Director of Operational Efficiency

The role

The Director of Operational Efficiency will lead a portfolio of operational improvement initiatives to make plan administration more accurate, scalable, and efficient. This person will drive technology, process, and system changes across TPA operations.

What you will do

• Develop and implement a playbook of operational improvement initiatives across 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 the Product team to lead the rollout and adoption of technology solutions.
• Lead migrations to new compliance systems, including FT William and ASC.
• Own census scrubbing initiatives to improve plan data quality.
• Collaborate with Transformation and CRM teams to translate findings into workflow and project templates.
• Implement straight-through processing within FT William and ASC.
• Project manage technology adoption and operational initiatives across partner firms.
• Establish feedback loops between operational teams and Product.

Required qualifications

• 10+ years of defined contribution plan administration experience, including at least 5 years in a senior or management role within a TPA firm.
• Proven expertise in compliance testing, Form 5500 preparation, employer contribution calculations, payroll reconciliation, and audit support.
• Demonstrated experience leading operational change through system migrations, technology implementations, training, and process improvement initiatives.
• Experience successfully 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.
• 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.
• Collaborative mindset to work across Administration, Product, Technology, and other cross-functional teams.

Nice to have

• Experience with 500+ plans
• Experience with PensionPro, ASC, and FT William
• ASPPA QKA (Qualified 401(k) Administrator), QKC (Qualified 401(k) Consultant), or equivalent designation such as QPA or CPC
• Master’s degree in Finance, Accounting, or a related field, or equivalent professional experience
• Experience managing or contributing to the P&L of a TPA practice, cost center, or operational unit
• Experience working within a PE-backed or high-growth professional services environment
• Experience consulting on M&A transactions involving retirement plans, including plan terminations, mergers, and asset transfers
• Strong working knowledge of ERISA, IRS regulations, DOL guidance, and SECURE Act provisions

Benefits

• Flexible Workplace – Hybrid and remote options available for many roles
• Flexible PTO – Competitive paid time off, including flexible & unlimited options
• Inclusive Environment
• Growth Opportunities
• Health, dental, vision, life, and disability coverage
• Incentive bonus programs
• Flexible hours

About the company

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions.