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Delivery Manager Retirement Services

Long Finch Technologies LLC
Dresher, PA Full Time
POSTED ON 1/12/2025
AVAILABLE BEFORE 3/6/2025

Role: Delivery Manager Retirement Services

Location: Dresher, PA / Newton, MA

Duration: Full Time


Skills & Experience:

•          Expertise in US Retirement Services, Recordkeeping Processes, Compliance, Regulations, Trust Services, TPAs

•          10 years of experience working in transformation projects preferably in the Retirements Services area

•          Basic understanding of Investment Management, Fund Accounting, Investment Performance, Asset class exposure – equities, bonds, mutual funds, stable value funds, target date funds

•          Solid understanding of the following requirements models: Stakeholder Categories, Non-functional requirements, Gap Analysis, Glossary, Context Diagram, Data Model, Data Dictionary, Business Rules, Decision Tables, Mind Maps, Process Maps, requirements traceability and Use Cases

•          Relevant technical abilities including JIRA, Kanban, Confluence, and SQL

•          Develop and maintain an appropriately prioritized backlog of user stories for implementation

•          Work with project managers and technical leads to determine scope and priorities for product development cycles

•          Possess a fundamental understanding of end-to-end customer experience integration and dependencies.

•          Accountable for a created product(s), delivering in the product model and communicating the product needs with business partners.

•          Collaborate with stakeholders during the visioning and concept development of a product.

•          Lead, manage and collaborate with cross-functional teams, business partners and stakeholder management for a product(s).

•          Assess value, develop cases, and prioritize stories, epics and themes to ensure work focuses on those with maximum value that are aligned with product strategy.

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