National Defined Contribution Leader

Mackenzie Consultants Limited

Texas

In loco

USD 175.000 - 200.000

Tempo pieno

9 giorni fa

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Vantaggi offerti da questo lavoro

Competitive salary
PTO and paid holidays
401(k) with company match
Annual incentive plan

Descrizione del lavoro

Wealthspire Institutional seeks a Defined Contribution Leader to guide the national DC administration practice and drive a consistent service model across offices. You will oversee retirement plans from solo to complex employer-sponsored programs, partnering with Platform Operations and other leaders to align strategy with growth and excellence.

You will lead a dispersed team, foster accountability, and advance process improvements while managing profitability and client satisfaction in a

Competenze

  • 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 (e.g., 401(k), profit sharing, safe harbor, cash balance).
  • Strong understanding of ERISA, IRC qualification, compliance testing, and fiduciary responsibilities.
  • Proven success leading operational transformation and process improvements.
  • Experience with workforce planning, service delivery, and performance metrics.

Mansioni

  • Direct the national Defined Contribution practice and standardize the operating model.
  • Lead initiatives to improve service quality, scalability, profitability, and client happiness.
  • Align departmental objectives with overall business goals with executive leadership.
  • Oversee DC administration workflows and continuous improvement with Platform Operations.
  • Manage a geographically dispersed team of managers and specialists.
  • Partner with Finance to apply metrics, dashboards, forecasting, and capacity models.

Conoscenze

Retirement plan management
Leadership experience
ERISA/IRC compliance
Process transformation
Performance metrics

Formazione

ASPPA credentials (QKA/QPA/etc.)

Strumenti

Stax.ai
PensionPro
ASC

Descrizione del lavoro

Wealthspire Institutional seeks a Defined Contribution Leader to guide the national DC administration practice and drive a consistent service model across offices. You will oversee retirement plans from solo to complex employer-sponsored programs, partnering with Platform Operations and other leaders to align strategy with growth and excellence.

You will lead a dispersed team, foster accountability, and advance process improvements while managing profitability and client satisfaction in a

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