Description

You will act as a subject matter expert in US Retirement Plan Administration to drive process improvements and technical solution design.

Responsibilities

• Partner with client stakeholders to conduct due diligence and analyze requirements for enhancing business processes and IT systems.
• Collaborate with Architecture, Data, and QA teams to design solutions and deliver measurable business performance improvements.
• Develop business requirements documents, use cases, and process flows.
• Support Product Owners by researching epic/feature needs, slicing requirements, and establishing user stories to prioritize the backlog.
• Facilitate Agile processes including iteration planning, backlog refinement, retrospectives, and daily stand-ups within a Scrum team.
• Own data profiling exercises alongside technical SMEs and visualize findings for reporting and decision-making.

Required Skills

• 10+ years of experience in US Retirement Plan Administration (Defined Contribution and/or Defined Benefit plans).
• Deep proficiency in plan designs, fiduciary responsibilities, record keeping, and operational compliance for 401(k), 403(b), PSP, and MPP plans.
• Expertise in contribution calculations, distributions, loan requests, accounting/valuation, nondiscrimination testing, and governmental reporting.
• Strong analytical skills and experience with data profiling and data analytics.
• Hands-on experience with Scrum practices and requirement slicing.
• Ability to conduct due diligence and manage stakeholder requirements.
• Experience in Fund Management or Life Insurance plan assets.

Key Skills

Education

ANY GRADUATE