Director, Large Plan & Strategic Services

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Primary role is to create a large plan retirement solution for BPAS, including the service model, menu of services, relationship management team and related functions to help BPAS compete in the 500 - 50,000 participant range of the DC marketplace. This will include devising a strategy for covering our current large plans (e.g., those producing $75,000 or more of annual revenue) and assisting in the sale of new large plans with BPAS sales team. It will also involve working with our MARCOM and education teams to optimize the approach used for large plans, including the pricing and services therein. After this team is established and succeeding, role will likely evolve to other needs of BPAS
- Will also help in strategic initiatives across BPAS business, working across teams and functional areas

• Bachelors Degree in Business Administration, Finance, Human Resources, or a related field.
• Minimum of 15+ years of experience in financial services or retirement plan industry, specifically defined contribution retirement plans - administration, sales and or marketing.
• Strong understanding of retirement plans their advantages for businesses and employees.
• Understanding of ERISA, DOL, and IRS regulations governing retirement plans.

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.