Assistant Ceo, External Operations

County of Orange
Full Time $194,578 - $301,594 Per year CA 2223 E Wellington Ave #100, Santa Ana, CA 92701, United States



Open to the PublicApplications will be accepted on a continuous basis until the needs of OCERS have been met. The first review of applications will take place on June 17, 2024.
Interested applicants are encouraged to apply immediately.
The Orange County Employees Retirement System (OCERS) invites you to join our team! We are now accepting online applications to fill the position of Assistant CEO, External Operations.
Established in 1945, the Orange County Employees Retirement System (OCERS) provides retirement, death, disability, and cost-of-living benefits to retirees of the County of Orange and certain County districts. Serving approximately 52,000 members, OCERS is governed by a ten-member Board of Retirement that is responsible for managing a $22 billion dollar fund. For more information about OCERS, please click .
OCERS mission is to provide secure retirement and disability benefits with the highest standards of excellence.
OCERS vision is to be a trusted partner providing premier pension administration, distinguished by consistent, quality member experiences and prudent financial stewardship.
  • Open and Transparent
  • Commitment to Superior Service
  • Engaged and Dedicated Workforce
  • Reliable and Accurate
  • Secure and Sustainable

The Assistant CEO of External Operations is an at-will executive leadership position reporting directly to the CEO. This role oversees OCERS External Operations, including the Member Services, Disability, and Communications departments. The primary responsibility of this position is to ensure the accurate collection and retention of employment data and related contributions from thirteen participating plan employers and the timely and accurate payment of retirement and disability benefits to our members.

OCERS executive management staff are expected to uphold the values of accountability, Plan Sponsor focus, and system efficiency. They are responsible for administering the Board of Retirement's policies and regulations in accordance with the County Employees Retirement Law of 1937. Additionally, they provide effective and ethical leadership to the OCERS management team and professional staff and are accountable for developing strategies and goals that support OCERS mission and key business objectives.
Include but are not limited to the following in cooperation with the CEO:
  • Guide the strategic direction of OCERS External Operations. Provide strategic, technical, and operational leadership to achieve the goals and objectives outlined in OCERS Strategic Plan, with the support of executive staff and leadership.
  • Partner with the CEO to build and nurture a positive work environment and strong workplace culture. Boost employee morale, maximize performance, and consistently deliver the highest level of internal and external customer service.
  • Provide the CEO with policy analysis and recommendations on all aspects of OCERS operations. Propose policy revisions and develop changes in organization, staffing, workflows, and management to enhance the effectiveness and efficiency of OCERS.
  • Develop administrative policy recommendations relating to all facets of public pension plan administration to improve or expand member services and to achieve business efficiencies.
  • Analyze the impact of changes in legislative or regulatory requirements. Establish and monitor procedures to implement necessary changes that may benefit OCERS.
  • Monitor the pension industry to implement best practices and lead the organization’s continuous improvement activities, capturing and identifying new strategies, technologies, and trends.
  • Oversee the enterprise-wide framework for operational and customer service performance at OCERS, ensuring accountability, improvement, and transparency. Establish best-in-class performance measures and assume responsibility for achieving results.
  • Ensure reporting and information flow to stakeholders meets their needs in order to better collaborate with OCERS.
  • Prepare comprehensive cost projections, summaries, reports, and recommendations. Manage annual divisional budget and operate within established funding levels.
  • Oversee labor and employer relations and ensure all team members and employers can collaborate to best serve our members. Provide leadership and mentorship to managers, team members, and various stakeholders in the recruitment and development of a diverse, high-performing, customer service-oriented workforce.
  • Ensure organizational continuity, including succession planning preparedness and continuous improvement. Ensure that strategic professional development is happening for staff at all levels, including accessing outside training and planning for learning opportunities within teams and throughout the organization.
  • Demonstrate strong analytical and decisive decision-making skills, effectively prioritizing and communicating key objectives and tactics to staff.
The minimum qualifications required for entry into the classification are as follows:
Education and/or Experience:
  • Bachelor’s degree from an accredited institution AND seven years of progressive management responsibility, ultimately leading to a senior management position in a public pension fund, financial services organization, insurance company, or government agency.
  • Ten years of senior management experience overseeing budget, personnel, fiscal, and administrative functions AND demonstrated knowledge, skills, and abilities required to work effectively with public officials, organized groups, and the public at large.
Please click for additional details about the Assistant CEO, External Operations classification.

  • A valid California class C driver’s license or the ability to arrange necessary and timely transportation for field travel.
  • May be required to use a personal vehicle.
  • A complete background investigation is required; a felony or misdemeanor conviction may be a disqualifying factor from employment.

