Job Posting: SoCal Hybrid Specialist Manager

　　State Teachers' Retirement System

　　JC-412835

　　-

　　SoCal Hybrid Specialist Manager

　　PENSION PROGRAM MANAGER I

　　$6,802.00 - $8,456.00 per Month

　　Final Filing Date: 2/1/2024

　　Job Description and Duties

　　The CalSTRS Retirement Readiness Division is seeking a motivated individual to work as a Pension Program Manager I (Specialist) on the Southern California Field Services (SoCal Region) Team.

　　The Retirement Readiness (RR) Division is the principal area of the organization that develops, delivers, and coordinates educational services to CalSTRS members, employers, and staff. The goal of RR is to ensure that all members receive adequate, timely, and accurate information in order to make sound decisions regarding their CalSTRS benefits.

　　Under the direction of the Staff Services Manager III, SoCal Regional Manager and in collaboration with the Pension2 Development managers, the SoCal Hybrid Specialist Manager independently performs a wide variety of the most complex tasks associated with providing retirement benefits planning. The incumbent must exercise a high degree of discretion, diplomacy, confidentiality, and initiative while taking independent action to resolve issues as they arise. The position is based in southern California to support the Glendale, Irvine, Riverside, and San Diego Member Service Centers (MSC) and will service the surrounding areas of southern California, requiring up to 50% travel.

　　The ideal candidate will possess the following skills:

　　Leadership Experience.

　　Experience maintaining effective, positive, collaborative working relationships with peers, leaders, team members, and key stakeholders.

　　Well-developed interpersonal skills that display self-awareness and foster positive interactions with staff at all levels.

　　Experience with Pension and benefits programs, defined contribution plans, 403(b) and 457(b), mutual funds or annuity type products.

　　Ability to enable the process of change and transition while helping others.

　　Strong oral and written communication skills.

　　Strong analytical and research skills.

　　Experience with public speaking and presenting complex information to various audiences.

　　Experience facilitating workshops and individual sessions.

　　Ability to work in a team environment and across divisions and units.

　　Demonstrated strong customer service commitment.

　　Every 12 months, based on performance evaluation, employees may receive a 5% salary increase until they reach the maximum salary for the position.

　　This position may supervise staff in the future.

　　Telework Information: Retirement Readiness hybrid work schedule is 2 days on site, 3 days remote; however, each MSC will rotate staff schedules to ensue coverage is available Mon-Fri.

　　Does this opportunity seem right for you? If so, see the Application Instructions section below and apply now.

　　You will find additional information about the job in the Duty Statement (https://www.CalCareers.ca.gov/CalHrPublic/FileDownload.aspx?aid=22085576&name=FinalDS_815-860-4864-901_PPMI(SPEC).pdf) .

　　Working Conditions

　　All staff of CalSTRS are employees of the State of California and subject to California employment taxes and withholdings. Upon appointment, staff are required to provide a current California address to CalSTRS Human Resources to be used as a remote work location.

　　This position is not eligible for visa sponsorship. Applicants must be authorized to work in the US without the need for visa sponsorship by the start date of employment with CalSTRS.

　　Minimum Requirements

　　You will find the Minimum Requirements in the Class Specification.

　　PENSION PROGRAM MANAGER I (https://hrnet.calhr.ca.gov/CalHRNet/SpecCrossReference.aspx?ClassID=4864)

　　STAFF SERVICES MANAGER I

　　Additional Documents

　　Job Application Package Checklist (http://calcareers.ca.gov/CalHrPublic/Jobs/JobApplicationPackageChecklist.aspx?JobControlId=412835)

　　Duty Statement

　　Position Details

　　Job Code #:

　　JC-412835

　　Position #(s):

　　815-860-4864-901

　　Working Title:

　　SoCal Hybrid Specialist Manager

　　Classification:

　　PENSION PROGRAM MANAGER I

　　$6,802.00 - $8,456.00

　　Shall Consider:

　　STAFF SERVICES MANAGER I

　　$6,760.00 - $8,398.00

　　# of Positions:

　　1

　　Work Location:

　　Orange County

　　Telework:

　　Hybrid

　　Job Type:

　　Permanent, Full Time

　　Department Information

　　CalSTRS: Securing the financial future and sustaining the trust of California’s educators

　　CalSTRS is the largest educator-only pension fund in the world, providing retirement, disability and survivor benefits to California's more than 1 million public school educators and their families. Named as one of the best places to work in money management eight times by Pensions & Investments magazine, we are a world-class financial services institution with a commitment to sustainability and wellness.

　　Our two U.S. Green Building LEED Platinum-certified headquarters buildings in West Sacramento, California, feature sustainable construction, abundant natural lighting, an organic garden, sustainable beekeeping and ergonomic functionally designed workspaces. We offer a variety of on-site amenities to our team members, including two full-service cafés, two free fitness centers, a bicycle rental library and a child care center with a covered playground. Team members enjoy walks along the Sacramento River and nearby seasonal farmers markets.

　　In addition to our state-of-the-art amenities, we offer thriving wellness and sustainability programs, an award-winning employee recognition program, and ongoing training, learning and development opportunities. We offer competitive benefits, flexible work hours and hybrid work options. We are committed to creating a workplace where our team members thrive.

　　If you’re looking for a rewarding career and are interested in becoming part of a diverse and inclusive workforce where talent, expertise and wellness are valued, we encourage you to find out more about our many career options at CalSTRS.com/about-CalSTRS .

