Retirement Platform Transformation Expert (Remote)

Creative Solutions Services, LLC

United States

Remote

USD 95,000 - 130,000

Full time

14 days+

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Job summary

Creative Solutions Services, LLC is seeking a Retirement Product & Platform Transformation Consultant for a remote contract with a major financial firm. The role requires candidates based in the United States and experience with retirement systems, recordkeeping, and platform migrations.

You will operate at the intersection of business operations, product, and technology, translating complex retirement requirements into actionable documentation and scalable processes while supporting platform

Qualifications

Experience with retirement products and recordkeeping
Experience with platform migrations and transformations
Strong business analysis and requirements gathering
Ability to translate business requirements into technical solutions

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.