Summary
Skills
Work History
Education
Overview
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Steve Strelecki

Archbald,PA

Summary

Dynamic operations leader with a proven track record in a complex manual processing environment. As a versatile expert in NQ Metrix, I excel in cross-functional collaboration and complex project management. I drive efficiencies through data analytics and strategic problem-solving, successfully managing large-scale initiatives and enhancing operational standards to support diverse client needs.

Skills

  • Cross-functional collaboration
  • Operations management
  • Strong prioritization and communication
  • Complex Project Management
  • Business Analyst
  • Problem Solving
  • NQ Metrix SME
  • Data analytics

Work History

Senior Client Plan Solutions Project Manager

Empower Retirement
Archbald, PA
05.2025 - Current
  • Serve as a primary point of contact for client inquiries related to IRC Section 409A compliance, including guidance on corrections and regulatory requirements.
  • Prepare participant and plan sponsor communications, including information statements and explanatory memos, to support plan administration and compliance.
  • Conduct detailed reviews of nonqualified plan documents to assess serviceability and ensure alignment with operational capabilities and compliance standards.
  • Collaborate with internal teams to resolve complex client issues and implement process improvements that enhance service delivery and client satisfaction.
  • Support ongoing plan administration by interpreting plan provisions, identifying potential risks, and recommending corrective actions when necessary.

Senior Manager NQ Operations

Empower
11.2023 - 05.2025
  • Leading a team of 12 associates across 2 different levels with responsibilities including hiring, promotions, and performance management.
  • Managed large-scale projects and initiatives to achieve challenging objectives such as coordinating aggressive/complex training plans that included establishing an offshore Bangalore NQ Operations team.
  • Collaborate with various business partners to support ongoing administration for existing clients as well as new business requests that require plan design reviews and vetting process exception requests through key stakeholders.
  • Implemented and developed operational standards, policies and procedures.
  • Compile dashboards and analyze data to identify peak volume periods, complete capacity models, and implement process improvements or enhancements to gain efficiencies.

NQ Business Analyst

Prudential/Empower
06.2021 - 11.2023
    • SME of NQ Metrix system and Operations processing, functioning as a bridge between Functional Operations and the technology Metrix Support/Development teams.
    • Initial triage for system issues and enhancement requests. Troubleshooting issues and providing resolutions. Required testing in UAT/QA environments, and supporting business checkout after a release.
    • Responsible for coordinating project plans and involving all key stakeholders as process improvements or enhancement requests were pursued such as involving legal/tax/fraud/risk departments as necessary.
    • Established more efficient processes and documented procedures for complex work types such as conversion uploads and company match calculators.
    • Support plan audits especially relative to distributions while tracking progress, coaching associates on any issues identified, and submitting updates to process and/or plan specific documentation. (PAM)

NQ Operations Specialist

Prudential
06.2019 - 06.2021
  • Functional Operations role focused on quality review of the most sensitive processes such as distributions, especially supporting tier 1 clients with complex plan designs such as Siemens, Prudential, New York Life, Jones Lang, and more.
  • Responsible for reviewing complex plan rules to quality review and approve manual transactions.
  • Responsible for meeting SLAs and monthly deliverables including reporting distribution payments with applicable tax/ACH elections to the client or 3rd party trust.

NQ Investment Operations Associate

Prudential
06.2018 - 06.2019
  • Processing daily pricing, dividends, and trading for NQ Metrix clients.
  • Key associate supporting a large initiative to move this department from legacy MullinTBG based in El Segundo, CA to Prudential's Scranton, PA location.
  • Utilize an on-site Bloomberg terminal to obtain external fund house pricing and dividend records, format them in NQ Metrix requirements, and apply records to the system.
  • Support new fund builds in Metrix and corporate actions.
  • Support nightly trading processes to transmit daily activity from Metrix to Matrix Trust for funded clients

NQ Operations Associate

Prudential
06.2015 - 06.2017
  • Key associate in a large startup initiative after Prudential acquired MullinTBG. I was in the first round of staff Prudential hired to support NQ.
  • Production associate for entry level NQ functional Ops.
  • Primarily focused on processing participant census data and contribution files (deferrals) sent by the client/plan sponsor.
  • Creating procedures, process flows, and more.
  • Developed into a SME of each process and became a lead trainee/trainer for every new process as they were moved to the new Operations team from heritage Mullin.

Education

High School Diploma -

Scranton High School
Scranton, PA
06-2012

Overview

10
10
years of professional experience

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Steve Strelecki