Implementation Manager
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AI Summary
Lead the strategy and execution of the onboarding function for new clients, strategic partners, and plan conversions. Build and maintain implementation playbooks and service standards to ensure a smooth transition onto the WealthPlus platform.
Implementation Manager
Department: Client Services
Employment Type: Full Time
Location: New York City, NY
Reporting To: Justin Bales
Compensation: $120,000 - $150,000 / year
Description
Job Title: Implementation Manager
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 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. This manager will help build and run 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 a hands-on operational and client-facing leader who understands how to execute and scale onboarding in a fintech, retirement, or recordkeeping environment. The Implementation Manager will work 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. Day to day, this manager will lead individual implementations, coach team members, and translate the department's strategy into repeatable, on-the-ground execution. Experience in retirement, recordkeeping, wealth technology, or workplace benefits is strongly preferred.
Key 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-end 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.
Skills, Knowledge and Expertise
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.
Preferred 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 $120,000 - $150,000 - 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.
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