eTeam ยท 3 months ago
Senior Product Manager - Retirement Distributions
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years expeTeam is seeking an experienced Senior Product Manager to lead their retirement distributions product portfolio. This role focuses on transforming participant experiences and ensuring compliance while delivering modern solutions for retirement plan administration.
Information Technology
Responsibilities
Drive the strategic vision and roadmap for retirement distribution products as part of our comprehensive end-to-end experience transformation initiative
Lead the reimagining of participant journeys from initial distribution requests through final processing, ensuring cohesive experiences across all touchpoints
Conduct market research and competitive analysis to identify opportunities for product enhancement and innovation in the distributions space
Champion the transformation of legacy distribution processes into modern, integrated experiences that span digital and human-assisted channels
Collaborate with experience design teams to map current state journeys, identify pain points, and architect future state experiences that prioritize participant outcomes and operational efficiency
Ensure all distribution products comply with ERISA, IRS regulations, and DOL requirements while supporting our transformation objectives
Collaborate with compliance teams to navigate complex regulatory landscapes including required minimum distributions (RMDs), hardship provisions, and loan regulations under sections 401(k) and 403(b), building compliance seamlessly into modernized experiences
Lead initiatives to create unified experiences across our digital platforms, call centers, and service delivery channels
Partner with technology teams to ensure distribution processes integrate smoothly with our broader ecosystem transformation, including mobile applications, web portals, and assisted service channels
Partner with cross-functional teams including operations, technology, legal, compliance, and client services to deliver seamless distribution experiences as part of our broader transformation
Serve as the primary product expert for internal stakeholders and external plan sponsors, advocating for participant-centric design throughout the transformation process
Lead initiatives to streamline withdrawal processes, loan administration, and terminated employee distributions as part of our end-to-end experience transformation
Focus on reducing processing times, improving accuracy, and enhancing the digital experience while maintaining strict fiduciary standards and ensuring smooth transitions between legacy and transformed processes
Analyze product performance metrics, participant behavior patterns, and operational efficiency indicators across the transformed experience landscape
Use insights to drive continuous improvement of integrated experiences and inform strategic decisions about future transformation priorities
Champion participant-centric design principles to create intuitive, accessible distribution processes that work seamlessly across our transformed service delivery model
Work closely with UX teams to optimize digital interfaces, communication strategies, and omnichannel experiences that meet participants where they are in their journey
Qualification
Required
Bachelor's degree in Business, Finance, or related field; MBA preferred
Minimum 8 years of product management experience in financial services, with at least 5 years focused on retirement plan administration or employee benefits
Demonstrated experience leading product transformation initiatives or large-scale experience redesign projects
Deep understanding of retirement plan regulations, distribution rules, and tax implications
Proven experience with loan processing, hardship withdrawals, and in-service distributions
Knowledge of recordkeeping systems and data management practices
Experience with digital transformation and systems integration projects
Strong project management skills with experience leading cross-functional teams through transformational change
Excellent written and verbal communication abilities, with proven success presenting to senior leadership and external clients about transformation initiatives and their business impact
Proficiency in data analysis tools and methodologies
Ability to translate complex regulatory requirements into practical product solutions and communicate technical concepts to diverse audiences
Experience measuring and optimizing end-to-end experience metrics
Preferred
Professional certifications such as QKA (Qualified 401(k) Administrator), QPA (Qualified Pension Administrator), or similar credentials
Experience with digital transformation initiatives in the financial services industry
Background in agile product development methodologies and design thinking approaches
Experience with omnichannel experience design and customer journey mapping
Company
eTeam
eTeam is a staffing agency that also provides payrolling services.
501-1000 employees
H1B Sponsorship
eTeam has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (36)
2024 (205)
2023 (11)
2022 (7)
2021 (24)
2020 (25)
Funding
Current Stage
Late StageTotal Funding
unknown2023-12-04Acquired
Leadership Team
Swetta Bhatt
CEO APAC & India
Aanchal Thakur
Founder and Global Director-Strategic Accounts
Recent News
2025-11-19
2025-08-21
Company data provided by crunchbase