Implementation Manager

About the role

The Implementation Manager will support 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.

Responsibilities

• Manage the onboarding process for new clients, including plan onboarding, employer setup, plan build, and launch readiness across the WealthPlus platform.
• Execute plan conversions, including transition planning, data intake, validation, stakeholder coordination, and successful go-live.
• Serve as a day-to-day point of contact for TPA relationships, coordinating client and partner alignment across service providers, documentation standards, conversion requirements, operational dependencies, and launch milestones.
• Own the end-to-day implementation of assigned new-business projects, ensuring they are delivered accurately, on time, and with a high-quality experience for advisors, TPAs, plan sponsors, and service providers.
• Support adoption and operational success of payroll integrations, including payroll onboarding, file setup, mapping, partner coordination, exception handling, and initial processing.
• Help build and maintain implementation playbooks, onboarding standards, conversion procedures, launch checklists, escalation paths, and performance metrics.

Requirements

• Education & Experience:
  • Bachelor's degree in Business, Finance, Operations, Information Systems, or a related field.
  • 6+ years of experience in client experience, implementations, operations, relationship management, or service delivery within fintech, financial services, recordkeeping, benefits, wealth management, or enterprise SaaS.
  • 2+ years of people leadership experience managing client-facing, onboarding, or implementation team members.
  • Proven experience executing implementation processes, onboarding programs, conversion workflows, service standards, KPIs, and escalation processes, and managing client relationships.
• Skills & Knowledge:
  • Strong understanding of retirement plans, recordkeeping, workplace benefits, fintech operations, or wealth technology platforms.
  • Proven ability to manage and improve implementation and onboarding processes 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 working to 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.

Qualifications

• Experience in 401(k), 403(b), retirement plan recordkeeping, TPA services, payroll integrations, wealth management, or employee benefits technology.
• 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 contributing to the build-out of implementation, onboarding, or conversion teams or processes.

Benefits

• Competitive base salary of approx $90,000 - $110,000 - commensurate with experience and geographic market.
• Annual discretionary bonus and equity opportunities.
• Comprehensive benefits package including medical, dental, vision, and paid time off.
• Opportunity to build and lead a core function within a fast-growing fintech platform.