Retirement Plan Project Manager

RoShay Services; Stevens Point (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

RoShay Services in Stevens Point, Wisconsin, is seeking a skilled professional to provide technical expertise in retirement-plan solutions and to support projects that develop and market 401(k) products. You will collaborate across teams to ensure initiatives align with business objectives and customer needs.

The role involves delivering retirement-plan knowledge to inform product development, coordinating projects, researching market trends, and monitoring product performance to drive

Qualifications

• Strong retirement-plan (401(k)) knowledge, project coordination skills, research ability, stakeholder communication, and comfort analyzing product performance to drive improvements.

Responsibilities

• Deliver retirement-plan technical knowledge to support product development and marketing.
• Coordinate projects and collaborate across teams to move work forward.
• Research market trends and customer requirements to inform product decisions.
• Monitor and evaluate product performance, using insights to support business goals.
• Communicate project status and progress to stakeholders.

Skills

Retirement plan knowledge

Project coordination

Research ability

Stakeholder communication

Product performance analysis

Job description

Role Summary:

Provide technical expertise in retirement-plan solutions and support projects to develop and market 401(k) products. Collaborate on end-to-end product efforts, ensuring initiatives align with business objectives and customer needs.

Key Duties

• Deliver retirement-plan technical knowledge to support product development and marketing.
• Coordinate projects and collaborate across teams to move work forward.
• Research market trends and customer requirements to inform product decisions.
• Monitor and evaluate product performance, using insights to support business goals.
• Communicate project status and progress to stakeholders.

Qualifications & Skills:

Strong retirement-plan (401(k)) knowledge, project coordination skills, research ability, stakeholder communication, and comfort analyzing product performance to drive improvements.