Strongpoint Partners - Director of Operational Efficiency
Requirements
• 10+ years of defined contribution plan administration experience, including at least 5 years in a senior or management role within a TPA firm. • Hands-on experience managing a large and diverse book of retirement plans; experience with 500+ plans strongly preferred. • Proven expertise in compliance testing, Form 5500 preparation, employer contribution calculations, payroll reconciliation, and audit support. • Demonstrated experience leading operational change through system migrations, technology implementations, training, and process improvement initiatives. • Experience successfully managing a roadmap of projects from prioritization through cross-functional execution and completion. • Demonstrated results from continuous process and technology improvement initiatives. • Familiarity with multiple recordkeeping platforms, payroll vendors, and financial services firms. • Experience with PensionPro, ASC, and FT William strongly preferred; experience with comparable TPA administration platforms will also be considered. • PensionPro, ASC, and FT William • Strong project management, organizational, and problem-solving skills with the ability to manage multiple initiatives simultaneously. • Excellent written and verbal communication skills. • Ability to operate independently, exercise sound judgment, and drive projects forward in a fast-paced, high-accountability environment. • Collaborative mindset with the ability to work effectively across Administration, Product, Technology, and other cross-functional teams. • ASPPA QKA (Qualified 401(k) Administrator), QKC (Qualified 401(k) Consultant), or equivalent designation such as QPA or CPC. • QKA (Qualified 401(k) Administrator), QKC (Qualified 401(k) Consultant) • Master’s degree in Finance, Accounting, or a related field, or equivalent professional experience. • Experience managing or contributing to the P&L of a TPA practice, cost center, or operational unit. • Experience working within a PE-backed or high-growth professional services environment. • Experience consulting on M&A transactions involving retirement plans, including plan terminations, mergers, and asset transfers. • Strong working knowledge of ERISA, IRS regulations, DOL guidance, and SECURE Act provisions applicable to qualified retirement plans. • Flexible Workplace – Hybrid and remote options available for many roles. • Flexible Workplace • Flexible PTO – Competitive paid time off, including flexible & unlimited options. • Flexible PTO • Inclusive Environment – A culture that values diversity, collaboration, and respect. • Inclusive Environment • Growth Opportunities – Support for ongoing learning and career development. • Growth Opportunities • Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
Responsibilities
• Develop and implement a playbook of operational improvement initiatives across Strongpoint’s TPA operations. • Identify operational pain points and translate them into prioritized technology, process, and system improvement initiatives. • Test and evaluate new tools, technology, and industry best practices to improve operational efficiency and scalability. • Partner closely with the Product team to lead the rollout and adoption of technology solutions that improve the accuracy, speed, and scalability of plan administration. • Lead migrations to new compliance systems, including FT William and ASC, with a focus on data integrity, adoption, and minimal operational disruption. • FT William and ASC • Own census scrubbing initiatives to improve the quality, accuracy, and completeness of plan data across the portfolio. • Collaborate with the Transformation and CRM teams to translate best practices and operational findings into recommended workflow and project templates. • Implement straight-through processing within FT William and ASC to reduce manual touchpoints and increase processing throughput. • Project manage technology adoption and operational initiatives across Strongpoint partner firms, including implementation planning, training, job aids, office hours, and ongoing support. • Establish feedback loops between operational teams and Product to ensure user feedback and operational needs inform future technology enhancements. • Maintain a standing role in Product sprint reviews and sprint demos, representing operational needs and providing feedback on proposed solutions. • Track initiative progress, adoption, and outcomes to ensure projects are completed and deliver measurable operational improvements.
Benefits
• Workplace Perks – Incentive bonus programs, flexible hours, & more. • *Specific benefits and programs may vary by partner and position.
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