Vice President, Recordkeeping & TPA Services (Providence, RI or Remote, Nationwide)
Vice President, Recordkeeping & TPA Services (Providence, RI or Remote, Nationwide)
As a Vice President, Recordkeeping & TPA Services 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.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team's existing talents. This role is responsible for strategic direction, operational excellence, regulatory compliance, and client outcomes across defined contribution and related retirement programs. If you are a collaborative, strategic thinker with excellent communication skills, this may be an opportunity for you!
Responsibilities:
• 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.
Requirements:
• 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.
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $204,700 - $273,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, 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.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
Apply Now
Apply Now
As a Vice President, Recordkeeping & TPA Services 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.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team's existing talents. This role is responsible for strategic direction, operational excellence, regulatory compliance, and client outcomes across defined contribution and related retirement programs. If you are a collaborative, strategic thinker with excellent communication skills, this may be an opportunity for you!
Responsibilities:
• 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.
Requirements:
• 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.
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $204,700 - $273,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, 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.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
Apply Now
Apply Now