Job
Description
Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Retirement Planning Services Good to have skills : NA Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. You will be responsible for overseeing the entire application development process and ensuring its successful implementation. Your role will involve collaborating with cross-functional teams, managing the team's performance, and making key decisions. You will contribute to problem-solving and provide solutions for your immediate team and across multiple teams. This is an exciting opportunity to showcase your expertise and contribute to the success of our projects. Roles & Responsibilities: Expected to be an SME Collaborate and manage the team to perform Responsible for team decisions Engage with multiple teams and contribute to key decisions Provide solutions to problems for their immediate team and across multiple teams Lead the effort to design, build, and configure applications Act as the primary point of contact for application-related matters Oversee the entire application development processFinancial Knowledge: Sound understanding of Retirement space- at least in 2 areas Institutional Servicing (remittance services, plan management, sponsor management), Distributed Transactions (Money In - Money Out , Transaction Mgmt, accumulation-deaccumulation), Offer Selection and Mgmt (Onboarding (plan/sponsor/participant, setup & change ), Education & Advice (Retirement advisory, Financial Wellness), Participant management, Account Management ( Customer Profile, Customer Account information, Saving and Investing), reporting, customer service, Annuity Servicing, Engagement & Distributions (Enrollment and Onboarding), Financial products ( Defined Contributions, Lifetime Investment Solutions) Marketing ( Messaging and Communications). Good understanding of some of the topics:oTypes of retirement accounts: IRAs, 401(k)s, Roth IRAs, pensions, and health savings accounts (HSAs).oTax implications:Understanding of tax laws and regulations related to retirement savings and distributions.oInvestment strategies:Familiarity with investment vehicles, asset allocation, and risk management strategies suitable for retirees.oEstate planning:Basic understanding of estate planning concepts and their impact on retirement assets.oProducts and Services: understanding of Retirement product offerings, including annuities, investment accounts, life insurance, and retirement planning tools.oPlan rules and regulations:Knowledge of plan specific rules, enrollment procedures, contribution limits, withdrawal options, and loan features.oCompliance requirements:Understanding of ERISA, SECURE Act 2.0 and other regulatory requirements governing retirement plans. Professional & Technical Skills: Prior experience as a Product Owner in an agile environment. Strong understanding of agile methodologies (e.g., Scrum, Kanban) and experience working with agile teams. Excellent communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and stakeholders. Ability to prioritize competing demands and make data-driven decisions. Experience with product management tools such as Jira, Rally. Familiarity with software development processes and technologies. Analytical mindset with the ability to interpret data and user feedback to drive product improvements. Creative problem-solving skills and a proactive attitude towards addressing challenges. Strong leadership skills with the ability to motivate and inspire teams towards a common goal. Additional Information: The candidate should have a minimum of 7.5 years of experience in Retirement Planning Services This position is based in Mumbai A 15 years full-time education is required Qualifications 15 years full time education
