National Defined Contribution Leader

Work180; Texas City (TX); On-site; USD 175,000 - 200,000; Full time

Benefits offered by this job

Competitive salary

PTO and paid holidays

401(k) with company match

Annual incentive bonus plan

Job summary

Wealthspire Institutional seeks a Defined Contribution Leader to guide the national DC administration practice. You will shape strategy, align operations, and oversee a range of DC plans from simple to highly complex, partnering with Platform Operations and other leaders to deliver consistent service and growth.

You will lead a distributed team of managers and professionals, champion accountability, and drive improvements across processes, technology, and client experience.

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 initiatives that boost service quality, scalability, profitability, and client happiness.
• 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.
• Establish and maintain standardized service delivery processes across all DC administration teams.
• Drive adoption and continuous improvement of DC administration workflows with Platform Operations and enterprise tech.
• 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 manage performance, engagement, and career growth.
• Maintain responsibility for departmental efficiency, resource utilization, and profitability.
• Find opportunities to improve operating leverage and service efficiency.
• Apply enterprise metrics, dashboards, forecasting, and capacity models to manage the DC practice.
• Contribute to annual budgeting and long-term planning.
• Build relationships across Platform Operations, Defined Benefit, Advisory, Special Projects, Finance, and other functions for a coordinated client experience.
• Support complex client needs and central initiatives by pooling expertise and resources across the organization.
• Partner with Business Development and external relationships to strengthen client retention and growth.

Skills

Retirement plan leadership

Strategic leadership

Operational excellence

People leadership

Financial management

Relationship management

Change management

Education

Bachelor's degree in finance or business

Tools

Stax.ai

PensionPro

ASC

Job description

Wealthspire Institutional seeks a Defined Contribution Leader to guide the national DC administration practice. You will shape strategy, align operations, and oversee a range of DC plans from simple to highly complex, partnering with Platform Operations and other leaders to deliver consistent service and growth.

You will lead a distributed team of managers and professionals, champion accountability, and drive improvements across processes, technology, and client experience.