as a first-level escalation point for client and participant issues; support resolution and partner with leadership as needed.

• Manage the onboarding and training for new team members and reinforcing best practices, procedures, and quality standards.

• Partner with cross-functional partners to streamline workflows, troubleshoot issues, and ensure processes and tools are in place to best support clients and the team.

• Drive continuous improvement efforts by identifying recurring issues and recommending solutions.

• Support team communication, feedback loops, and the adoption of new tools, processes, or system enhancements.

• Model strong client service behaviors and help foster a positive, collaborative team culture.

Education and Experience

• Bachelor’s degree required

• 2+ years of people leadership experience required (team lead, mentor, senior specialist, or similar).

• Experience with retirement services (401(k), 403(b), qualified plans, etc.) preferred. [BB1] [KS2]

• Familiarity with ERISA, IRS, and DOL requirements is a plus.

• Experience supporting plan implementation and/or plan administration strongly preferred.

• Strong communication, problem-solving, and client service skills required.

• Physical requirements

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.

• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.

We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact View email address on click.appcast.io. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.

The base pay range for this position is $92,300 - $131,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. ( This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via

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