Required Skills

Business Analyst

Work Authorization

  • US Citizen

  • Green Card

  • EAD (OPT/CPT/GC/H4)

  • H1B Work Permit

Preferred Employment

  • Corp-Corp

Employment Type

  • Consulting/Contract

education qualification

  • UG :- - Not Required

  • PG :- - Not Required

Other Information

  • No of position :- ( 1 )

  • Post :- 8th Apr 2022

JOB DETAIL

• Support the business with day-to-day activities, including user story writing and agile project management

• Gather customer, industry and business data to support decisions and strategic direction of the retirement services industry and client's competitive position

• Collaborate with the retirement product team to design the strategy for the retirement business

• Work closely with Design and Technology to determine the user interface and experience of new or enhanced products and services.

• Write user stories to develop new products or enhance existing products to improve customer engagement and retention, and business reporting, and tracking, then drive implementation.

• Work closely with Technology to design new product solutions, manage the rollout of products and services in a planned and timely manner.

• Manage rollout of solutions in a timely manner

• Provide retirement subject matter expertise

• Work with the Client to develop timely retirement, guidance and investing content including web / branch seminars, videos, and articles. Monitor content and implement any necessary changes

• Monitor and understand regulatory changes and implement necessary updates to training materials, forms, applications, and web pages

 

Qualifications:

• Product management experience with a background in financial services and a focus on retirement

• Successful candidate will possess retirement industry knowledge (focused on IRA and small business retirement accounts)

• Experience working with key organizational partners, such as Marketing, Sales, Customer Service, Customer Education and Technology

• Strategy development, project management, communication, and problem-solving skills

• Understanding of both the traditional sales of brokerage products through financial advisors as well as the digital channel.

Company Information