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 : Business Requirements Analysis
Good to have skills : NA
Minimum 5 year(s) of experience is required
Educational Qualification : 15 Year

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. Detailed JD for Product Owner: Job Description: Product Owner would be responsible for defining and prioritizing the product backlog, collaborating with stakeholders to gather requirements, and ensuring the successful delivery of features that meet customer needs. PO should have a strong understanding of agile methodologies, excellent communication, and collaboration skills. Key Responsibilities: • Define and prioritize the product backlog based on input from stakeholders, market research, and customer feedback. • Collaborate with cross-functional teams including development, design, and marketing to deliver high-quality features on time. • Work closely with stakeholders to gather and prioritize requirements, ensuring alignment with business goals and customer needs. • Clearly communicate product vision, goals, and priorities to the development team and other stakeholders. • Break down features into user stories with detailed acceptance criteria, ensuring clarity and feasibility for development. • Act as the primary point of contact for the development team, answering questions and providing clarification on requirements. • Continuously monitor and evaluate product performance, gathering feedback from users and stakeholders to inform future iterations. • Facilitate sprint planning, review, and retrospective meetings, driving continuous improvement and adaptation. 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. 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).

15 Year

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