Director of Operational Efficiency
Core
Lead operational improvement initiatives to make defined contribution plan administration more accurate, scalable, and efficient across the Strongpoint TPA platform.
Role type
Director of Operational Efficiency (TPA Operations)
Builds
Technology and process solutions for retirement plan administration
Domain
Financial Services / Retirement Plan Administration
Required skills
defined contribution plan administration, system migrations, compliance testing, Form 5500 preparation, payroll reconciliation, straight-through processing, project management, census scrubbing, workflow design
Preferred skills
ASPPA QKA/QKC/QPA/CPC, P&L management, M&A consulting, ERISA/IRS/DOL/SECURE Act expertise
Technologies
FT William, ASC, PensionPro
Responsibilities
Develop and implement a playbook of operational improvement initiatives; 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 to improve operational efficiency and scalability; Partner closely 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 data quality; 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; Track initiative progress, adoption, and outcomes.
Seniority
Director, hands-on IC with management responsibilities