Chief Retirement Ops Transformation & Integration

Confidential; United States; On-site; USD 180,000 - 240,000; Full time

Job summary

Confidential Retirement Services seeks a results-driven Head of Operations Transformation & Integration to modernize recordkeeping operations and service. You will lead cross-functional teams, implement AI solutions, and manage post-acquisition integrations to deliver measurable gains in efficiency and client experience.

This role requires deep retirement industry knowledge, executive communication, and a track record of delivering large-scale transformations in complex environments.

Qualifications

• Extensive retirement services operations experience.
• Proven leader in transformation and integration.
• Experience with AI, automation and digital platforms.
• Strong vendor, budget and program management.
• Executive communication and stakeholder engagement.

Responsibilities

• Lead process improvement and operational transformation across retirement recordkeeping and service.
• Develop and implement AI solutions to boost efficiency and customer experience.
• Oversee recordkeeping platform system conversions and digital transformations.
• Define and measure performance metrics and capacity models across teams.
• Lead post-acquisition integrations and cross-functional product/tech collaboration.
• Build and coach a high-performing transformation team.
• Drive change management and adoption across initiatives.

Skills

Operations transformation

Process improvement

AI solutions

Leadership

Change management

Stakeholder management

Cross-functional leadership

Performance metrics

Strategic planning

Data-driven decision making

Education

Bachelor's degree in Business Administration or related field

Master's degree preferred

Tools

ActivTrak

CRM systems

Data analytics tools

Job description

Confidential Retirement Services seeks a results-driven Head of Operations Transformation & Integration to modernize recordkeeping operations and service. You will lead cross-functional teams, implement AI solutions, and manage post-acquisition integrations to deliver measurable gains in efficiency and client experience.

This role requires deep retirement industry knowledge, executive communication, and a track record of delivering large-scale transformations in complex environments.