Director of Operational Efficiency

🔥 13 hours ago

🌽 Illinois – Remote

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⏰ Full Time

🔴 Lead

👔 Director

👻 Ghost score 25%

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Logo of Strongpoint Partners

Strongpoint Partners

51 - 200 employees

🤝 B2B

💸 Finance

💳 Fintech

B2B • Finance • Fintech

Strongpoint Partners is a national partnership that specializes in providing integrated retirement, payroll, and HR solutions for small to medium-sized businesses. They offer a customer-centric platform that aims to increase long-term wealth for clients and their employees. The company's services include plan consultation and design, compliance and tax support, recordkeeping, and advisory, backed by a robust technology infrastructure. With over 150,000 plan participants across 40+ states and $14B+ in plan assets under administration, Strongpoint Partners is dedicated to building trusted and knowledgeable retirement solutions.

📋 Description

• 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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