Senior Product Owner for Retirement Platform Delivery

Bridgenext; Boston (MA); Hybrid; USD 120,000 - 190,000; Full time

Job summary

Bridgenext is seeking a Product Owner / Senior Business Analyst with proven delivery experience on enterprise retirement recordkeeping platforms for a leading US financial services client within Global Wealth and Asset Management. The role focuses on defined contribution journeys, stakeholder alignment, and translating regulatory changes into platform requirements.

The position requires deep retirement domain knowledge, strong Agile capabilities, and a consultative, data-driven approach to drive

Qualifications

• 8+ years of experience as a Product Owner or Senior Business Analyst, with at least 4 years focused on U.S. defined contribution retirement or workplace savings.
• Hands-on delivery experience on an enterprise retirement recordkeeping or participant servicing platform with direct ownership of requirements/backlog/features.
• Deep fluency in defined contribution concepts: 401(k), 403(b), and 457 plan design, eligibility, auto-enrollment and auto-escalation, employer match, vesting, loans, hardship withdrawals, RMDs, rollovers, QDIA, and nondiscrimination testing.
• Proven experience translating regulatory mandates (SECURE and SECURE 2.0) into platform requirements and delivering them on schedule.
• Proven experience as a Product Owner in Agile/Scrum or SAFe environments, including backlog ownership, story writing, and prioritization frameworks.
• Strong consulting posture: ability to lead stakeholder workshops, navigate ambiguity, build consensus across business and IT, and handle pushback constructively.
• Excellent communication skills, able to translate business needs into clear technical requirements and technical constraints into business terms.
• Proven ability to scope MVPs under tight timelines while preserving long-term scalability and extensibility.
• Strong analytical skills, including working knowledge of SQL for data validation and analysis.

Responsibilities

• Own and prioritize the product backlog across participant, plan sponsor, and advisor-facing retirement capabilities, balancing business value, regulatory deadlines, risk, and delivery effort.
• Lead discovery across business, operations, compliance, and technology stakeholder groups to understand current-state recordkeeping and servicing processes, identify pain points, and reconcile competing priorities.
• Elicit and document business requirements, user stories, acceptance criteria, process flows, and data mappings for the defined contribution plan lifecycle, including enrollment, contributions, investment elections, loans, withdrawals and distributions, rollovers, and plan onboarding or conversions.
• Perform gap and fit analysis between current and target state platforms, including vendor platform configuration, migration, and modernization initiatives.
• Translate regulatory and legislative changes (such as SECURE Act, SECURE 2.0, ERISA, DOL, and IRS requirements) into platform requirements in partnership with Compliance and Legal.
• Define MVP scope and release roadmap, what is in, what is explicitly out, and why, balancing rapid time-to-value with long-term product vision.
• Partner with scrum teams through sprint planning, backlog refinement, demos, and PI planning; manage dependencies across platform, integration, data, and vendor teams.
• Design for upstream and downstream integrations without assuming control over them, including payroll feeds, trustee and custodian systems, third-party administrators (TPAs), and advisor platforms.
• Lead UAT strategy, test scenarios, defect triage, release readiness, and go-live support, ensuring changes meet compliance and audit expectations.
• Use participant behavior data, call-driver analysis, and sponsor feedback to shape digital experience improvements and measure outcomes through defined KPIs.
• Identify top risks and design mitigations around regulatory deadlines, data conversion and reconciliation, stakeholder alignment, and operational readiness.
• Maintain requirements traceability and clear documentation, and communicate status, risks, and trade-offs to senior business and technology leaders.

Skills

Product ownership

Agile/Scrum/SAFe

Stakeholder workshops

SQL

Defined contribution retirement

Backlog management

Tools

Jira

Confluence

Figma

Job description

Bridgenext is seeking a Product Owner / Senior Business Analyst with proven delivery experience on enterprise retirement recordkeeping platforms for a leading US financial services client within Global Wealth and Asset Management. The role focuses on defined contribution journeys, stakeholder alignment, and translating regulatory changes into platform requirements.

The position requires deep retirement domain knowledge, strong Agile capabilities, and a consultative, data-driven approach to drive