Senior Product Owner - Retirement Platform

UNAVAILABLE

Boston (MA)

Híbrido

USD 120 000 - 165 000

Tempo integral

Há 7 dias

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Vantagens oferecidas por esta oferta de emprego

Hybrid in-office 3 days/week

Open to Boston-area applicants

Resumo da oferta

Bridgenext is seeking a Product Owner / Senior Business Analyst to own the backlog for an enterprise retirement platform, translating strategy and regulatory changes into epics and user stories. You will guide delivery teams through build, testing, and release, aligning stakeholders across business, operations, compliance, and technology to drive adoption and outcomes.

The role focuses on defined contribution retirement processes, MVP scoping, and roadmaps, with hybrid work in the Boston area.

Qualificações

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 (such as Fidelity, Empower, Voya, Principal, Vanguard, Alight, Transamerica, Relius, or equivalent).
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 (such as 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.

Responsabilidades

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.