Retirement Planning Services

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 - Manage project timelines and deliverables - Ensure adherence to project budgets and resource allocation - Identify and mitigate project risks - Coordinate with stakeholders to gather project requirements - Monitor project progress and provide regular updates to stakeholders Financial 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 o Types of retirement accounts IRAs 401 k s Roth IRAs pensions and health savings accounts HSAs o Tax implications Understanding of tax laws and regulations related to retirement savings and distributions o Investment strategies Familiarity with investment vehicles asset allocation and risk management strategies suitable for retirees o Estate planning Basic understanding of estate planning concepts and their impact on retirement assets o Products and Services understanding of Retirement product offerings including annuities investment accounts life insurance and retirement planning tools o Plan rules and regulations Knowledge of plan specific rules enrollment procedures contribution limits withdrawal options and loan features o Compliance 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 Mumbai office - A 15 years full-time education is required