Retirement Product & Platform Transformation Consultant - REMOTE

JobDiva, Inc.; United States; Remote; USD 95,000 - 130,000; Full time

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.

Skills

Retirement products

Recordkeeping

Business analysis

Requirements gathering

Process design and transformation

Platform migrations and transitions

Technical writing

Operational readiness

Product implementation and delivery

Cross-functional collaboration

Job description

Retirement Product & Platform Transformation Consultant

This is a remote contract opportunity with a major financial firm. Candidates must be based in the United States and must have experience with Retirement systems and/or services.

Overview

Our client is investing in the development of a new retirement product and supporting technology platform and is building out the capabilities required to transition from existing platforms and processes to a modern operating model.

We are seeking experienced retirement industry professionals who can operate at the intersection of business operations, product, and technology. The ideal candidates understand retirement products and recordkeeping and can translate complex business requirements into clear processes, procedures, documentation, and technology requirements.

This is an opportunity to join a transformation organization working across product development, platform implementation, migrations, business process design, and operational readiness.

Key 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.

Ideal Background

We are particularly interested in professionals with experience in:

• Retirement products and retirement plan administration
• Retirement recordkeeping and operations
• Retirement platform implementations or transformations
• Business analysis and requirements gathering
• Business process design and process transformation
• Platform migrations and transitions
• Technical/business writing and documentation
• Operational readiness and implementation
• Product implementation and delivery
• Translating business requirements into technology solutions
• Working across business and technology organizations

Experience working with recordkeeping platforms, retirement operations, plan administration, trust/reconciliation, payroll interfaces, data, or related retirement services is highly valued.

What Makes This Opportunity Unique

The organization is looking for professionals who can do more than traditional business analysis or documentation. The strongest candidates will be able to understand the retirement business, interpret complex operational requirements, and effectively liaise between business stakeholders and technology teams.

This could be a strong fit for someone who has worked as a:

• Retirement Business Consultant
• Business Analyst
• Senior Business Analyst
• Process Designer
• Business Process Consultant
• Technical Writer with retirement industry experience
• Product Consultant
• Implementation Consultant
• Migration/Conversion Consultant
• Retirement Operations Transformation Consultant