Pyramid Consulting, Inc
Senior Product Manager - Retirement Distributions
Pyramid Consulting, Inc, Charlotte, North Carolina, United States, 28245
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.
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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.
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