Jobs at Strongpoint Partners

Serves as a strategic HR advisor to leaders and employees, supporting employee relations, performance management, talent development, workforce planning, organizational changes, and employee engagement. Provides guidance across the employee lifecycle, partners with HR Operations and Payroll, uses Dayforce and HR data to inform decisions, supports compensation and benefits processes, and ensures consistent application of HR policies and employment practices.

Lead and manage data transformation and migration projects, design and build automated data quality monitoring tools, analyze/clean/transform data using SQL/Python/JavaScript, collaborate with cross-functional teams, document mappings and processes, troubleshoot conversion issues, and apply AI and automation to improve data integrity and efficiency.

Drive new business development and strategic partnerships across the South Central United States. Build relationships with financial advisors, RIAs, broker-dealers, recordkeepers, CPAs, ERISA attorneys, and consultants; sell retirement plan services including TPA, 3(16) fiduciary, and PEP solutions; provide consultative guidance; manage the sales pipeline; forecast results; and collaborate with internal teams to tailor client solutions.

Leads a team of retirement plan administrators and oversees qualified defined contribution plan administration, compliance testing, Form 5500 preparation, quality assurance, client escalations, and regulatory deadlines. The role involves reviewing technical work, managing client data and communications, supporting plan implementations, improving processes, and mentoring staff. It requires extensive third-party administrator experience, retirement plan credentials, knowledge of ERISA and related regulations, and strong analytical, communication, and leadership skills.

Leads operational improvement initiatives across third-party administrator operations, including technology evaluations, compliance-system migrations, census data quality, straight-through processing, technology adoption, training, and workflow optimization. Partners with Product, Technology, Transformation, CRM, and Administration teams to prioritize and execute a roadmap of initiatives, represent operational needs in product development, and measure adoption and efficiency outcomes.

Develop new business and expand distribution relationships for third-party retirement administration and actuarial consulting services. Engage financial advisors, recordkeepers, CPAs, broker-dealers, and other intermediaries; execute territory sales strategies; explain retirement plan design and compliance concepts; manage partnerships, market intelligence, and sales pipelines; and collaborate with actuarial, operations, marketing, and platform teams to deliver tailored solutions.

Reviews and oversees Defined Benefit and Cash Balance retirement plans, including nondiscrimination testing, PBGC and IRS filings, FASB reports, AFTAP certifications, plan termination work, participant distributions, design studies, and regulatory audits. The role manages a large caseload, provides client consultation, stays current with legislative changes, and uses retirement plan administration and CRM systems to deliver accurate, compliant services.

The Internal Business Development Consultant drives growth by managing inbound leads, engaging financial advisors, and collaborating with the sales team to transition opportunities.

Manage a portfolio of 401(k) plans, perform compliance testing and deliver recommendations on plan design while ensuring operational compliance with ERISA regulations.