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Job Specification Details

Retirement Policy & Research Manager

Job Code 036205
Pay Plan Classified 
Pay Grade 27
Occupational Category Administrative Services, HR and Fiscal Operations
Effective Date 03/24/2024
Class Definition

Administration, policy, planning, analysis, and research at a senior professional level. Leadership and administration or multi-faceted projects regulation/policy review to include review of administrative process and development of rules and statutes, legislative prep and testimony, high level research and report writing based on legislative mandates. Duties are performed with significant independence under the general direction of Division Directors, and Deputy Treasurer and State Treasurer. The role involves significant interaction with other units, state and federal partners and outside organizations.

Position requires strong leadership, writing, budgetary, research, analytical, and collaboration skills, and policy development.

Examples of Work

Serves as a leader in the Retirement Division in the creation and implementation of a division’s policy, administrative, and regulatory work. Position will provide guidance on the design and key areas of new and revision of existing retirement plans. Conducts administrative rulemaking and provides testimony. Position may have a strong focus on research and analysis, policy, regulatory, and statutory development work. Position will have involvement improving quality outcomes in various areas such as, but not limited to, health insurance premiums, claims and investment trends based upon actuarial analysis, fiduciary oversight. Position will serve as a subject matter expert on division policies while serving as project manager from inception through implementation. May conduct mapping and gap analysis activities. This position may advise the office on policy and regulatory strategies for the division. Appointed and serve as Secretary of the Vermont State Employees' Retirement System Board of Trustees, Vermont State Teachers' Retirement System Board of Trustees, and Vermont Municipal Employees' Retirement Systems monthly.  May represent the division on internal and external committees. Performs other duties as assigned. 

Environmental Factors

Duties are performed primarily in a standard office setting. Interaction with state and federal officials and organizations may be required. Incumbents must be adaptable and able to work within tight deadlines and under considerable stress. Some evening and weekend duty may be necessary.

Knowledge, Skills and Abilities

Considerable knowledge of the principles and practices of retirement plans, fiduciary oversight, and actuarial review.

Considerable knowledge of the principles and practices of public administration.

Considerable knowledge of project management principles and procedures.

Considerable knowledge of administrative practices and principles.

Knowledge of English usage, spelling, and written communications.

Ability to identify policy needs and coordinate policy development teams.

Ability to facilitate group meetings.

Ability to analyze, make recommendations for improvements and implement policies and procedures.

Ability to prepare and deliver clear, concise, timely and persuasive reports, both orally and in writing.

Ability to perform financial analysis and present it clearly to stakeholders

Ability to establish and maintain effective working relationships.

Knowledge of state and federal laws, rules, and regulations applicable to public programs.

Knowledge of proper and effective Board procedures. 

Ability to correctly interpret and apply statutes and regulations of considerable complexity.

Minimum Qualifications

Bachelor's degree or higher and three (3) or more years of experience in planning, policy analysis, or public administration.

OR

Five (5) or more years of experience in planning, policy analysis or public administration.

Preferred Qualifications

Master’s degree or higher in policy, public administration law or related field.

Special Requirements