Vice President, Implementation & New Business

Company Overview PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.

At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success. To learn more, visit https://www.pcsretirement.com/

Job Summary

The Vice President, Implementation & New Business is responsible for leading all aspects of client onboarding, plan transitions, offboarding activities, and ongoing plan maintenance for a retirement recordkeeping organization. This executive role serves as a critical link between Sales, Relationship Management, Operations, Compliance, and Technology to ensure seamless plan conversions, exceptional client experiences, operational excellence, and risk management.

The VP will develop and execute implementation strategies, oversee complex plan conversions, optimize operational processes, and build a high-performing team dedicated to delivering accurate, timely, and scalable recordkeeping services. As a key driver of growth, the VP will own the end-to-end implementation experience and position implementation excellence as a competitive differentiator in the marketplace.

The role

is responsible for creating conversion and onboarding experience that enhances client confidence, accelerates new business success, strengthens referral opportunities, and supports the company's ability to win and retain new clients. The ideal candidate combines deep retirement industry expertise with strong leadership, project management, and client-facing capabilities.

Job Responsibilities

• Own the overall implementation experience and establish onboarding excellence as a strategic differentiator for the organization.
• Lead the Plan Maintenance and Plan Termination/Offboarding functions for the organization.
• Develop and execute best practices, strategic goals, performance metrics, and operational plans for all new business implementations and ongoing plan administration activities.
• Oversee the successful onboarding and conversion of new retirement plans, ensuring projects are completed on schedule, within scope, and with minimal disruption to clients and participants.
• Direct plan offboarding and termination activities, including asset transfers, regulatory requirements, vendor coordination, and client communications.
• Ensure efficient and accurate execution of ongoing plan maintenance requests, including plan amendments, eligibility changes, contribution updates, mergers, acquisitions, and other administrative changes.
• Leverage client feedback, implementation metrics, and market insights to continuously enhance the onboarding experience and improve competitive positioning.
• Establish and maintain implementation and maintenance service standards that drive exceptional client satisfaction and retention.
• Partner closely with Sales, Relationship Management, Legal, Compliance, Operations, Product, and Technology teams to ensure seamless client transitions and service delivery.
• Collaborate with Product and Technology teams to develop tools and solutions that simplify onboarding and create best-in-class client experience.
• Serve as executive sponsor for complex or high-profile client implementations and conversions.
• Identify opportunities to improve workflows, automate processes, and enhance operational efficiency.
• Monitor implementation and maintenance performance through KPIs, SLAs, and quality metrics.
• Ensure compliance with ERISA, IRS, DOL, SEC, and other applicable regulatory requirements.
• Manage operational risk through strong controls, documented procedures, and quality assurance practices.
• Lead issue resolution and escalation management for client onboarding, maintenance, and offboarding activities.
• Develop staffing strategies, organizational structures, and succession plans to support business growth.
• Recruit, develop, coach, and retain high-performing managers and team members.
• Participate in strategic planning initiatives and contribute to organizational growth and scalability.
• Manage departmental budgets and resource allocation to achieve operational and financial objectives.
• All other duties as assigned.