　　Special Requirements

　　Statement of Qualifications

　　Interested individuals must submit a Statement of Qualifications (SOQ) in addition to the standard state application (form STD 678). Your SOQ will be considered the first interview for this position. If your qualifications are competitive, you will be invited to an interview. When completing the SOQ, please include all relevant experience, education, and training, as applicable, and explain all answers thoroughly. Please provide a narrative response for each question listed below. You may list the question number in lieu of typing the question. Desired format for response is Arial, 12-pt font, double space, limited to 2 pages:

　　Please share what work experience or education you have relating to 403b, 457 plans, Roth IRA, and other supplemental programs.

　　Tell us about a time that you led a project that required you to research and analyze data, develop an action plan, present findings, and offer recommendations to management. What was the outcome, and how did you measure your success?

　　Describe your vision to educate CalSTRS members regarding supplemental savings programs in the first five years of their career.

　　Exam

　　Please note that the Staff Services Manager I (SSMI) examination certification list will be used as an appropriate to fill this position. If appointed as a (Pension Program Manager I Specialist (PPMI), you must meet the minimum qualifications for both the (SSMI) AND the (PPMI) appropriate classification. To view the minimum qualifications, please see the Classification Specification link in the Minimum Requirements section.

　　This position requires a current Staff Services Manager I Exam. If you need to take the exam or if your score has expired,click here (https://www.calcareers.ca.gov/JOBSGEN/2PBCY.PDF) to gain list eligibility.

　　Background Investigation

　　Prior to employment with CalSTRS, a background investigation (BI) will be conducted. The BI consists of a Personal History Statement and fingerprinting through the Department of Justice. The BI will check criminal and civil records and, if applicable, verify education and check driving records.

　　CalSTRS Disclosure Requirements

　　This position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code (https://www.calstrs.com/files/7e818a3e7/ConflictofInterestCode.pdf) that applies to CalSTRS team members and the Political Reform Act (https://www.fppc.ca.gov/the-law/the-political-reform-act.html) , which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700) (http://www.fppc.ca.gov/Form700.html) .

　　Application Instructions

　　Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.

　　Final Filing Date:2/1/2024

　　Who May Apply

　　Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply.

　　Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process.Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).

　　How To Apply

　　Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at www.CalCareers.ca.gov. When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below:

　　Address for Mailing Application Packages

　　You may submit your application and any applicable or required documents to:

　　State Teachers' Retirement System

　　Attn:Recruitment

　　P.O. Box 15275, MS 31

　　Sacramento,CA95851-0275

　　Address for Drop-Off Application Packages

　　You may drop off your application and any applicable or required documents at:

　　State Teachers' Retirement System

　　CalSTRS, Attn: Recruitment

　　100 Waterfront Place

　　West Sacramento,CA95605

　　08:00 AM-05:00 PM

　　Required Application Package Documents

　　The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:

　　Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov. All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.

　　Resume is required and must be included.

　　Other -A Cover Letter is required and must be included.

　　Statement of Qualifications -A Statement of Qualifications is required. Please see the Special Requirements section of the job posting for detailed instructions.

　　Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting.

　　Benefits

　　CalSTRS offers a competitive pay schedule and a work-life-balance for all itsemployees. The State of California provides comprehensive benefits packages determined by the employee’s bargaining unit and conditions of employment. Some benefits include:

　　Alternative work schedules

　　Flexible work hours

　　Remote work options

　　Medical benefits, including health, dental and vision insurance

　　Paid holidays and a defined benefit retirement program

　　More than four weeks of vacation/sick leave for leaders

　　More than three weeks of vacation/sick leave for staff

　　Health insurance in retirement

　　Employee Assistance Program

　　Loan forgiveness under the federal Public Service Loan Forgiveness Program (https://studentaid.gov/manage-loans/forgiveness-cancellation/public-service)

　　For the latest information on the benefits offered by the state of California, explore theHealth Benefits Summary provided by CalHR (https://www.calhr.ca.gov/Pages/California-State-Civil-Service-Employee-Benefits-Summary.aspx) .

　　Contact Information

　　The Human Resources Contact is available to answer questions regarding the position or application process.

　　Human Resources Contact:

　　Recruitment

　　(916) 414-4990

　　[email protected]

　　Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office.

　　EEO Contact:

　　EEO Officer

　　(916) 414-4933

　　[email protected]

　　California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice)TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.

　　Additional Application Instructions

　　Electronic applications through your CalCareer account are highly recommended. If you are unable to apply electronically through your CalCareer account, please mail or drop off a hard copy of your application packet. Please provide the following information on your application:815-860-4864-901, RPA 6772, JC-412835

　　If education is being used to meet the minimum qualifications, please submit a copy of your transcripts/degree.

　　Training and development (T&D) assignments may be considered for this position. If you are applying as a T&D, please indicate this in the eligibility section of your application.

　　Candidate may be selected by application packet review only.

　　Multiple positions may be filled from this recruitment.

　　Submission of an incomplete STD 678 may result in disqualification.

　　Additional Salary Information

　　All civil service positions have salary ranges with minimum and maximum pay rates. Typically, employees who are new to civil service are appointed at the minimum rate of the salary range for the position. Special provisions for appointments above the minimum exist to meet special recruitment needs and to accommodate employees who transfer into a position from another civil service position and are already receiving salaries above the minimum.

　　Equal Opportunity Employer

　　The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.

　　It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.