The following lists the knowledge, skills, and abilities that will eventually be necessary to perform the essential duties of the position.
Knowledge of:
  • Public Agency administration of staff and activities, either directly or through subordinate supervision.
  • Public relations theory, concepts, practices, and strategies.
  • Participating employer personnel rules, practices, and procedures regarding the administration of a qualified pension plan.
  • Fiscal, actuarial, and cost projection principles and procedures.
  • Actuarial principles pertaining to retirement system funding.
  • Budget development and administration.
  • Supervision and training principles, practices, and techniques.
  • Methods and techniques of research, statistical analysis, and report presentation.
  • Computer applications and hardware related to the performance of the essential functions of the job.
Skills/Ability to:
  • To be forward-thinking, with the ability to formulate and articulate a strategic vision for External Operations.
  • Establish and maintain professional relationships with stakeholders.
  • Manage and appropriately handle complex political issues involving several competing variables.
  • Plan, organize, integrate, and manage OCERS External Operations.
  • Prepare complex correspondence, reports, narratives, and fiscal and budget documents for the Board of Retirement, executive staff, and managers and present them both orally and in writing so they are understood by all audience levels.
  • Exhibit strong public speaking skills and the ability to present to a public board.
  • Work with all personality types and encourage a team approach to resolving problems.
  • Exhibit exemplary interpersonal skills and exercise sound judgment and professionalism in business matters.
  • Perform job functions independently and in an ethical and objective manner.
  • Adapt to change and navigate challenges while fostering a collaborative team environment.
  • Use relevant software applications.
  • Use an OCERS-approved means of transportation to travel to and from work sites may be required for some assignments.

The following is a description of the physical and mental abilities customarily required to perform the essential job functions of this position.
Physical and Mental Requirements:
  • Speak and hear well enough to communicate clearly and understandably in person, over the telephone, and in small groups.
  • Manual dexterity sufficient to use hands, arms, and shoulders repetitively to operate a telephone, keyboard, write, and calculator.
  • Mental stamina to interact professionally with stakeholders.
  • Vision sufficient to read fine print and a computer monitor.
  • Independent body mobility, agility, and stamina to stand, walk, stoop, bend, and twist to access a standard office environment.
  • Ability to sit for prolonged periods of time.
  • Body strength sufficient to lift 15 pounds and carry files.
Environmental Conditions:
  • The primary workplace is in an office environment, working with standard equipment.
  • Peripheral office equipment generates a quiet to moderate noise level.
  • Operates in an environment that includes elected officials, non-elected officials, government agencies, community interest groups, and the public in the development and coordination of OCERS affairs.
  • Out-of-area travel may be required to attend professional conferences and meetings.

OCERS offers a flexible/hybrid work schedule plus a generous benefits package that includes:
  • Participation in OCERS Defined Benefit Plan
  • OCERS 401(a) Defined Contribution Plan: OCERS contributes an amount equal to 3% of your bi-weekly salary
  • County of Orange 401(a) Defined Contribution Plan: OCERS contributes an amount equal to 4% of your bi-weekly salary
  • Optional voluntary 457 Deferred Compensation Plan (consisting of voluntary contributions)
  • Optional Benefit Plan (OBP) in the amount of $4,500 annually
  • Health coverage is available, with eligible dependent coverage
  • No cost PPO Dental and Vision for you and your dependents
  • No cost short and long-term disability insurance plans
  • No cost Life Insurance of $125,000
  • Option to join a Dependent Care Reimbursement Account (DCRA)
  • Option to join a Health Care Reimbursement Account (HCRA)
  • Tuition Reimbursement up to $10,000 annually
  • Employee Assistance Program (EAP)
  • Annual Leave of 24.5 days per year, increases with longevity

OCERS Human Resources Department will screen all applications and supplemental responses to identify qualified candidates. Applications submitted without completed supplemental responses will be disqualified from further consideration. After screening, the more qualified candidates will be referred to the next step in the recruitment process and notified of all further procedures applicable to their application status.

Application Rating (AAP)
(Refer/Non-Refer) Application materials will be rated by a panel of job knowledge experts for those qualifications most needed to perform the job duties. The more qualified candidates will be referred to the next step. All notifications regarding this recruitment will be sent via e-mail.

Spark Hire Interview
Referred candidates will complete a one-way pre-screening interview on the Spark Hire video interview platform. In this process, candidates will record their responses to a set of structured questions. Subject matter experts will then evaluate these video interviews to determine if candidates qualify for the next phase of the selection process.

Qualifications Appraisal Panel (QAP)
Candidates will be interviewed and rated by a panel of job knowledge experts. Each candidate's rating will be based on responses to a series of structured questions designed to elicit the candidate's qualifications for the job.

Based on OCERS' needs and the number of applications received, the selection procedures listed above may be modified, and all affected candidates will be notified.