Project Role : Product Owner
Project Role Description : Drives the vision for the product by being the voice of the customer, following a human-centered design approach. Shapes and manages the product roadmap and product backlog and ensures the product team consistently deliver on the clients needs and wants. Validates and tests ideas through recurrent feedback loops to ensure knowledge discovery informs timely direction changes.
Must have skills : Retirement Planning Services
Good to have skills : NA
Minimum 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 timelines 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 Pune office - A 15 years full-time education is required

15 years full time education

About Accenture

Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent- and innovation-led company with 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities. Visit us at www.accenture.com

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