IMPLEMENTATION MANAGER

Job Title: Implementation Manager Location: Remote or New York, NY Department: Client Experience Reports To: Head of Client Experience or Chief Executive Officer Position Summary WealthPlus is a comprehensive workplace solution that’s reimagining the modern benefit stack. We bring simplicity, flexibility, and clarity to employee financial wellness and plan management through a single, unified platform. Our all-in-one solution empowers organizations to build customized benefit programs tailored to their unique goals. With seamless single sign-on and an integrated experience, managing plans, participants, and accounts becomes streamlined and efficient. At WealthPlus, we’re redefining how organizations and individuals think about workplace benefits— making the future of financial wellness more accessible, transparent, and personal. Join a dynamic team that is shaping the future of wealth and workplace technology! The Implementation Manager will support the strategy, structure, and execution of the WealthPlus onboarding function across new client setup, strategic partner launches, plan conversions, employer setup, payroll integration, and early-stage client adoption. This manager will help build and run the team, processes, and service standards that ensure every new client, advisor, TPA, plan sponsor, and participant experiences a smooth and successful transition onto the WealthPlus platform. This role is ideal for a hands-on operational and client-facing leader who understands how to execute and scale onboarding in a fintech, retirement, or recordkeeping environment. The Implementation Manager will work closely with Product, Technology, Operations, Sales, and Client Experience to ensure new business is implemented accurately, efficiently, and in a way that sets the foundation for long-term client success. Day to day, this manager will lead individual implementations, coach team members, and translate the department's strategy into repeatable, on-the-ground execution. Experience in retirement, recordkeeping, wealth technology, or workplace benefits is strongly preferred.