Vice President of Retirement Plan Implementations

WealthPlus • New York, NY

6d • $165,000 - $185,000 • Remote

About The Position

WealthPlus is a workplace benefits platform that brings employee financial wellness and plan management together in a unified solution. The Vice President of Retirement Plan Implementations will lead the strategy, structure, and execution of onboarding across new client setup, strategic partner launches, plan conversions, employer setup, payroll integration, and early-stage client adoption. This senior leader will build and manage the teams, processes, and service standards needed to ensure smooth transitions for clients, advisors, TPAs, plan sponsors, and participants.

The role partners closely with Product, Technology, Operations, Sales, and Client Experience to deliver accurate and efficient implementations that support long-term client success. It requires retirement plan implementation and recordkeeping experience.

Requirements

• Bachelor’s degree in Business, Finance, Operations, Information Systems, or a related field.
• 10+ years of experience in retirement plan implementation or recordkeeping.
• 5+ years of people leadership experience, including building, scaling, and managing client-facing teams, onboarding teams, or managers.
• Proven experience developing implementation processes, onboarding programs, conversion workflows, service standards, KPIs, escalation management processes, and executive-level client relationships.
• Strong understanding of retirement plans, recordkeeping, workplace benefits, fintech operations, and wealth technology platforms.
• Experience leading plan conversions, new client setup, data mapping, payroll onboarding, and cross-functional launch execution.
• Strong project management, process design, and operational problem-solving skills, including experience with KPIs, SLAs, service standards, playbooks, and escalation workflows.
• Excellent relationship management and communication skills across advisors, TPAs, plan sponsors, employers, participants, and internal stakeholders.
• Comfort using CRM, implementation, ticketing, reporting, and collaboration tools such as Salesforce, Jira, Confluence, Zendesk, or similar platforms.

Nice To Haves

• Familiarity with plan onboarding workflows, including plan setup, plan compliance, payroll mapping, participant servicing, notices, and reporting.
• Experience supporting advisors, TPAs, plan sponsors, employers, and participants in a multi-constituent onboarding and servicing model.
• Experience building implementation, onboarding, or conversion teams from the ground up.

Responsibilities

• Lead and scale onboarding for new clients, including plan onboarding, employer setup, plan builds, and launch readiness.
• Oversee plan conversions, including transition planning, data intake and validation, stakeholder coordination, and go-live execution.
• Coordinate TPA relationships and align clients and partners on service providers, documentation standards, conversion requirements, operational dependencies, and launch milestones.
• Own end-to-end implementation for new business, ensuring accurate and timely delivery and a high-quality experience for advisors, TPAs, plan sponsors, and service providers.
• Drive payroll integration adoption and operational success, including payroll onboarding, file setup, mapping, partner coordination, exception handling, and initial processing.
• Build scalable implementation playbooks, onboarding standards, conversion procedures, launch checklists, escalation paths, and performance metrics.

Benefits

• Discretionary annual bonus.
• Equity participation.
• Medical, dental, and vision benefits.
• Paid time off.
• Opportunity to build and lead a core function within a fast-growing fintech platform.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior