Job Title: Project Manager / Business Analyst Retirement Operations
Requirements.
-Understanding of
-Retirement Account types (Traditional, ROTH IRA, Qualified Retirement Plans, Custodial Plans)
-IRS Rules and Tax Reporting obligations The Project Manager / Business Analyst plays a key role in collaborating with Program Managers, Project Managers, Analysts, Product Owners, Technical team members, and other stakeholders.
-Assists in the development and documentation of project plans and release planning.
-Assists in the identification and documentation of both technical and business risks, dependencies, and requirements.
-Schedules meetings with clear goals, agendas, and reference materials.
-Facilitates meetings and ad hoc communications; documents decisions resulting from such and socializes the decisions with relevant stakeholders.
-Proficient in tools such as Jira (or similar system), Microsoft Outlook, Microsoft Project, Microsoft Excel, PowerPoint, and Confluence.
-Understands software development life cycle activities.
-Prior experience in technically complex industries is preferable; financial services industry experience is desirable, but not required.
-Desire to solve problems and tenacity to get to details are key to success in this role.