Role Summary

The primary job of Operational Communications is to manage and produce the operational communications of the company minus the marketing . This will require coordinating cross-Company business members and third-party vendors to develop and execute communication and production plans for each of the assigned operational communications and develop and deliver consistent messaging within and without the Company with respect to these communications. The position is focused on helping the Company adhere to regulatory deadlines and helping Company clients comply with ever-changing and emerging regulations and meet their fiduciary responsibilities.
Operational Communications include prospectuses and supplements thereto; Department of Labor fee disclosure documents; participant quarterly account statements; annual and semi-annual investment fund reports; fund fact sheets; performance sheets; expense sheets; Morningstar “Star” RatingsTM sheets; benchmarking reports; comparative performance reports; plan health review reports; enrollment communications; and various plan sponsor notices (e.g., safe harbor, 404(c), QDIA).
Assist the Company modernize communications, including with respect to how they read; how information is presented; and how they are developed, produced, and distributed. This may involve your assisting with the selection of a content management vendor for these types of communications that will integrate with FIS and Broadridge and will provide content access to various business areas throughout the Company so they can maintain and update their own content.

Responsibilities

Work closely within Administrative Operations to identify stakeholders, each document’s requirements (including expectations, scope, and budget), risks, and overall timelines.
Accountable for overseeing activities during each phase of work, including document creation, production, management, distribution, and communication.
Develop communication plan and marketing rollout plan (as appropriate), considering various communications methods including email, U.S.P.S, electronic messaging, and website/newsletter articles and announcements.

Preferred Qualifications

Bachelor's degree.
5+ years of experience related to the Company’s business.
Experience working with Broadridge and FIS preferred.
Completed FINRA Series 6 (or 7) requirements preferred.

What Is Offered

Competitive base salary $100,000 to $200,000
Annual Bonus (Average 15%)
Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
401(k) Match: You will be eligible to receive up to 9% of your pay (salary and incentive compensation) in company contributions. A non-elective employer contribution of 3%, plus a 100% employer match on employee contributions of up to 6% of pay.
Parental Leave: 8 weeks fully paid
Paid time off: 20 days plus two floating personal holidays

CPS, Inc.

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Operational Communications