VP, Plan Administration & Digital Operations

Aboon; United States; Remote; USD 200,000 - 225,000; Full time

Benefits offered by this job

Health insurance

Dental + vision

401(k) match

Paid time off

Parental leave

Remote work

Job summary

Aboon is seeking a senior leader to build and run the plan administration and relationship management function, driving digital transformation with AI and automation. You will design processes, recruit the right team, and ensure high-quality service while maintaining regulatory compliance for retirement plans.

You will report to the COO, shape the operational and cultural fabric of the company, and partner with product and engineering to maximize automation across servicing.

Qualifications

• 10+ years in retirement plan administration, TPA, or recordkeeping operations with leadership experience.
• Deep knowledge of ERISA, IRS, and DOL rules governing qualified retirement plans.
• Proven ability to scale operations via processes and technology, not just headcount.
• Experience defining SLAs, quality standards, and service-delivery models in high-volume settings.
• Strong interest in using AI and automation to improve operations.

Responsibilities

• Build and scale the plan services function with clear processes and documentation.
• Lead digital transformation by adopting AI and workflow automation.
• Build, coach, and retain a world-class operations team and culture.
• Be the in-house expert on regulatory requirements and industry best practices.
• Own compliance and risk management with built-in monitoring and reporting.

Skills

Leadership

Retirement plan knowledge

ERISA/IRS/DOL expertise

Process & tech scaling

SLA & service-delivery

AI & automation

Ambiguity tolerance

People development

Clear communication

Regulatory compliance

Job description

About Aboon

Setting up a 401(k) shouldn’t be the hardest thing a business ever does. But retirement plan administration is complex, fragmented, and manual — and it slows down both business owners and the advisors who serve them. Aboon was founded to change that.

We’re an AI-native third-party administrator (TPA) that makes it easy for advisors to offer 401(k)s and other retirement products by pairing streamlined workflows with dedicated human service. Backed by investors including Bain Capital and Edward Jones Ventures, we bring decades of experience building for advisors and the retirement industry. We’re looking for exceptional, mission-driven people to build it with us.

About the role

We’re looking for a senior leader to build, scale and run our plan administration and relationship management function while driving the digital transformation of retirement plan servicing. You’ll own the operational engine behind our TPA—the processes, tech, and team—and design how the work gets done, putting AI at the center of it.

You’ll report to our COO and partner closely with product and engineering to find the highest-leverage ways for AI agents to automate plan servicing work. You’ll set and maintain quality standards, recruit and develop the right team, and serve as our in-house expert on plan administration.

We’re a lean, fully remote team that runs on autonomy and trust, so you’ll need to be comfortable with ambiguity and change and lead work from vision to execution. This is an opportunity to directly shape the operational and cultural fabric of the company.

What you’ll do

Build and scale operations

• Build and scale the plan services function on a foundation of clear process and documentation, so the team runs on accountability and transparency rather than layers of management.
• Develop the operational frameworks, playbooks, and self-service training that let the team grow quickly and sustainably.
• Set SLAs, quality metrics, and continuous-improvement processes with automated quality tracking and feedback built in, and design service delivery models that hold quality steady as volume grows.

Lead digital transformation

• Lead the adoption of AI and workflow automation across servicing operations to achieve key operational metrics and make the day-to-day work better for the team.
• Partner with product and engineering to find the highest-leverage servicing work that AI agents can take on, and drive integration between our systems and partner platforms.
• Stay close to emerging tools and technologies, and bring the best of them into how the team works.

Build and lead the team

• Recruit, develop, and retain a world-class operations team, and build a mission-driven culture where people are supported, challenged, and growing.
• Coach and mentor the team, and identify and grow the next generation of operational leaders.

Be the expert

• Serve as our subject matter expert on regulatory requirements and industry best practices, and lead the complex client consultations that need senior-level expertise.
• Keep the team ahead of industry trends, building the internal expertise and training that keep our service sharp.
• Build Aboon’s reputation and presence in the industry with advisors, partners, and the broader retirement community.
• Contribute operational and compliance insight to product development as we build.

Own compliance and risk

• Own compliance and risk management for the function, with monitoring and reporting built into the workflow.

What you bring

Required

• 10+ years in retirement plan administration, TPA, or recordkeeping operations, including several years leading and scaling teams.
• Deep working knowledge of the ERISA, IRS, and DOL rules governing qualified retirement plans, and the confidence to be the in-house authority on them.
• A track record of scaling operations through process and technology, not just headcount.
• Experience setting SLAs, quality standards, and service-delivery models in a high-volume environment.
• Real enthusiasm for using AI and automation to improve how operations work, with examples you can point to.
• High agency and comfort with ambiguity in an early-stage, fast-paced setting.
• Strong people leadership: recruiting, coaching, developing, and retaining talent.
• Clear communication and the ability to explain not just what you decided, but why.

Nice to have

• Industry credentials such as QKA, QPA, CPC, or ERPA.
• Experience at a fintech, wealthtech, or high-growth startup.
• Experience standing up or heavily using AI-enabled operational tooling.

What we offer

Compensation

The base salary range for this role is $200,000–$225,000, depending on experience, skills, and location. Total compensation also includes an annual bonus and equity.

Benefits

• Comprehensive health, dental, and vision insurance, with additional optional coverage
• 401(k) with company match
• Flexible paid time off and holidays
• 10 weeks paid parental leave
• A fully remote work environment, with all the technology and equipment you need
• Support for professional development and career growth

Location

Remote, though we encourage in-person attendance at 1-2 company retreats per year. There may also be occasional travel, including industry conferences (e.g., ASPPA Annual Conference and NAPA 401(k) Summit) and onsite visits with recordkeeper and advisory firm partners.

This role is open to candidates based in the US. Work authorization required; no visa sponsorship.

Aboon is an Equal Opportunity Employer. We encourage applications from all qualified individuals and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected status.