Job
Description
Project Role : Program/Project Management Lead Project Role Description : Lead business and technology outcomes for assigned program, project, or contracted service. Leverage standard tools, methodologies and processes to deliver, monitor, and control service level agreements. 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 a Program/Project Management Lead, you will lead business and technology outcomes for assigned program, project, or contracted service. You will leverage standard tools, methodologies, and processes to deliver, monitor, and control service level agreements. Your typical day will involve overseeing the progress of projects, collaborating with cross-functional teams, and ensuring the successful delivery of outcomes. Roles & Responsibilities: Expected to be an SME Collaborate and manage the team to perform Responsible for team decisions Engage with multiple teams and contribute on key decisions Provide solutions to problems for their immediate team and across multiple teams Ensure effective communication and coordination between team members Identify and mitigate risks and issues Monitor project progress and ensure adherence to timelinesFinancial 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 at our Pune office A 15 years full-time education is required Qualification 15 years full time education
