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Role Description

As a Vice President, Recordkeeping & TPA Services on the Retirement Services team, you’ll play a pivotal role by partnering with EFE leadership, technology, sales, and compliance to ensure scalable, compliant, and high-quality retirement services.

• Define and execute the long-term strategy for recordkeeping and TPA services, aligned with organizational growth and profitability goals while overseeing day-to-day Retirement Plan Recordkeeping administration.
• Lead modernization, automation, and process improvement initiatives to enhance efficiency, accuracy, and client experience.
• Serve as a subject matter expert on retirement plan administration trends, regulatory changes, and market standards.
• Partner with Legal and Compliance to manage audits, examinations, corrections, and regulatory inquiries.
• Oversee internal controls, SOC reporting, and risk mitigation strategies related to retirement services operations.
• Partner with Sales, Relationship Management, and Product teams to support client acquisition, retention, and expansion, acting as an escalation point for key clients, advisors, and plan sponsors.
• Collaborate with technology vendors, custodians, and external partners to ensure seamless service delivery.
• Lead, mentor, and develop senior managers and functional leaders across recordkeeping and TPA teams.

Qualifications

• Bachelor's degree or equivalent in business, finance, accounting, or a related field; advanced degree preferred.
• 15+ years of progressive leadership experience in retirement services, recordkeeping, and third-party administration.
• Deep expertise in defined contribution plan administration and ERISA regulatory requirements.
• Proven experience leading large, complex operations and cross-functional teams.
• Strong executive presence with the ability to influence senior leaders, clients, and regulators.
• Proficiency with FIS Relius Administration (required).
• Working knowledge of ERISA, IRS, and DOL regulations governing qualified plans.
• Strong Excel and data management skills.
• ASPPA or NIPA credentials (QKA, QKC, etc.) a plus but not required.

Requirements

• Expected base salary range for this role nationally is $204,700 - $273,000.
• Final base pay will be determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.
• This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Benefits

• Your recruiter can share more about the specific benefits eligible for this role during the hiring process.