Senior Leader, Plan Administration & Relationship Management (Fully Remote)

Aboon

United States

Remote

USD 200,000 - 225,000

Full time

14 days+

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Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
401(k) match
Flexible PTO
Paid parental leave (10 weeks)

Job summary

Aboon is seeking a seasoned leader to drive the operational engine behind our TPA, with AI at the center of design. You will report to the COO and partner with product and engineering to automate plan servicing, building scalable operations and self-service training across the organization.

The role requires 10+ years in retirement plan administration or TPA operations, deep ERISA/IRS/DOL knowledge, and a proven ability to scale operations through process and technology.

Qualifications

  • 10+ years in retirement plan administration or TPA operations.
  • Deep knowledge of ERISA, IRS, and DOL rules.
  • Proven track record of scaling operations through process and technology.

Responsibilities

  • Build scalable operations with documented processes and self-service training.
  • Set SLAs and quality metrics with automated tracking and continuous improvement.
  • Drive AI and workflow automation adoption across servicing operations.

Skills

Team leadership
Process optimization
Automation adoption

Job description

  • Lead the operational engine behind our TPA, designing work with AI at the center.
  • Report to the COO and partner with product and engineering to automate plan servicing.
What You’ll Do:
  • Build scalable operations with documented processes and self-service training.
  • Set SLAs and quality metrics with automated tracking and continuous improvement.
  • Drive AI and workflow automation adoption across servicing operations.
Qualifications:
  • 10+ years in retirement plan administration or TPA operations, with team leadership experience.
  • Deep knowledge of ERISA, IRS, and DOL rules; confidence as in-house authority.
  • Proven track record of scaling operations through process and technology.
Compensation and Benefits:
  • Base salary $200,000-$225,000 plus annual bonus and equity.
  • Comprehensive health, dental, vision insurance, 401(k) match, flexible PTO, and 10 weeks paid parental leave.
  • Fully remote work environment with occasional travel for retreats and conferences.
Aboon

Aboon is an AI-native third-party administrator (TPA) that simplifies retirement plan administration for advisors and businesses by combining streamlined workflows with dedicated human service. Backed by investors like Bain Capital and Edward Jones Ventures, the company is a lean, fully remote team that values autonomy and trust.

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