National DC Leader — Strategy, Ops & Growth

Aon plc; Texas; Hybrid; USD 175,000 - 200,000; Full time

Benefits offered by this job

Competitive salary

PTO and paid holidays

401(k) with company match

Job summary

Wealthspire Institutional seeks a Defined Contribution Leader to guide the national DC administration practice, setting a unified operating model and partnering with Platform Operations and other leaders to advance growth and service excellence.

You will lead a dispersed team of managers and specialists, shape career paths, ensure profitability, and align DC initiatives with enterprise goals while delivering outstanding client experiences.

Qualifications

• Over 10 years of experience in managing retirement plans.
• 5+ years of leadership experience managing managers and professional service teams.
• Deep expertise in qualified defined contribution plans, including 401(k), profit sharing, safe harbor, and cash balance/defined contribution combinations.
• Strong understanding of ERISA, IRC qualification requirements, compliance testing, plan operations, and fiduciary responsibilities.
• Demonstrated success leading operational transformation, process improvement, and organizational change.
• Experience managing workforce planning, service delivery, and operational performance metrics.

Responsibilities

• Direct the national Defined Contribution practice and develop a consistent operating model across all offices.
• Develop and implement critical initiatives that boost service quality, scalability, profitability, and client happiness within the Defined Contribution practice.
• Partner with executive leadership to align departmental objectives with overall TPA business goals.
• Drive adoption of organizational values, accountability standards, and performance expectations.
• Support growth initiatives through operational preparedness, client retention, and business development partnership within the Defined Contribution practice.
• Establish and maintain standardized service delivery processes across all DC administration teams.
• Drive adoption and continuous improvement of DC administration workflows in partnership with Platform Operations, bringing to bear Stax.AI and other enterprise technology platforms.
• Ensure uniform management of all DC plan types and service offerings.
• Monitor service quality, turnaround times, compliance standards, and client experience metrics.
• Lead and develop a geographically dispersed team of managers, administrators, and specialists.
• Build clear career paths, succession plans, and professional development opportunities.
• Foster a culture of accountability, collaboration, trust, continuous learning, and transparency.
• Mentor leaders to effectively manage performance, employee engagement, and career growth.
• Maintain responsibility for departmental efficiency, resource utilization, and profitability.
• Find opportunities to improve operating leverage and service efficiency.
• Partner with Platform Operations and Finance to apply enterprise important metrics, dashboards, forecasting, and capacity models to manage the DC practice.
• Contribute to annual budgeting and long-term planning activities.
• Build positive relationships across Platform Operations, Defined Benefit, Advisory, Special Projects, Finance, and other functions to deliver a coordinated and consistent client experience.
• Support complex client needs and central initiatives by bringing together the appropriate expertise, resources, and operational capabilities across the organization.
• Partner with Business Development and key external relationships to strengthen client retention, support growth opportunities, and improve Wealthspire’s position in the retirement-plan marketplace.

Skills

Leadership

Retirement plans expertise

Operational transformation

Workforce planning

Education

ASPPA credentials (QKA, QPA, QKC, CPC)

Tools

Stax.ai

PensionPro

ASC

Job description

Wealthspire Institutional seeks a Defined Contribution Leader to guide the national DC administration practice, setting a unified operating model and partnering with Platform Operations and other leaders to advance growth and service excellence.

You will lead a dispersed team of managers and specialists, shape career paths, ensure profitability, and align DC initiatives with enterprise goals while delivering outstanding client experiences.