Retirement Services Domain consultant • Expertise & knowledge in Retirement areas DC retirement products, retirement regulations (ERISA, DOL etc), retirements planning, transaction processing like Participant Onboarding, Contribution / Record Keeping / Payroll Servicing / Complex Events / Roll over / Exchanges / Compliance Testing etc • A strong background in product management, UI or data warehouse projects will be beneficial. • Exceptional interpersonal and communication (both written and verbal) skills. Experience communicating with both technical and non-technical stakeholders across multiple teams • Agile Certification will be beneficial • Knowledge in Health and Benefits (H&B) will be a value add.
Skills & Experience: • Expertise in US Retirement Services, Recordkeeping Processes, Compliance, Regulations, Trust Services, TPAs • 10+ years of experience working in transformation projects preferably in the Retirements Services area • Basic understanding of Investment Management, Fund Accounting, Investment Performance, Asset class exposure - equities, bonds, mutual funds, stable value funds, target date funds • Solid understanding of the following requirements models: Stakeholder Categories, Non-functional requirements, Gap Analysis, Glossary, Context Diagram, Data Model, Data Dictionary, Business Rules, Decision Tables, Mind Maps, Process Maps, requirements traceability and Use Cases • Relevant technical abilities including JIRA, Kanban, Confluence, and SQL • Develop and maintain an appropriately prioritized backlog of user stories for implementation • Work with project managers and technical leads to determine scope and priorities for product development cycles • Possess a fundamental understanding of end-to-end customer experience integration and dependencies. • Accountable for a created product(s), delivering in the product model and communicating the product needs with business partners. • Collaborate with stakeholders during the visioning and concept development of a product. • Lead, manage and collaborate with cross-functional teams, business partners and stakeholder management for a product(s). • Assess value, develop cases, and prioritize stories, epics and themes to ensure work focuses on those with maximum value that are aligned with product strategy.