Head of Operations, Transformations & Integrations

🕒 October 16

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

⚙️ Operations

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

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PCS Retirement

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🤝 B2B

Finance • B2B

PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.

📋 Description

• Lead process improvement and operational transformation across retirement recordkeeping operations and service • Develop and implement AI solutions to improve operational efficiency, productivity, service quality, and customer experience • Lead recordkeeping platform system conversions • Lead digital transformation for Operations and Service • Develop and drive adoption of self-service capabilities for advisors, plan sponsors, and participants • Design and implement workflow redesign and Salesforce case management integration • Implement Lean, Kaizen, and other operational improvement initiatives • Reduce rework, NIGO, and escalations through measurement and improvement initiatives • Define, refine, measure, and analyze performance metrics across Operations and Service • Develop and maintain capacity models and drive productivity enhancements using tools such as ActivTrak • Lead post-acquisition recordkeeping integration, including platform integration, organizational design, transaction processing, plan implementation, operations, and contact center integration • Manage approximately 5–8 direct reports, including Process Leads, a Capacity and Performance Analyst, and an Integration Analyst • Partner with Product and Technology teams to define, prioritize, and implement system enhancements • Lead change management, communications, stakeholder engagement, and adoption planning • Build, develop, coach, and retain a high-performing transformation and operational excellence team • Manage departmental priorities, budgets, vendor resources, and initiative funding

🎯 Requirements

• Bachelor’s degree in Business Administration, Finance, Accounting, Management, Operations, Information Systems, or a related field • Master’s degree preferred • 15+ years of experience in retirement plan recordkeeping, financial services operations, operations transformation, business process improvement, or related operational leadership roles • 7+ years of progressive leadership experience managing operations, transformation, integration, process improvement, digital enablement, technology delivery, or client service teams • Deep understanding of defined contribution retirement plans, including 401(k), 403(b), 457, and related retirement products and recordkeeping services • Demonstrated experience leading process improvement, operational transformation, workflow redesign, automation, or operational excellence initiatives in a complex service environment • Experience developing or implementing AI, automation, workflow, analytics, or digital solutions • Experience leading system conversions, platform migrations, technology implementations, or large-scale operating model changes preferred • Experience supporting mergers, acquisitions, operational integrations, or large-scale client and platform transitions preferred • Ability to partner with Product and Technology teams to prioritize system enhancements and translate business needs into requirements • Experience managing operational metrics, dashboards, scorecards, productivity reporting, capacity models, and transformation benefit tracking • Strong analytical, problem-solving, prioritization, and decision-making skills • Strong executive communication, stakeholder management, and cross-functional influence skills • Track record of developing high-performing teams and building scalable organizational capabilities • High level of integrity, accountability, sound judgment, and professional maturity • Ability to maintain an uninterrupted virtual workspace and family care during business hours • Internet work speed of 50 MBps or better for individual use

🏖️ Benefits

• 401(k) match • Medical insurance • Dental insurance • Vision insurance • Life insurance • Short-term disability • Long-term disability • Paid time off • Remote work arrangement • Uninterrupted virtual workspace requirement • Family care support during business hours • Internet work speed requirement of 50 MBps or better

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