Hiring: Vice President of Implementation Company: WealthPlus Location: New York, NY Job Posted Time: 2026-09-10 12:35:02 Employment Type: Remote Target Skills & Keywords : Confluence, Jira, Project Management, SaaS, Salesforce, Wealth Management, Zendesk About the job Experience: •Head of Client Experience or Chief Executive Officer •10+ years of experience in client experience, implementations, operations, relationship management, or service leadership within fintech, financial services, recordkeeping, benefits, wealth management, or enterprise SaaS. •5+ years of people leadership experience, including building, scaling, and managing client-facing teams, onboarding teams, or managers. •Proven experience developing implementation processes, onboarding programs, conversion workflows, service standards, KPIs, escalation management processes, and executive-level client relationships. •In-depth knowledge of retirement plans, recordkeeping, workplace benefits, fintech operations, or wealth technology platforms. Required Skills: •Remote or New York, NY •Lead and scale the onboarding function for new clients, including plan onboarding, employer setup, plan build, and launch readiness across the WealthPlus platform. •Oversee plan conversions, including transition planning, data intake, validation, stakeholder coordination, and successful go-live execution. •Serve as the primary lead, acting as the central point of coordination for the TPA relationship to ensure client and partner alignment across service providers, documentation standards, conversion requirements, operational dependencies, and launch milestones. •Own the end-to-end implementation process for new business, ensuring projects are delivered accurately, on time, and with a high-quality experience for advisors, TPAs, plan sponsors, and service providers. •Drive adoption and operational success of payroll integrations; including payroll onboarding, file setup, mapping, partner coordination, exception handling, and initial processing. •Build scalable implementation playbooks, onboarding standards, conversion procedures, launch checklists, escalation paths, and performance metrics. Qualifications: •Operational familiarity with plan onboarding workflows, including plan setup, plan compliance, payroll mapping, participant servicing, notices, and reporting. •Bachelor’s degree in Business, Finance, Operations, Information Systems, or a related field. Compensation: •$150,000 - $180,000 / year •Competitive benefits and rewards package •Annual discretionary bonus and equity opportunities Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!