3 Plan Management Jobs

Summary: As a Business Process Architect, you will be responsible for designing business processes, including characteristics and key performance indicators (KPIs), to meet process and functional requirements. Your typical day will involve working closely with the Application Architect to create the process blueprint and establish business process requirements to drive out application requirements and metrics. You will also assist in quality management reviews and ensure all business and design requirements are met. Additionally, you will educate stakeholders to ensure a complete understanding of the designs. In this role, you will play a pivotal role in identifying and driving impactful improvements across our services, helping us deliver exceptional value to our clients as they plan for and navigate their retirement journey Roles & Responsibilities: Conduct in-depth analysis of business processes, systems, and data to identify opportunities for improvement and optimization. Partner with key stakeholders across the organization to understand needs, challenges, and objectives. Elicit, document, and analyze business requirements for new initiatives, projects, and enhancements. Develop clear and concise user stories and functional specifications. Evaluate potential solutions and technologies, assessing their feasibility, cost-effectiveness, and impact. Collaborate with IT teams to translate business requirements into technical specifications. Manage project scope, timelines, and resources, ensuring projects are delivered on time and within budget. Create and maintain comprehensive documentation, including requirements documents, process maps, and user guides. Present findings and recommendations to stakeholders in a clear and compelling manner. Stay up-to-date on industry trends and best practices in retirement services. Professional & Technical Skills: 3-years of experience as a Business Analyst, preferably in the financial services or retirement services industry. Deep experience/knowledge in more than 2 of the following 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). Working experience on Agile, DevOps. Good to have experience working as a Scrum master. Working experience on OMNI is preferred. Strong analytical and problem-solving skills. Excellent communication and presentation skills, both written and verbal. Ability to work independently and as part of a team. Proficient in MS Office Suite, with experience in data analysis tools preferred. Knowledge of industry regulations and standards related to retirement plans a plus.

Summary: As a Business Process Architect, you will be responsible for designing business processes, including characteristics and key performance indicators (KPIs), to meet process and functional requirements. Your typical day will involve working closely with the Application Architect to create the process blueprint and establish business process requirements to drive out application requirements and metrics. You will also assist in quality management reviews and ensure all business and design requirements are met. Additionally, you will educate stakeholders to ensure a complete understanding of the designs. In this role, you will play a pivotal role in identifying and driving impactful improvements across our services, helping us deliver exceptional value to our clients as they plan for and navigate their retirement journey Roles & Responsibilities: Conduct in-depth analysis of business processes, systems, and data to identify opportunities for improvement and optimization. Partner with key stakeholders across the organization to understand needs, challenges, and objectives. Elicit, document, and analyze business requirements for new initiatives, projects, and enhancements. Develop clear and concise user stories and functional specifications. Evaluate potential solutions and technologies, assessing their feasibility, cost-effectiveness, and impact. Collaborate with IT teams to translate business requirements into technical specifications. Manage project scope, timelines, and resources, ensuring projects are delivered on time and within budget. Create and maintain comprehensive documentation, including requirements documents, process maps, and user guides. Present findings and recommendations to stakeholders in a clear and compelling manner. Stay up-to-date on industry trends and best practices in retirement services. Professional & Technical Skills: 3-years of experience as a Business Analyst, preferably in the financial services or retirement services industry. Deep experience/knowledge in more than 2 of the following 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). Working experience on Agile, DevOps. Good to have experience working as a Scrum master. Working experience on OMNI is preferred. Strong analytical and problem-solving skills. Excellent communication and presentation skills, both written and verbal. Ability to work independently and as part of a team. Proficient in MS Office Suite, with experience in data analysis tools preferred. Knowledge of industry regulations and standards related to retirement plans a plus.

Summary: As a Business Process Architect, you will be responsible for designing business processes, including characteristics and key performance indicators (KPIs), to meet process and functional requirements. Your typical day will involve working closely with the Application Architect to create the process blueprint and establish business process requirements to drive out application requirements and metrics. You will also assist in quality management reviews and ensure all business and design requirements are met. Additionally, you will educate stakeholders to ensure a complete understanding of the designs. In this role, you will play a pivotal role in identifying and driving impactful improvements across our services, helping us deliver exceptional value to our clients as they plan for and navigate their retirement journey Roles & Responsibilities: Conduct in-depth analysis of business processes, systems, and data to identify opportunities for improvement and optimization. Partner with key stakeholders across the organization to understand needs, challenges, and objectives. Elicit, document, and analyze business requirements for new initiatives, projects, and enhancements. Develop clear and concise user stories and functional specifications. Evaluate potential solutions and technologies, assessing their feasibility, cost-effectiveness, and impact. Collaborate with IT teams to translate business requirements into technical specifications. Manage project scope, timelines, and resources, ensuring projects are delivered on time and within budget. Create and maintain comprehensive documentation, including requirements documents, process maps, and user guides. Present findings and recommendations to stakeholders in a clear and compelling manner. Stay up-to-date on industry trends and best practices in retirement services. Professional & Technical Skills: 3-years of experience as a Business Analyst, preferably in the financial services or retirement services industry. Deep experience/knowledge in more than 2 of the following 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). Working experience on Agile, DevOps. Good to have experience working as a Scrum master. Working experience on OMNI is preferred. Strong analytical and problem-solving skills. Excellent communication and presentation skills, both written and verbal. Ability to work independently and as part of a team. Proficient in MS Office Suite, with experience in data analysis tools preferred. Knowledge of industry regulations and standards related to retirement plans a plus.