Vice President of Retirement Plan Implementations

WealthPlus, Inc.; New York (NY); On-site; USD 165,000 - 185,000; Full time

Benefits offered by this job

Discretionary annual bonus

Equity participation

Comprehensive benefits

Job summary

WealthPlus, Inc. is seeking a Vice President of Retirement Plan Implementations to lead onboarding strategy and execution for new clients, migrations, and payroll integrations.

This senior leader will build and scale the team, define processes, and ensure a superior client experience across partners and participants. The role reports to the Head of Client Experience or CEO and can be remote or based in New York, NY, with a focus on delivering scalable, efficient plan onboarding within a

Qualifications

• Bachelor’s degree in Business, Finance, Operations, Information Systems, or a related field.
• 10+ years of retirement plan implementation/recordkeeping experience.
• 5+ years of people leadership, building and scaling client-facing teams.
• Proven experience developing implementation processes, onboarding programs, KPIs, escalation management and executive-level client relationships.

Responsibilities

• Lead and scale onboarding for new clients, including plan onboarding, employer setup, plan build, and launch readiness across the WealthPlus platform.
• Oversee plan conversions, transition planning, data intake, validation, stakeholder coordination, and go-live execution.
• Serve as primary lead coordinating the TPA relationship for client and partner alignment across providers, documentation standards, conversion requirements, and milestones.
• Own end-to-end implementation for new business, ensuring timely, high-quality experiences for advisors, TPAs, sponsors, and participants.
• Drive payroll integrations, onboarding, data mapping, partner coordination, exception handling, and initial processing.
• Build scalable implementation playbooks, onboarding standards, conversion procedures, launch checklists, escalation paths, and performance metrics.

Skills

Leadership

Project management

Stakeholder management

Process design

Communication

Education

Bachelor’s degree in Business, Finance, Operations, Information Systems, or related field

Tools

Salesforce

Jira

Confluence

Zendesk

Job description

Vice President of Retirement Plan Implementations

Department: Client Services

Employment Type: Full Time

Location: New York City, NY

Compensation: $165,000 - $185,000 / year

Description

Job Title: Vice President of Retirement Plan Implementations

Location: Remote or New York, NY

Department: Client Experience

Reports To: Head of Client Experience or Chief Executive Officer

Position Summary
WealthPlus is a comprehensive workplace solution that’s reimagining the modern benefit stack. We bring simplicity, flexibility, and clarity to employee financial wellness and plan management through a single, unified platform. Our all-in-one solution empowers organizations to build customized benefit programs tailored to their unique goals. With seamless single sign-on and an integrated experience, managing plans, participants, and accounts becomes streamlined and efficient. At WealthPlus, we’re redefining how organizations and individuals think about workplace benefits— making the future of financial wellness more accessible, transparent, and personal. Join a dynamic team that is shaping the future of wealth and workplace technology!

The Vice President of Retirement Plan Implementations will lead the strategy, structure, and execution of the WealthPlus onboarding function across new client setup, strategic partner launches, plan conversions, employer setup, payroll integration, and early-stage client adoption. This senior leader will be responsible for building and managing the team, processes, and service standards that ensure every new client, advisor, TPA, plan sponsor, and participant experiences a smooth and successful transition onto the WealthPlus platform.

This role is ideal for an experienced operational and client-facing leader who has deep experience implementing retirement plans and understands how to scale onboarding in a fintech, retirement, or recordkeeping environment. The VP of Retirement Implementations will partner closely with Product, Technology, Operations, Sales, and Client Experience to ensure new business is implemented accurately, efficiently, and in a way that sets the foundation for long-term client success. Experience in retirement plan implementation and recordkeeping is required for consideration.

Key Responsibilities

• Lead and scale the onboarding function for new clients, including plan onboarding, employer setup, plan build, and launch readiness across the WealthPlus platform.
• Oversee plan conversions, including transition planning, data intake, validation, stakeholder coordination, and successful go-live execution.
• Serve as the primary lead, acting as the central point of coordination for the TPA relationship to ensure client and partner alignment across service providers, documentation standards, conversion requirements, operational dependencies, and launch milestones.
• Own the end-to-end implementation process for new business, ensuring projects are delivered accurately, on time, and with a high-quality experience for advisors, TPAs, plan sponsors, and service providers.
• Drive adoption and operational success of payroll integrations; including payroll onboarding, file setup, mapping, partner coordination, exception handling, and initial processing.
• Build scalable implementation playbooks, onboarding standards, conversion procedures, launch checklists, escalation paths, and performance metrics.

Skills, Knowledge and Expertise

Education & Experience

• Bachelor’s degree in Business, Finance, Operations, Information Systems, or a related field.
• 10+ years of experience in retirement plan implementation/recordkeeping.
• 5+ years of people leadership experience, including building, scaling, and managing client-facing teams, onboarding teams, or managers.
• Proven experience developing implementation processes, onboarding programs, conversion workflows, service standards, KPIs, escalation management processes, and executive-level client relationships.

Skills & Knowledge

• Strong understanding of retirement plans, recordkeeping, workplace benefits, fintech operations, and wealth technology platforms.
• Proven ability to build and scale implementation and onboarding functions in a multi-stakeholder service environment.
• Experience leading plan conversions, new client setup, data mapping, payroll onboarding, and cross-functional launch execution.
• Strong project management, process design, and operational problem-solving skills, with experience managing KPIs, SLAs, service standards, playbooks, and escalation workflows.
• Excellent relationship management and communication skills across advisors, TPAs, plan sponsors, employers, participants, and internal stakeholders.
• Comfortable working cross-functionally and using CRM, implementation, ticketing, reporting, and collaboration tools such as Salesforce, Jira, Confluence, Zendesk, or similar platforms.

Preferred Qualifications

• Familiarity with plan onboarding workflows, including plan setup, plan compliance, payroll mapping, participant servicing, notices, and reporting.
• Experience supporting advisors, TPAs, plan sponsors, employers, and participants in a multi-constituent onboarding and servicing model.
• Experience building implementation, onboarding, or conversion teams from the ground up.

Benefits

• Base salary range for this role is $165,000–$185,000. Final base salary will depend on experience, skills, and qualifications. This role is also eligible for a discretionary annual bonus as well as equity participation for a targeted compensation package of $200,000+.
• Comprehensive benefits package including medical, dental, vision, and paid time off.
• Opportunity to build and lead a core function within a fast-growing fintech platform.