[Hiring] Defined Contribution Leader @NFP Corp

Role Description

The Defined Contribution Leader is responsible for guiding Wealthspire's National Defined Contribution administration practice. This role offers strategic direction, operational management, talent growth, exceptional service delivery, and financial responsibility for all DC plan administration activities throughout the organization.

• Drive the integration of Defined Contribution administration teams into a consistent national service delivery model.
• Lead teams coordinating retirement plans ranging from solo and safe harbor plans to highly customized and complex employer-sponsored retirement programs.
• Serve as a key member on the TPA leadership team responsible for growth, technology, and operational excellence strategies.

Key Responsibilities

• Strategic Leadership
  • Direct the national Defined Contribution practice and develop a consistent operating model across all offices.
  • Develop and implement critical initiatives that boost service quality, scalability, profitability, and client happiness.
  • Partner with executive leadership to align departmental objectives with overall TPA business goals.
  • Drive adoption of organizational values, accountability standards, and performance expectations.
  • Support growth initiatives through operational preparedness, client retention, and business development partnership.
• Operational Excellence
  • Establish and maintain standardized service delivery processes across all DC administration teams.
  • Drive adoption and continuous improvement of DC administration workflows in partnership with Platform Operations.
  • Ensure uniform management of all DC plan types and service offerings.
  • Monitor service quality, turnaround times, compliance standards, and client experience metrics.
• People Leadership
  • Lead and develop a geographically dispersed team of managers, administrators, and specialists.
  • Build clear career paths, succession plans, and professional development opportunities.
  • Foster a culture of accountability, collaboration, trust, continuous learning, and transparency.
  • Mentor leaders to effectively manage performance, employee engagement, and career growth.
• Financial & Business Management
  • Maintain responsibility for departmental efficiency, resource utilization, and profitability.
  • Find opportunities to improve operating leverage and service efficiency.
  • Partner with Platform Operations and Finance to apply enterprise important metrics, dashboards, forecasting, and capacity models.
  • Contribute to annual budgeting and long-term planning activities.
• Enterprise & Client Partnership
  • Build positive relationships across various functions to deliver a coordinated and consistent client experience.
  • Support complex client needs and central initiatives by bringing together appropriate expertise and resources.
  • Partner with Business Development and key external relationships to strengthen client retention and support growth opportunities.

Qualifications

• Over 10 years of experience in managing retirement plans.
• 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.

Preferred

• ASPPA credentials (QKA, QPA, QKC, CPC, QKA, TGPC, etc.).
• 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.

Benefits

• Competitive salary.
• PTO and paid holidays.
• 401(k) with company match.
• Base salary range: $175,000-$200,000, eligible for an annual incentive bonus plan.
• Base salary determined by experience, credentials, education, certifications, skill level, and geographic location.
• Performance-based incentives may be available.