Director Implementation

• Are you an experienced Leader that can analyze data, communicate effectively with all levels of the organization, and respond quickly to changing business needs?
• Do you have a passion for driving business processes and supporting continuous improvement efforts to address emerging market demands?
• Can you develop new and innovative ways to increase revenue and long-term retention opportunities?

• Lead end-to-end implementation execution across a complex portfolio of Retirement Services work, ensuring quality, consistency, and strong business outcomes
• Continue to consolidate and centralize critical small market relationships under a unified leadership structure to improve execution and align delivery to sales and business objectives
• Drive implementation strategy and readiness for key product launches and strategic initiatives, including complex, high-visibility programs such as Amazon PEP
• Formalize and scale the franchise implementation experience to improve consistency, efficiency, and client outcomes
• Identify, absorb, and lead increasingly complex implementation work that expands team output and drives measurable growth in units, rollcall, volume, and revenue

• Translate business priorities into implementation strategies, operating plans, and clear performance expectations
• Align implementation execution with sales priorities, organizational goals, and growth opportunities
• Partner closely across functions to ensure effective handoffs, issue resolution, and execution against shared objectives
• Use operational insight, business judgment, and performance data to identify opportunities for process improvement and increased scale

• Lead, coach, and develop leaders and team members across the implementation organization
• Assume responsibility for Relationship Organization Team Lead development within a consolidated structure, ensuring leadership readiness and strong succession planning
• Define and lead the Project Manager role, including oversight of critical implementations, complex conversions, and key organization-wide initiatives
• Build a high-performing, accountable, and scalable team structure with clear expectations, strong development, and leadership depth

• Ensure the organization delivers a strong and consistent implementation experience across client segments
• Balance client needs, operational scalability, and business priorities in decision-making and execution
• Represent the function with credibility and influence in senior-level and cross-functional discussions

• Deep experience leading implementation, operations, or service delivery functions within Retirement Services or a related business
• Strong people leadership experience, including leading leaders, building team capability, and supporting succession readiness
• Demonstrated ability to manage complex, high-volume work while improving quality, consistency, and scale
• Proven success leading cross-functional execution and driving alignment across stakeholders
• Strong business acumen with the ability to connect operational performance to growth and revenue outcomes
• Excellent communication and leadership skills, with the ability to influence across levels and functions
• Proven ability to lead through change, absorb complexity, and build scalable operating models

• Strong implementation performance across quality, execution, and client outcomes
• Greater scale, consistency, and operational discipline across the implementation organization
• Measurable growth in business output, including units, rollcall, volume, and revenue
• Stronger leadership bench, clearer succession readiness, and effective oversight of critical implementation work

• 10+ years of directly related experience 
• 7 + years' experience in leadership and management
• Exhibits Leadership Excellence, including identifying successful behaviors, ensuring the right talent in the right roles and a strong eye for talent acquisition building successful teams and leaders
• Proven ability and experience to develop and execute strategic business strategies
• Recognized as an individual with outstanding leadership skills, passion, professionalism, communication, and strategic business thinking
• A relationship builder who partners collaboratively internally and externally across the enterprise to ensure we provide the best client experience and are achieving our business objectives
• Ability to anticipate and adapt to changing conditions and opportunities
• Highly analytical with the ability to tell the story based on the data and analytics
• Ability to coach and mentor others
• Ability to analyze data, draw conclusions, and create strategies based on the conclusions
• Ability to communicate effectively with all levels of the organization including speaking, listening, writing, and presenting
• Ability to collaborate effectively across business functions
• Ability to prioritize issues and work under the pressure of time constraints
• Ability to direct the design and implementation of processes and procedures

• Experience noted above, OR
• Military experience where skills including teamwork, adaptability, organization, and follow-through will help you build team and client relationships, identify solutions, and achieve success.

PREFERRED QUALIFICATIONS: Preference will be given to candidates who have the following:

• Retirement Services background and industry knowledge
• Implementation/Project Management with the ability to manage through complex client requirements with scalable solutions 
• A relationship builder who partners collaboratively internally and externally across the enterprise to ensure we are providing the best client experience and are achieving our business objectives
• Ability to anticipate and adapt to changing conditions and opportunities
• Highly analytical with the ability to tell the story based on the data and analytics
• Ability to coach and mentor others
• Ability to analyze data, draw conclusions, and create strategies based on the conclusions
• Ability to communicate effectively with all levels of the organization including speaking, listening, writing, and presenting
• Ability to collaborate effectively across business functions
• Ability to prioritize issues and work under the pressure of time constraints
• Ability to direct the design and implementation of processes and procedures