Title Defined Contribution Leader

Wealthspire Institutional brings together a network of affiliated firms that provides institutional advisory, wealth management, institutional advisory, and business management services to individuals, families, and institutions across the United States, Canada, and the United Kingdom. Through its specialized subsidiaries and affiliates, clients can access wealth management, retirement plan consulting, nonprofit endowment and foundation advisory, business management, and family office services tailored to their evolving financial needs.

Wealthspire invests in the people, technology, and resources that expand what the firm can do for clients, while preserving the personal relationships and accountability that are central to its client service approach.

Inspiring Trust. Enriching Lives.

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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.

The leader will drive the integration of Defined Contribution administration teams into a consistent national service delivery model, in partnership with Platform Operations and other TPA leaders. The individual will lead teams coordinating retirement plans ranging from solo and safe harbor plans to highly customized and complex employer-sponsored retirement programs. The position also serves as a key member on the TPA leadership team who are responsible for accomplishing the organization's growth, technology, and operational excellence strategies.

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 within the Defined Contribution practice.
• 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 within the Defined Contribution practice.

• 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, bringing to bear Stax.
  
  AI and other enterprise technology platforms.
• Ensure uniform management of all DC plan types and service offerings.
• Monitor service quality, turnaround times, compliance standards, and client experience metrics.

• 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.

• 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 to manage the DC practice.
• Contribute to annual budgeting and long-term planning activities.

• Build positive relationships across Platform…