Jobs · Business Development

Retirement Product & Platform Transformation Consultant - REMOTE

JSR Tech Consulting · United States · 1 mo ago
RemoteRemoteBusiness DevelopmentContract
This is a remote contract opportunity with a major financial firm. Candidates must be based in the United States and must have experience with Retirement systems and/or services. Retirement Product & Platform Transformation ConsultantOverviewOur client is investing in the development of a new retirement product and supporting technology platform and is building out the capabilities required to transition from existing platforms and processes to a modern operating model.We are seeking experienced retirement industry professionals who can operate at the intersection of business operations, product, and technology. The ideal candidates understand retirement products and recordkeeping and can translate complex business requirements into clear processes, procedures, documentation, and technology requirements.This is an opportunity to join a transformation organization working across product development, platform implementation, migrations, business process design, and operational readiness.Key ResponsibilitiesPartner with business, operations, product, and technology stakeholders to define and implement new retirement products and capabilities.Analyze current-state processes and develop future-state business processes, procedures, and operating models.Serve as a bridge between business and technology teams, translating operational needs into clear business and technical requirements.Support platform migrations and transitions, including requirements, procedures, data/process dependencies, and operational readiness.Develop and maintain high-quality business and technical documentation, including procedures, requirements, process documentation, and user-facing materials.Facilitate discussions with stakeholders across retirement operations, technology, product, and transformation teams.Identify process gaps, dependencies, risks, and opportunities for improvement.Support the design and implementation of scalable processes for onboarding, servicing, and ongoing administration of retirement plans.Help prepare operations and business teams to support new products, platforms, and services.Work across multiple transformation workstreams and adapt as priorities evolve.Ideal BackgroundWe are particularly interested in professionals with experience in:Retirement products and retirement plan administrationRetirement recordkeeping and operationsRetirement platform implementations or transformationsBusiness analysis and requirements gatheringBusiness process design and process transformationPlatform migrations and transitionsTechnical/business writing and documentationOperational readiness and implementationProduct implementation and deliveryTranslating business requirements into technology solutionsWorking across business and technology organizationsExperience working with recordkeeping platforms, retirement operations, plan administration, trust/reconciliation, payroll interfaces, data, or related retirement services is highly valued.What Makes This Opportunity UniqueThe organization is looking for professionals who can do more than traditional business analysis or documentation. The strongest candidates will be able to understand the retirement business, interpret complex operational requirements, and effectively liaise between business stakeholders and technology teams.This could be a strong fit for someone who has worked as a:Retirement Business ConsultantBusiness AnalystSenior Business AnalystProcess DesignerBusiness Process ConsultantTechnical Writer with retirement industry experienceProduct ConsultantImplementation ConsultantMigration/Conversion ConsultantRetirement Operations Transformation Consultant

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