Director of Operational Efficiency

🕒 Setembro 22

🌽 Illinois – Remoto

🌽 Illinois – Remote

⏰ Tempo Integral

🔴 Especialista

👔 Diretor

👻 Score fantasma 25%

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Strongpoint Partners

SiteLinkedInTodas as Vagas

51 - 200 funcionários

🤝 B2B

💸 Finanças

💳 Fintech

B2B • Finance • Fintech

Strongpoint Partners é uma plataforma de serviços financeiros em rápida expansão, habilitada por tecnologia, que oferece administração terceirizada de aposentadorias ("TPA"), registro, e soluções integradas de tecnologia para folha de pagamento e RH para pequenas e médias empresas. O conjunto de serviços da Strongpoint prioriza precisão, conformidade e redução de risco regulatório, tudo entregue por equipes locais de sucesso do cliente que entendem as nuances dos mercados que atendem. Composta por uma rede nacional de empresas líderes em estratégias e administração de aposentadorias, incluindo HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group ("RSG"), e Retirement Planners and Administrators ("RPA"), a Strongpoint Partners combina uma paixão incessante por serviço e inovação com a experiência e expertise necessárias para tornar a aposentadoria viável para todos. Para mais informações, visite: www.strongpointpartners.com

Descrição

• 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

🎯 Requisitos

• 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

🏖️ Benefícios

• 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