Retirement Domain SME – Manager

Jobtailor

Bengaluru

On-site

INR 1,500,000 - 2,400,000

Full time

4 days ago

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Job summary

EY Bengaluru is seeking a senior operations specialist to support Defined Benefits operations, ERISA compliance and retirement plan testing. You will collaborate with cross-functional teams to optimize processing, ensure accuracy of benefits calculations and manage complex disbursement workflows.

The role emphasizes PMO delivery for large retirement transformation programs, data governance, and stakeholder reporting across globally connected teams.

Qualifications

Experience with Defined Benefits Operations, including benefits calculations and benefits reviews.
Experience with retirement benefits calculations for retirement, termination, disability, death and divorce.
Experience with ERISA compliance and US retirement plan testing, including ADP & ACP testing and corrective distribution.
Deep understanding of in-plan guaranteed income products, including annuities embedded within defined contribution plans.
Exposure to recordkeeping platform enhancements supporting in-plan income features.
Experience handling money-in and loan activities, including check processing, contributions, loan initiation, loan repayments and re-amortization.
Experience with disbursements such as hardship withdrawals, QDRO, RMD and in-service distributions.
Experience processing 401(k) contributions and loan repayments.
Understanding of payout business rules, qualified/non-qualified plans, Roth conversion, Roth IRA, fiduciaries, defined contribution and defined benefits/pension.
Exposure to Pension Benefit Guaranty Corporation (PBGC) studies and public pensions.
Understanding of plan administration, group and account setup, eligibility, vesting rules and investment management.
Knowledge of middle-office and back-office processing, including retirement account origination, servicing, fund payouts and fund reconciliation.
Experience supporting or leading PMO functions for large-scale retirement transformation programs.
Proven ability to coordinate business, technology and vendor teams in retirement platform implementations or upgrades.
Experience creating business process maps, WBS and conversion strategies.
Experience with business transformation and modernization programs.
Experience conducting due diligence and assessment projects.
Experience with requirements gathering and elicitation, BRDs, FSDs, JAD sessions and workshops.
Experience defining future-state operational processes and product configuration
Experience defining scope and evaluating client requirements and change requests
Experience creating requirements documents with dataflow and process-flow diagrams
Experience analyzing functional enhancements with product design and development teams
Experience gathering acceptance criteria and supporting projects throughout the lifecycle
Experience managing service delivery across multiple blended processes
Experience implementing operational governance, quality review mechanisms and communication strategies
Proficiency in technology solution architecture
Experience with data migration projects
Skills in data analytics
Strong understanding of data governance principles and practices
Industry certifications such as ASPPA, LOMA or RPF are an advantage
Experience with ALIS, OMNI, Relius, NeoSpin, Vitech or TRAC is preferable
Ability to work effectively as a team member and build good client relationships

Responsibilities

Demonstrates expertise in Defined Benefits Operations, ERISA compliance, and retirement plan testing, with a strong focus on process improvement and operational governance.
Proven ability to manage large-scale retirement transformation programs and collaborate effectively with cross-functional teams.
Coordinate business, technology and vendor teams in retirement platform implementations or upgrades.
Create and review business process maps, dataflow and process-flow diagrams to support migration and modernization efforts.
Lead requirements elicitation sessions and workshops to capture client needs and acceptance criteria.

Skills

Defined Benefits Operations

ERISA Compliance

Retirement Plan Testing

PMO Functions

Data Analytics

Education

ASPPA

LOMA

RPF

Tools

ALIS

OMNI

Relius

NeoSpin

Vitech

TRAC

Job description

Support client engagements across retirement and pension domains as part of EY’s Consulting team
Support Defined Benefits Operations, including benefits calculations and reviews
Address ERISA compliance, US retirement plan testing and reporting
Support in-plan guaranteed income products and protected retirement solutions
Contribute to recordkeeping platform enhancements for in-plan income features
Handle money-in, contributions, loans, repayments, re-amortization and check processing
Process retirement-plan disbursements, including hardship withdrawals, QDRO, RMD and in-service distributions
Apply business rules for payouts, qualified and non-qualified plans, Roth products, fiduciaries and pension plans
Support plan administration, eligibility, vesting and investment management
Perform middle-office and back-office retirement processing, servicing, payouts and reconciliation
Support or lead PMO activities for large-scale retirement transformation programs, including planning, milestone tracking, risk management and stakeholder reporting
Coordinate business, technology and vendor teams during retirement platform implementations and upgrades
Create process maps, work breakdown structures, requirement documents, dataflow diagrams and process-flow diagrams
Conduct requirements elicitation, JAD sessions, workshops, due diligence and assessments
Define future-state operational processes, product configuration, scope and acceptance criteria
Collaborate with product design and development teams on functional enhancements
Manage service delivery, operational governance, quality reviews and communication strategies
Work with EY professionals and clients across globally connected teams

Requirements

Experience with Defined Benefits Operations, including benefits calculations and benefits reviews
Experience with retirement benefits calculations for retirement, termination, disability, death and divorce
Experience with ERISA compliance and US retirement plan testing, including ADP & ACP testing and corrective distribution
Deep understanding of in-plan guaranteed income products, including annuities embedded within defined contribution plans
Experience designing or evaluating protected retirement solutions through insurance-wrapped investment vehicles
Exposure to recordkeeping platform enhancements supporting in-plan income features
Experience handling money-in and loan activities, including check processing, contributions, loan initiation, loan repayments and re-amortization
Experience with disbursements such as hardship withdrawals, QDRO, RMD and in-service distributions
Experience processing 401(k) contributions and loan repayments
Understanding of payout business rules, qualified/non-qualified plans, Roth conversion, Roth IRA, fiduciaries, defined contribution and defined benefits/pension
Exposure to Pension Benefit Guaranty Corporation (PBGC) studies and public pensions
Understanding of plan administration, group and account setup, eligibility, vesting rules and investment management
Knowledge of middle-office and back-office processing, including retirement account origination, servicing, fund payouts and fund reconciliation
Experience supporting or leading PMO functions for large-scale retirement transformation programs
Proven ability to coordinate business, technology and vendor teams in retirement platform implementations or upgrades
Experience creating business process maps, WBS and conversion strategies
Experience with business transformation and modernization programs
Experience conducting due diligence and assessment projects
Experience with requirements gathering and elicitation, BRDs, FSDs, JAD sessions and workshops
Experience defining future-state operational processes and product configuration
Experience defining scope and evaluating client requirements and change requests
Experience creating requirements documents with dataflow and process-flow diagrams
Experience analyzing functional enhancements with product design and development teams
Experience gathering acceptance criteria and supporting projects throughout the lifecycle
Experience managing service delivery across multiple blended processes
Experience implementing operational governance, quality review mechanisms and communication strategies
Proficiency in technology solution architecture
Experience with data migration projects
Skills in data analytics
Strong understanding of data governance principles and practices
Industry certifications such as ASPPA, LOMA or RPF are an advantage
Experience with ALIS, OMNI, Relius, NeoSpin, Vitech or TRAC is preferable
Ability to work effectively as a team member and build good client relationships

Core Competencies

Demonstrates expertise in Defined Benefits Operations, ERISA compliance, and retirement plan testing, with a strong focus on process improvement and operational governance. Proven ability to manage large-scale retirement transformation programs and collaborate effectively with cross-functional teams.

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