Director of Operational Efficiency

New
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Strongpoint PartnersRetirement Services
RemoteFull-TimeDirector
Salary not disclosed
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Job Details

Experience
10+ years
Required Skills
Project ManagementChange ManagementProcess improvement

Requirements

  • 10+ years of defined contribution plan administration experience.
  • 5+ years in a senior or management role within a TPA firm.
  • Hands-on experience managing a large and diverse book of retirement plans (500+ plans strongly preferred).
  • 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, and process improvement.
  • Experience successfully managing a roadmap of projects from prioritization through cross-functional execution.
  • Familiarity with recordkeeping platforms, payroll vendors, and financial services firms.
  • Strong proficiency with PensionPro, ASC, and FT William strongly preferred.
  • Strong project management, organizational, and problem-solving skills.
  • Excellent written and verbal communication skills.
  • Ability to operate independently and drive projects in a high-accountability environment.

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 with the Product team to lead the rollout and adoption of technology solutions for plan administration.
  • Lead migrations to new compliance systems, such as FT William and ASC, ensuring data integrity.
  • Own census scrubbing initiatives to improve plan data quality and accuracy.
  • Implement straight-through processing within FT William and ASC to reduce manual touchpoints.
  • Project manage technology adoption, including implementation planning, training, and ongoing support.
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