Senior Product Manager - Retirement Distributions

Pyramid Consulting, Inc; Charlotte (NC); Hybrid; USD 110,208 - 117,096; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid sick leave

Job summary

A financial services consulting firm is seeking a Senior Product Manager to lead the development and strategy for retirement distribution products. The role involves overseeing cross-functional teams to modernize processes, ensuring compliance, and enhancing participant experiences. The ideal candidate will have extensive experience in product management within finance, particularly in retirement plan administration. This position offers a competitive rate and a hybrid work environment.

Qualifications

• 8+ years of product management experience in financial services.
• Deep understanding of retirement plan regulations and distribution rules.
• Excellent written and verbal communication abilities.

Responsibilities

• Drive the strategic vision and roadmap for retirement distribution products.
• Champion the transformation of legacy distribution processes.
• Ensure compliance with ERISA, IRS regulations, and DOL requirements.

Skills

Product management experience

Leadership & Communication

Data analysis skills

Regulatory compliance

Education

Bachelor's degree in Business, Finance, or related field

MBA preferred

Tools

Data analysis tools

Job description

Senior Product Manager - Retirement Distributions

Immediate need for a talented Senior Product Manager - Retirement Distributions. This is a 12 months contract opportunity with long-term potential and is located in Charlotte, NC (Hybrid).

Pay Range: $80 - $85/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

• Product Strategy & Experience Transformation Drive the strategic vision and roadmap for retirement distribution products as part of our comprehensive end-to-end experience transformation initiative.
• End-to-End Process Redesign Champion the transformation of legacy distribution processes into modern, integrated experiences that span digital and human-assisted channels.
• Regulatory Compliance & Risk Management Ensure all distribution products comply with ERISA, IRS regulations, and DOL requirements while supporting our transformation objectives.
• Cross-Platform Integration Lead initiatives to create unified experiences across our digital platforms, call centers, and service delivery channels.
• Stakeholder Management & Change Leadership Partner with cross-functional teams including operations, technology, legal, compliance, and client services to deliver seamless distribution experiences.
• Process Optimization & Modernization Lead initiatives to streamline withdrawal processes, loan administration, and terminated employee distributions as part of our end-to-end experience transformation.
• Data Analysis & Performance Monitoring Analyze product performance metrics, participant behavior patterns, and operational efficiency indicators across the transformed experience landscape.
• Participant Experience Excellence Champion participant-centric design principles to create client-accessible distribution processes that work seamlessly across our transformed service delivery model.

Key Requirements and Technology Experience:

• Education & Experience Bachelor's degree in Business, Finance, or related field; MBA preferred.
• Minimum 8 years of product management experience in financial services, with at least 5 years focused on retirement plan administration or employee benefits.
• Demonstrated experience leading product transformation initiatives or large-scale experience redesign projects.
• Technical Expertise Deep understanding of retirement plan regulations, distribution rules, and tax implications.
• Proven experience with loan processing, hardship withdrawals, and in-service distributions. Knowledge of recordkeeping systems and data management practices.
• Experience with digital transformation and systems integration projects.
• Leadership & Communication; Strong project management skills with experience leading cross-functional teams through transformational change.
• Excellent written and verbal communication abilities, with proven success presenting to senior leadership and external clients about transformation initiatives and their business impact.
• Analytical Skills; Proficiency in data analysis tools and methodologies.
• Ability to translate complex regulatory requirements into practical product solutions and communicate technical concepts to diverse audiences.
• Experience measuring and optimizing end-to-end experience metrics.
• Professional certifications such as QKA (Qualified 401(k) Administrator), QPA (Qualified Pension Administrator), or similar credentials.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.