Director of Operational Efficiency
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Job Description
Operational efficiency director improving technology and processes for Strongpoint Partners’ retirement plan administration platform. Leading system migrations, adoption, and scalable straight-through processing.
Responsibilities:
- Develop and implement a playbook of operational improvement initiatives across Strongpoint’s TPA operations
- Identify operational pain points and translate them into prioritized technology, process, and system improvement initiatives
- Test and evaluate new tools, technology, and industry best practices
- Partner with Product to roll out and drive adoption of technology solutions improving plan administration accuracy, speed, and scalability
- Lead migrations to FT William and ASC compliance systems, focusing on data integrity, adoption, and minimal disruption
- Own census scrubbing initiatives to improve plan data quality, accuracy, and completeness
- Translate best practices and operational findings into workflow and project templates with Transformation and CRM teams
- Implement straight-through processing within FT William and ASC
- Project manage technology adoption and operational initiatives across partner firms, including planning, training, job aids, office hours, and support
- Establish feedback loops between operational teams and Product
- Participate in Product sprint reviews and demos, representing operational needs
- Track initiative progress, adoption, and outcomes to ensure measurable improvements
Requirements:
- 10+ years of defined contribution plan administration experience, including at least 5 years in a senior or management role within a TPA firm
- Hands-on experience managing a large and diverse book of retirement plans; experience with 500+ plans strongly preferred
- Expertise in compliance testing, Form 5500 preparation, employer contribution calculations, payroll reconciliation, and audit support
- Experience leading operational change through system migrations, technology implementations, training, and process improvement initiatives
- Experience managing a roadmap of projects from prioritization through cross-functional execution and completion
- Demonstrated results from continuous process and technology improvement initiatives
- Familiarity with multiple recordkeeping platforms, payroll vendors, and financial services firms
- Experience with PensionPro, ASC, and FT William strongly preferred; comparable TPA administration platforms considered
- Strong project management, organizational, and problem-solving skills
- Excellent written and verbal communication skills
- Ability to operate independently, exercise sound judgment, and drive projects forward in a fast-paced, high-accountability environment
- Ability to work effectively across Administration, Product, Technology, and other cross-functional teams
- ASPPA QKA, QKC, QPA, CPC, or equivalent designation preferred
- Experience managing or contributing to the P&L of a TPA practice, cost center, or operational unit preferred
- Experience working within a PE-backed or high-growth professional services environment preferred
- Experience consulting on M&A transactions involving retirement plans preferred
- Strong working knowledge of ERISA, IRS regulations, DOL guidance, and SECURE Act provisions preferred
Benefits:
- Hybrid and remote options available for many roles
- Competitive paid time off, including flexible & unlimited options
- Support for ongoing learning and career development
- Health, dental, vision, life, and disability coverage
- Incentive bonus programs
- Flexible hours
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