Vice President of Implementation

Job Summary

Leading all aspects of client onboarding and plan transitions, the hybrid remote Vice President of Implementation will drive operational excellence and enhance client experiences while overseeing a high-performing team dedicated to retirement recordkeeping services.

Key responsibilities

• Own the overall implementation experience and establish onboarding excellence as a strategic differentiator
• Oversee successful onboarding and conversion of new retirement plans, ensuring projects are completed on schedule and with minimal disruption
• Develop and execute best practices and performance metrics for new business implementations and ongoing plan administration activities

Required qualifications

• Bachelor's degree in Business Administration, Finance, Accounting, Management, or a related field; Master's degree preferred
• 10+ years of experience in retirement plan recordkeeping or financial services operations
• 7+ years of progressive leadership experience managing implementation or client service teams
• Strong understanding of defined contribution retirement plans and related products
• Proven ability to lead cross-functional teams and influence stakeholders at all organizational levels