Digital Project Manager - IRA Rollover Experience

Immediate need for a talented Digital Project Manager - IRA Rollover Experience. This is a 12 months contract opportunity with long-term potential and is located in Charlotte, NC & New York, NY (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID: 25-88247

Pay Range: $68 - $69/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:

• Own the product roadmap for IRA rollover digital experiences, from initial customer inquiry through completion
• Analyze customer journey data to identify pain points and optimization opportunities throughout the rollover process
• Partner with UX/UI, engineering, and business stakeholders to design and implement experience improvements
• Define and track key performance indicators including conversion rates, completion times, and customer satisfaction scores
• Collaborate with compliance and operations teams to ensure regulatory requirements are seamlessly integrated into the digital experience
• Conduct user research and testing to validate product hypotheses and inform feature prioritization
• Work cross-functionally with marketing, sales, and customer service teams to ensure consistent messaging and support throughout the rollover journey

Key Requirements and Technology Experience: 

• Key skills; Project Management , Retirement, IRA Rollover
• 3-5 years of digital product management experience, preferably in financial services
• Strong analytical skills with experience using data to drive product decisions
• Understanding of retirement planning products and regulatory considerations
• Experience with agile development methodologies and product management tools
• Excellent communication skills and ability to influence stakeholders at all levels
• This role offers the opportunity to directly impact customer financial wellness while driving meaningful business growth through improved digital experiences.
• Experience Product manager to represent the Customer / Participant and translate CX / Tech improvements to the Communications domain to ROI:
• Prioritization of Comms platform enhancements to maximize ROI
• Definition of detailed requirements on Service Communication Templates
• Service Communications Roadmap definition
• Story-telling and executive level presentation skills

Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

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