Senior Product Owner (Fintech)

TL;DR

Senior Product Owner (Fintech): Defining and delivering enhancements for Defined Contribution (DC) Compliance and DC Proposal software modules with an accent on regulatory alignment and product roadmap management. Focus on translating complex IRS/DOL regulations into actionable user stories and ensuring high-quality delivery of retirement plan compliance features.

Location: Hybrid (8 days/month) in Madison, WI, USA

Salary: $85,600 - $149,400 USD

Company

Global professional information services company providing software solutions for compliance and regulatory needs.

What you will do

• Own and maintain the DC Compliance product roadmap, aligning enhancements with business objectives and regulatory changes.
• Translate complex IRS and DOL regulatory guidance into clear, well-defined user stories with testable acceptance criteria.
• Prioritize the product backlog, managing enhancements, defects, and technical debt based on risk and value.
• Collaborate with development and QA teams to define milestones and coordinate cross-functional releases for complex initiatives.
• Synthesize feedback from customers, internal teams, and focus groups to inform product improvements.
• Participate in functional testing and release sign-off to ensure compliance logic is thoroughly vetted.

Requirements

• 3–7 years of experience in product management, product ownership, or business analysis.
• Professional credentials such as QPA, QKA, QKC, or CPC (retirement plan designations).
• Strong understanding of Defined Contribution retirement plans (e.g., 401(k), 403(b)).
• In-depth knowledge of compliance testing concepts such as ADP/ACP, coverage, and vesting calculations.
• Experience working in Agile or Scrum-based development environments.
• Ability to work in a hybrid capacity in Madison, WI.

Nice to have

• Experience with retirement plan compliance software or TPA workflows.
• Certified Scrum Product Owner (CSPO) or similar Agile certification.
• Experience supporting SECURE Act / SECURE 2.0 enhancements.
• Ability to manually calculate compliance tests.

Culture & Benefits

• Comprehensive Medical, Dental, and Vision plans.
• Financial security with 401(k), FSA, and HSA options.
• Work-life balance supported by vacation, sick time, and paid parental leave.
• Professional growth through a Tuition Assistance Plan.
• Commuter benefits provided.

Hiring process

• Interviews are conducted without the assistance of AI tools to assess individual skills and authenticity.
• The process includes in-person interviews and potential onsite visits to the company office.