Director of Operational Efficiency

Strongpoint Partners; United States; Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Flexible Workplace

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Job summary

Strongpoint Partners is seeking a Director of Operational Efficiency to lead a portfolio of initiatives aimed at making plan administration more accurate, scalable, and efficient across the Strongpoint platform. This role drives technology, process, and system changes, evaluating tools and leading migrations to compliance systems with a focus on data integrity and minimal disruption.

The ideal candidate will have 10+ years in defined contribution plan administration and hands-on experience

Qualifications

• 10+ years in defined contribution plan administration
• Experience leading operational change through system migrations and technology implementations
• Strong project management and ability to handle multiple initiatives simultaneously
• Familiarity with multiple recordkeeping platforms and payroll vendors
• Strong written and verbal communication skills

Responsibilities

• Develop and implement playbooks for operational improvement across TPA operations
• Translate pain points into technology, process, and system initiatives
• Test and evaluate new tools and industry best practices to improve efficiency
• Lead tech rollouts with Product to improve accuracy, speed, and scalability of plan administration
• Own migrations to new compliance systems with focus on data integrity and minimal disruption
• Drive straight-through processing to reduce manual touchpoints and increase throughput
• Manage cross-functional projects with training, tools, and support
• Track progress and quantify operational improvements

Skills

Project management

Process improvement

Cross-functional collaboration

Data analysis

Stakeholder management

Education

Master’s degree in Finance or Accounting

Certified retirement plan professional (preferred)

Tools

PensionPro

ASC

FT William

Job description

Strongpoint Partners is tech -enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com .

Director of Operational Efficiency

Position Summary

Strongpoint Partners is seeking a Director of Operational Efficiency to lead a portfolio of operational improvement initiatives focused on making plan administration more accurate, scalable, and efficient across the Strongpoint platform.

This role will drive the technology, process, and system changes needed to improve how work gets done across our TPA operations. This includes evaluating new tools and best practices, leading migrations to new compliance systems, driving adoption and proficiency of new technology, and implementing solutions such as straight-through processing.

The ideal candidate is a hands-on operations and process improvement leader with deep defined contribution plan administration experience who has successfully taken technology and process initiatives from concept through implementation and measurable results. This person will work collaboratively across Administration, Product, Technology, Transformation, and CRM teams to identify operational pain points, prioritize opportunities, and execute a roadmap of improvement initiatives.

Key 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.

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.

Minimum Qualifications

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.

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.

Preferred Qualifications

ASPPA QKA (Qualified 401(k) Administrator), QKC (Qualified 401(k) Consultant), or equivalent designation such as QPA or CPC.

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.

Our Value-Driven Employee Experience:

• Flexible Workplace – Hybrid and remote options available for many roles.
• Flexible PTO – Competitive paid time off, including flexible & unlimited options.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Growth Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.

**Specific benefits and programs may vary by partner and position.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Strongpoint Partners’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.