Director of TPA Operations – Strategic Partnerships

Strongpoint Partners

Director of TPA Operations overseeing retirement plan administration and strategic partnerships within Strongpoint Partners. Leading operations and managing relationships across the Strongpoint network.

Posted 6/5/2026full-timeChicago • Illinois • 🇺🇸 United StatesLead💰 $150,000 - $175,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

retirement plan administrationcompliance testingForm 5500 reportingERISAInternal Revenue CodeIRS regulationsDOL regulationsplan correction programsdefined contribution plansmerger and acquisition consulting

Soft Skills

communication skillspresentation skillsconsulting skillsrelationship managementanalytical skillsorganizational skillsproblem-solving skillsteam leadershipperformance managementclient satisfaction

Certifications & Qualifications

Bachelor's degree

Industry Keywords

Third-Party Administrator (TPA)retirement servicesportfolio managementquality control standardsoperational proceduresparticipant disclosuresauditsvoluntary compliance programsoperational integrationcapacity constraints

About the role

Key responsibilities & impact

Provide oversight for a diverse portfolio of defined contribution retirement plans, including owner-only plans, safe harbor plans, cross-tested plans, ESOPs, and large audited plans.
Ensure timely and accurate completion of annual compliance testing, Form 5500 filings, participant disclosures, and all required regulatory reporting.
Serve as a technical resource and escalation point for complex compliance, operational, and plan design matters.
Support Plan Administrators through annual audits, IRS and Department of Labor examinations, plan corrections, voluntary compliance programs, and plan terminations.
Consult on merger and acquisition activity impacting retirement plans, providing guidance on plan mergers, asset transfers, and operational integration requirements.
Monitor legislative and regulatory developments and communicate implications to clients, advisors, and internal teams.
Establish and maintain operational procedures, quality control standards, and best practices that promote consistency and scalability.
Serve as a resource for Strongpoint's affiliated TPA partner firms during periods of capacity constraints, staffing transitions, or other operational needs.
Coordinate temporary or transitional administration services for partner firm clients while maintaining service continuity and client satisfaction.
Collaborate closely with partner firm leadership to facilitate seamless transitions of plan administration responsibilities.
Act as a technical consultant and operational resource for partner firms facing complex plan issues, regulatory challenges, or administrative questions.
Foster strong relationships across the Strongpoint partner network while respecting and preserving existing client and advisor relationships.
Maintain transparency with Strongpoint leadership regarding resource allocation, portfolio management, and partner support activities.

Requirements

What you’ll need

Bachelor's degree in Business, Finance, Accounting, Economics, Human Resources, or a related field.
10+ years of retirement plan administration experience within a Third-Party Administrator (TPA), consulting firm, recordkeeper, or related retirement services organization.
Demonstrated experience managing complex defined contribution retirement plans and plan sponsor relationships.
Strong technical knowledge of ERISA, Internal Revenue Code qualification requirements, IRS and DOL regulations, compliance testing, Form 5500 reporting, and plan correction programs.
Previous experience leading teams, managing performance, and developing retirement plan professionals.
Proven ability to manage multiple priorities while maintaining exceptional service standards.
Excellent communication, presentation, consulting, and relationship management skills.
Strong analytical, organizational, and problem-solving capabilities.

Benefits

Comp & perks

Flexible Workplace – Hybrid and remote options available for many roles.
Flexible PTO – Competitive paid time off, including flexible & unlimited options.
Inclusive Environment – A culture that values diversity, collaboration, and respect.
Growth Opportunities – Support for ongoing learning and career development.
Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
Workplace Perks – Incentive bonus programs, flexible hours, & more.