Manager, Global Retirement and Savings

About this role

The Manager, Global Retirement and Savings is the global program owner for the company’s retirement, savings, and employee investment programs, including the U.S. 401(k), non-U.S. mandatory and voluntary pension schemes, the global Employee Stock Purchase Plan (ESPP), and the Employee Investment Plan (EIP).

As a lean, hands-on function, this role combines strong operational execution with a modern, data-informed approach to governance, vendor accountability, employee experience, process automation, and financial wellbeing across North America, Europe, and Asia/Pacific.

What you will do:

Global Retirement and Savings Strategy • Lead global retirement and savings programs with a focus on compliance, employee financial wellbeing, market competitiveness, scalability, and long-term affordability. • Evaluate plan design, participation, employee engagement, vendor performance, governance practices, regulatory changes, and market trends; translate insights into practical recommendations for senior leadership. • Maintain a global framework and program inventory covering eligibility, contributions, vendors, renewals, compliance obligations, key risks, and opportunities for simplification or modernization.

U.S. 401(k) Plan Oversight • Oversee day-to-day administration, governance support, compliance, vendor coordination, and participant experience for the U.S. 401(k) program. • Support retirement committee materials, fiduciary documentation, audits, testing, notices, Form 5500 filings, amendments, and related compliance activities. • Use plan data, participant behavior, vendor reporting, and issue trends to improve education, savings engagement, operational controls, and service delivery.

Non-U.S. Pension and Savings Programs • Manage non-U.S. mandatory and voluntary pension and savings schemes, with emphasis on North America, Europe, and Asia/Pacific. • Partner with local HR, Finance, Payroll, Legal, consultants, trustees, and vendors to ensure accurate administration, compliant operations, and locally relevant employee communications. • Support new country launches, plan transitions, vendor changes, M&A activity, and other business changes by applying a consistent global framework while adapting to local requirements.

ESPP and Employee Investment Plan Administration • Manage ESPP eligibility, enrollment, purchase processes, communications, vendor coordination, payroll integration, issue resolution, reporting, and compliance support. • Administer the EIP, including payroll deductions, participant support, vendor coordination, operational controls, reporting, and continuous process improvement. • Coordinate with Legal, Finance, Tax, Payroll, Compliance, and external advisors on plan requirements, reporting, taxable events, country-specific considerations, and employee-facing changes.

Governance, Compliance, and Risk Management • Maintain modern governance practices, documentation, controls, calendars, dashboards, and escalation processes for retirement, savings, ESPP, and EIP programs. • Monitor legislative, regulatory, tax, fiduciary, cybersecurity, data privacy, and market developments and coordinate required actions with internal and external partners. • Identify operational, compliance, vendor, data, technology, and participant experience risks and recommend pragmatic solutions that strengthen controls and reduce friction.

Operational Excellence, Data, and Employee Experience • Improve processes, reporting, reconciliations, file feeds, communications, controls, and employee service delivery for retirement and savings programs. • Use data, benchmarking, vendor analytics, issue trends, automation opportunities, and employee feedback to assess effectiveness and prioritize improvements. • Advance financial wellbeing efforts tied to retirement readiness, savings behavior, employee education, digital tools, and clear decision support.

Broader Total Rewards Support • Support broader Global Total Rewards priorities as needed, including health and welfare, wellness, compensation, HR operations, vendor governance, employee communications, M&A integration, new country launches, and special projects. • Provide agile, hands-on support during peak periods, audits, platform implementations, renewals, open enrollment, regulatory changes, or other high-impact initiatives.

What we need from you:

• Bachelor’s degree in Human Resources, Business, Finance, Accounting, Benefits, or related field required; advanced degree or relevant certification preferred. • A minimum of 7 years of progressive retirement, savings, benefits, or Total Rewards experience, including hands-on plan administration responsibility. • Strong knowledge of U.S. 401(k) administration, ERISA governance, plan compliance, audits, testing, participant communications, and vendor management. • Experience with non-U.S. retirement or pension programs strongly preferred, particularly across North America, Europe, and Asia/Pacific. • Experience with ESPP, employee investment plans, equity-related programs, or financial wellbeing programs preferred. • Strong analytical, project management, communication, vendor management, process improvement, and problem-solving skills. • Comfort operating as a lean global function with the ability to combine strategic thinking, data-driven decision making, digital fluency, and hands-on execution.

Preferred Capabilities: • Experience supporting retirement committees, fiduciary governance, recordkeeper transitions, plan amendments, RFPs, plan launches, M&A integration, and global program harmonization. • Familiarity with payroll, HRIS, benefits administration platforms, data feeds, reconciliations, controls, reporting, vendor dashboards, and process automation. • Ability to build trusted relationships across cultures, functions, vendors, and leadership levels while maintaining strong execution discipline and a continuous improvement mindset.

SEI’s competitive advantage:

To help you stay energized, engaged an

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