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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