A bachelor's degree in Business, Finance, Operations, Information Systems, or a related field is required.
At least 10 years of experience in retirement plan implementation or recordkeeping is required.
At least 5 years of people leadership experience, including building, scaling, and managing client-facing teams, onboarding teams, or managers, is required.
Proven experience developing implementation processes, onboarding programs, conversion workflows, service standards, key performance indicators, escalation management processes, and executive-level client relationships is required.
A strong understanding of retirement plans, recordkeeping, workplace benefits, fintech operations, and wealth technology platforms is required.
Proven ability to build and scale implementation and onboarding functions in a multi-stakeholder service environment is required.
Experience leading plan conversions, new client setup, data mapping, payroll onboarding, and cross-functional launch execution is required.
Strong project management, process design, and operational problem-solving skills are required, including experience managing key performance indicators, service-level agreements, service standards, playbooks, and escalation workflows.
Experience using customer relationship management, implementation, ticketing, reporting, and collaboration tools such as Salesforce, Jira, Confluence, Zendesk, or similar platforms is required.
Responsibilities
Lead and scale the onboarding function for new clients, including plan onboarding, employer setup, plan build, and launch readiness across the platform.
Oversee plan conversions, including transition planning, data intake, validation, stakeholder coordination, and successful go-live execution.
Serve as the primary lead and central point of coordination for third-party administrator relationships, ensuring alignment across service providers, documentation standards, conversion requirements, operational dependencies, and launch milestones.
Own the end-to-end implementation process for new business, ensuring projects are delivered accurately, on time, and with a high-quality experience for advisors, third-party administrators, plan sponsors, and service providers.
Drive adoption and operational success of payroll integrations, including payroll onboarding, file setup, mapping, partner coordination, exception handling, and initial processing.
Familiarity with plan onboarding workflows, including plan setup, plan compliance, payroll mapping, participant servicing, notices, and reporting.
Experience supporting advisors, third-party administrators, plan sponsors, employers, and participants in a multi-constituent onboarding and servicing model.
Experience building implementation, onboarding, or conversion teams from the ground up.
Job Title: Vice President of Retirement Plan Implementations
Location: Remote or New York, NY
Department: Client Experience
Reports To: Head of Client Experience or Chief Executive Officer
Position Summary WealthPlus is a comprehensive workplace solution that’s reimagining the modern benefit stack. We bring simplicity, flexibility, and clarity to employee financial wellness and plan management through a single, unified platform. Our all-in-one solution empowers organizations to build customized benefit programs tailored to their unique goals. With seamless single sign-on and an integrated experience, managing plans, participants, and accounts becomes streamlined and efficient. At WealthPlus, we’re redefining how organizations and individuals think about workplace benefits— making the future of financial wellness more accessible, transparent, and personal. Join a dynamic team that is shaping the future of wealth and workplace technology!
The Vice President of Retirement Plan Implementations will lead the strategy, structure, and execution of the WealthPlus onboarding function across new client setup, strategic partner launches, plan conversions, employer setup, payroll integration, and early-stage client adoption. This senior leader will be responsible for building and managing the team, processes, and service standards that ensure every new client, advisor, TPA, plan sponsor, and participant experiences a smooth and successful transition onto the WealthPlus platform.
This role is ideal for an experienced operational and client-facing leader who has deep experience implementing retirement plans and understands how to scale onboarding in a fintech, retirement, or recordkeeping environment. The VP of Retirement Implementations will partner closely with Product, Technology, Operations, Sales, and Client Experience to ensure new business is implemented accurately, efficiently, and in a way that sets the foundation for long-term client success. Experience in retirement plan implementation and recordkeeping is required for consideration.
Lead and scale the onboarding function for new clients, including plan onboarding, employer setup, plan build, and launch readiness across the WealthPlus platform.
Oversee plan conversions, including transition planning, data intake, validation, stakeholder coordination, and successful go-live execution.
Serve as the primary lead, acting as the central point of coordination for the TPA relationship to ensure client and partner alignment across service providers, documentation standards, conversion requirements, operational dependencies, and launch milestones.
Own the end-to-end implementation process for new business, ensuring projects are delivered accurately, on time, and with a high-quality experience for advisors, TPAs, plan sponsors, and service providers.
Drive adoption and operational success of payroll integrations; including payroll onboarding, file setup, mapping, partner coordination, exception handling, and initial processing.
Bachelor’s degree in Business, Finance, Operations, Information Systems, or a related field.
10+ years of experience in retirement plan implementation/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.
Skills & Knowledge:
Strong understanding of retirement plans, recordkeeping, workplace benefits, fintech operations, and wealth technology platforms.
Proven ability to build and scale implementation and onboarding functions in a multi-stakeholder service environment.
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, with experience managing KPIs, SLAs, service standards, playbooks, and escalation workflows.
Excellent relationship management and communication skills across advisors, TPAs, plan sponsors, employers, participants, and internal stakeholders.
Comfortable working cross-functionally and using CRM, implementation, ticketing, reporting, and collaboration tools such as Salesforce, Jira, Confluence, Zendesk, or similar platforms.
Preferred Qualifications:
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.