Retirement & Asset Management & Conversational Flow Design jobs in United States
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Lorven Technologies Inc. ยท 6 hours ago

Retirement & Asset Management & Conversational Flow Design

positionMalvern, PA
timeContract
remoteHybrid
seniorityMid, Senior Level

Lorven Technologies Inc. is seeking a professional with deep domain expertise in Retirement and Asset Management and Conversational Flow Design. This role focuses on guiding automation and improving client experiences by identifying high-value service journeys and designing aligned conversational flows.

Information TechnologySoftware
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Gowri Sankar Selvam
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Responsibilities

Identify and prioritize high value Retirement and Asset Management service journeys
Map end to end servicing processes and client pain points
Advise where automation can deliver the greatest business and experience impact
Design conversational flows aligned to domain rules and client expectations
Partner with conversational AI and Agent Experience product owners to guide builds
Validate domain accuracy, compliance alignment, and clarity of responses
Support prioritization decisions with business and risk context Key deliverables
Priority journey inventory for Retirement and Asset Management
Domain aligned conversational flow designs
Automation opportunity assessments
Business value and risk inputs for roadmap decisions

Qualification

Retirement servicingAsset management operationsConversational flow designContact center modelsDigital servicing modelsSimplifying financial processesCollaboration skills

Required

Deep experience in retirement servicing and asset management operations
Familiarity with contact center and digital servicing models
Ability to simplify complex financial processes into clear conversational flows
Strong collaboration skills across product, design, and technology teams

Company

Lorven Technologies Inc.

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Lorven Technologies, Inc. is a highly recognized provider of professional technology consultancy in the US.
dateFounded in 2001
location
Plainsboro, New Jersey, USA
people-size1001-5000 employees
web-link
http://lorventech.com

H1B Sponsorship

Lorven Technologies Inc. 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 (11)
2024 (11)
2023 (13)
2022 (14)
2021 (12)
2020 (17)

Funding

Current Stage
Late Stage

Leadership Team

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Bala Shan
Chief Executive Officer
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Company data provided by crunchbase