National DC Strategy & Operations Leader

NFP, an Aon company

Texas

In loco

USD 175.000 - 200.000

Tempo pieno

5 giorni fa

Candidati tra i primi

Aumenta le possibilità di ricevere una risposta da questo datore di lavoro

Il tuo curriculum e una lettera di presentazione personalizzati, che corrispondono esattamente a ciò che sta cercando.

Supera i filtri ATS

Vantaggi offerti da questo lavoro

Competitive salary

PTO and holidays

401(k) match

Annual incentive bonus

Descrizione del lavoro

Wealthspire Institutional seeks a Defined Contribution Leader to guide the national DC administration practice. You will set strategic direction, manage operations, and oversee talent development and service quality across offices, driving a unified, scalable retirement plan delivery model.

As a member of the TPA leadership team, you will align goals with platform operations, partners, and clients, directing complex employer-sponsored plans and providing accountability for profitability, client

Competenze

Over 10 years of experience 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.

Mansioni

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.