Remote Retirement Platform Transformation Specialist

JSR Tech Consulting; United States; Remote; USD 117,000 - 186,000; Full time

Job summary

JSR Tech Consulting is seeking a Retirement Product & Platform Transformation Consultant to drive cross‑functional initiatives for a major financial firm. This remote contract role centers on defining new retirement products, migrating platforms, and building scalable processes across product, operations, and technology.

Ideal candidates bring retirement industry expertise, strong business analysis and documentation skills, and the ability to translate complex requirements into actionable

Qualifications

• Experience with retirement products and recordkeeping.
• Knowledge of retirement platform implementations or transformations.
• Strong skills in business analysis and requirements gathering.
• Ability to design business processes and transform workflows.
• Experience with platform migrations and transitions.
• Excellent technical writing and documentation skills.
• Operational readiness and implementation experience.
• Product implementation and delivery experience.
• Ability to translate business requirements into technology solutions.
• Experience working across business and technology teams.

Responsibilities

• Partner with business, operations, product, and technology stakeholders to define and implement new retirement products and capabilities.
• Analyze current-state processes and develop future-state business processes, procedures, and operating models.
• Serve as a bridge between business and technology teams, translating operational needs into clear business and technical requirements.
• Support platform migrations and transitions, including requirements, procedures, data/process dependencies, and operational readiness.
• Develop and maintain high-quality business and technical documentation, including procedures, requirements, process documentation, and user-facing materials.
• Facilitate discussions with stakeholders across retirement operations, technology, product, and transformation teams.
• Identify process gaps, dependencies, risks, and opportunities for improvement.
• Support the design and implementation of scalable processes for onboarding, servicing, and ongoing administration of retirement plans.
• Help prepare operations and business teams to support new products, platforms, and services.
• Work across multiple transformation workstreams and adapt as priorities evolve.

Skills

Retirement products

Recordkeeping operations

Platform migrations

Business analysis

Process design

Documentation

Operational readiness

Product implementation

Cross-functional collaboration

Job description

JSR Tech Consulting is seeking a Retirement Product & Platform Transformation Consultant to drive cross‑functional initiatives for a major financial firm. This remote contract role centers on defining new retirement products, migrating platforms, and building scalable processes across product, operations, and technology.

Ideal candidates bring retirement industry expertise, strong business analysis and documentation skills, and the ability to translate complex requirements into actionable