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Walgreens Boots Alliance - Senior Manager Resume Example

Luke Young
XXXXX XX XXXXXXX XXXXXX, Grayslake, IL 60030 | (H) XXXXXXXXXXXX | XXXXXXXXXXXXXXXXXXXXXXXXX
Summary
Accomplished and energetic retirement plan benefits expert with 20 years of progressive well-rounded experience in various retirement plan leadership, administrative, consulting and benefits roles. Extensive defined contribution, defined benefit, non-qualified plan & stock plans experience. Proven high impact results in the areas of vendor management, fiduciary governance, employee engagement & process improvement. Core competencies include service-oriented relationship management skills, strong project management, audit, consulting and communication skills. Team oriented leader who excels at managing multiple cross-functional teams and activities in a complex operation. Skills Recognized as planadviser's 2012 Top 100 Plan Adviser of the year Team collaborator Excellent interpersonal & communications skills Extensive DOL, IRS & OCC retirement plan audit experience Strategic business planning Strong project & vendor management skills Competitive plan analysis and plan benchmarking 10 years of management experience
Skills
Experience
Senior Manager 06/2013 to Present
Walgreens Boots Alliance Deerfield, IL
  • Walgreens Boots Alliance is a recognized fortune 50 global company leader in pharmacy & retail.
  • Lead the development & oversight of all qualified and non-qualified retirement plans & stock plans with approximately 9 billion in assets and 211,000 participants Participate & prepare for Trustee & vendor management meetings Prepared fee analysis for vendors and created comprehensive annual vendor evaluation Prepared plan design recommendations to be consistent with industry standards, create internal efficiencies and increase plan participation Updated employee communication materials including welcome kit, new hire presentation and created direct mail campaign to increase awareness of retirement plan and plan participation Created strategies and project plans for M&A activity for several acquisitions and divestures Prepared and coordinated responses to ongoing IRS large plan audit.
Vice President & Retirement Plan Services Manage 12/2008 to 05/2013
Associated Trust Company Neenah, WI
  • Associated Trust Company is a subsidiary of Associated Bank.
  • Associated Bank has total assets of $25 billion of which Associated Trust Company comprises of $11.5 billion.
  • Managed all aspects of the retirement plan department comprised of small-to-middle market defined contribution, defined benefit and non-qualified retirement plans.
  • Responsible for the profitability, growth and leadership for the regional team while maintaining significant customer relationships.
  • Hit 97% new sales goal with 100% client retention in 2012 Lead special project to reallocate FTE's & centralize the several functions Implemented tracking mechanisms to measure plan profitability and FTE optimization Successfully managed internal & OCC annual audits Product Committee Chair person for RPSSC Operating Committee.
Vice President, Retirement Plan Benefits Manager 06/2004 to 12/2007
AMCORE Trust Company BMO Rockford, IL
  • AMCORE Trust Company was a subsidiary of AMCORE Bank.
  • AMCORE Bank had total assets of $5 billion of which AMCORE Trust Company comprised of $2.5 billion.
  • Managed AMCORE corporate 401(k) plan reporting directly to AMCORE Executive Committee including all corporate retirement plan employee communications & education.
RPS Communications Manager & Client Relationship 11/2001 to 06/2004
  • Managed product development, retirement plan administration, participant rollover team, communications & sales support for small-to-middle market retirement plans while maintaining significant customer relationships.
  • Ensured that internal training plans were met to develop staff , manage risk & maximize profitability Managed & created participant rollover team to focus on incoming & outgoing rollover retention Increased rollover retention rates by 10% Identified and implemented process improvement opportunities Outsourced participant statement & participant education material production Managed plan sponsor & plan participant communications Created cohesive branded bundled product that met corporate goals Administered retirement plan accounts generating approximately $1.5 million in annual revenue.
Assistant Vice President & Relationship Manager 12/1997 to 11/2001
Conversion Team Leader 09/1996 to 12/1997
Account Administrator 12/1991 to 09/1996
  • Assisted in daily administration of approximately 75 retirement plans, including preparation of benefit payments, statement reconciliation, compliance, & plan document maintenance.
Relationship Manager
  • responsible for the delivery of trust services for retirement plan accounts.
  • Trust Services included investment management, record keeping, custody and trustee.
  • Administered retirement plan accounts with approximately $500,000 of annual revenue with high client retention rates Partnered with internal banking partners to sell corporate retirement plans Prepared & presented group participant education ultimately increasing plan cash flow Coordinated creation of department policies and procedures to meet audit compliance requirements Coordinated transfer of outside recordkeeping to new TPA (Alliance Benefit Group).
Project manager
  • for outsourcing internal balance forward recordkeeping department to third party administrator.
Education
Bachelor of Arts: Management & Leadership Judson University - Elgin, Illinois
Certified Retirement Service Professional ("CRSP") - Cannon Financial Institute:
Additional Information
PLANSPONSOR Retirement Professional ("PRP") - PLANSPONSOR Institute Community Involvement Women's Fund TEMPO International, Inc. Executive Women's Golf Association Make a Difference, Volunteer Educator 1 | Page
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Resume Details

This is a real resume for a Senior Manager in Grayslake, Illinois with experience working for such companies as Walgreens Boots Alliance, Associated Trust Company, Amcore Trust Company Bmo. This is one of the hundreds of Senior Manager resumes available on our site for free. Use these resumes as templates to get help creating the best Senior Manager resume.

Previous Companies:

  • Walgreens Boots Alliance
  • Associated Trust Company
  • AMCORE Trust Company BMO

Previous Job Positions:

  • Senior Manager
  • Vice President & Retirement Plan Services Manage
  • Vice President
  • Retirement Plan Benefits Manager
  • RPS Communications Manager & Client Relationship

Schools:

  • Judson University

Level of Education:

  • Bachelor of Arts
  • Certified Retirement Service Professional ("CRSP") - Cannon Financial Institute

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