3 дня назад
Senior Implementation Consultant – Retirement Solutions
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Implementation Consultant – Retirement Solutions (AI/RPA): Delivering process improvement, automation, and implementation solutions for retirement services and recordkeeping operations with an accent on business analysis, requirements management, and stakeholder collaboration. Focus on designing AI-enabled and agentic workflows, supporting RPA solution delivery, and improving complex operational processes across enterprise platforms.
Location: Hybrid in Kansas City, Missouri; Braintree, Massachusetts; or Dublin, Ohio, United States
Company
Financial services and healthcare technology company providing proprietary technology and operational solutions to financial services and healthcare organizations.
What you will do
- Lead implementation and process improvement initiatives for retirement services operations.
- Act as a liaison between business stakeholders, operational teams, and technical resources.
- Identify and design AI-enabled, agentic workflow, and intelligent automation solutions.
- Perform business analysis, requirements gathering, process mapping, and solution documentation.
- Support RPA solution design, project delivery, and implementation activities.
- Collaborate cross-functionally using Agile methodologies to deliver operational transformation.
Requirements
- Master’s degree with at least 1 year of related experience, or bachelor’s degree with at least 3 years of related experience in retirement or financial services.
- Retirement systems, recordkeeping, and retirement services operations knowledge.
- Experience with SmartDesk TRAC and Chorus, or similar retirement servicing platforms.
- Experience supporting AI, intelligent automation, agentic workflow, or digital transformation initiatives.
- Strong business analysis, requirements management, implementation, and stakeholder management skills.
Nice to have
- Experience with SS&C, DST, BFDS, or related organizations.
- Familiarity with UiPath, Automation Anywhere, Microsoft Power Automate, or Blue Prism.
- CBAP, PMI-PBA, Agile, Scrum, or related certifications.
- Knowledge of participant servicing, call center workflows, and retirement recordkeeping processes.
Culture & Benefits
- Work with industry experts, modern platforms, and large-scale enterprise environments.
- Medical, dental, and vision coverage.
- 401(k) plan with company match.
- Paid time off, holidays, and parental leave.
- Professional development reimbursement opportunity.
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