Defined Contribution Leader

NFP Corp•Virtual, TX
•$175,000 - $200,000

About The Position

The Defined Contribution Leader guides Wealthspire’s national Defined Contribution administration practice, providing strategic direction, operational management, talent development, service delivery oversight, and financial responsibility for DC plan administration throughout the organization. The role leads integration of administration teams into a consistent national service model in partnership with Platform Operations and other TPA leaders. It oversees teams coordinating plans ranging from solo and safe harbor plans to highly customized and complex employer-sponsored retirement programs, and contributes to TPA leadership strategies for growth, technology, and operational excellence. The leader directs the national practice and establishes standardized service delivery, workflows, and operating practices across offices. The role monitors service quality, turnaround times, compliance, and client experience; develops managers and teams; manages efficiency, resources, and profitability; and partners across the enterprise to support client needs, retention, and growth.

Requirements

  • Over 10 years of experience managing retirement plans.
  • At least 5 years of leadership experience managing managers and professional service teams.
  • Deep expertise in qualified defined contribution plans, including 401(k), profit sharing, safe harbor, and cash balance/defined contribution combinations.
  • Strong understanding of ERISA, IRC qualification requirements, compliance testing, plan operations, and fiduciary responsibilities.
  • Demonstrated success leading operational transformation, process improvement, and organizational change.
  • Experience managing workforce planning, service delivery, and operational performance metrics.

Nice To Haves

  • ASPPA credentials, such as QKA, QPA, QKC, CPC, TGPC, or similar.
  • Experience managing retirement plan administration operations across multiple offices or on a national scale.
  • Experience with workflow platforms such as Stax.ai, PensionPro, ASC, or similar technologies.

Responsibilities

  • Direct the national Defined Contribution practice and develop a consistent operating model across all offices.
  • Develop and implement initiatives to improve service quality, scalability, profitability, and client satisfaction.
  • Partner with executive leadership to align departmental objectives with overall TPA business goals.
  • Promote organizational values, accountability standards, and performance expectations.
  • Support growth initiatives through operational preparedness, client retention, and business development partnership.
  • Establish and maintain standardized service delivery processes across DC administration teams.
  • Drive adoption and continuous improvement of DC administration workflows with Platform Operations, using Stax.AI and other enterprise technology platforms.
  • Ensure consistent management of all DC plan types and service offerings.
  • Monitor service quality, turnaround times, compliance standards, and client experience metrics.
  • Lead and develop a geographically dispersed team of managers, administrators, and specialists.
  • Build career paths, succession plans, and professional development opportunities.
  • Foster accountability, collaboration, trust, continuous learning, and transparency.
  • Mentor leaders in performance management, employee engagement, and career growth.
  • Manage departmental efficiency, resource utilization, and profitability.
  • Identify opportunities to improve operating leverage and service efficiency.
  • Partner with Platform Operations and Finance on metrics, dashboards, forecasting, and capacity models for the DC practice.
  • Contribute to annual budgeting and long-term planning.
  • Build relationships across Platform Operations, Defined Benefit, Advisory, Special Projects, Finance, and other functions to provide a coordinated client experience.
  • Support complex client needs and central initiatives by coordinating appropriate expertise, resources, and operational capabilities.
  • Partner with Business Development and key external relationships to strengthen client retention, support growth, and improve Wealthspire’s position in the retirement-plan marketplace.

Benefits

  • Competitive salary
  • PTO
  • Paid holidays
  • 401(k) with company match
  • Eligible for an annual incentive bonus plan
  • May be eligible for performance-based incentives
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