Product Specialist Pension
- Gathering and documenting pension plan requirements, including plan provisions, eligibility and vesting rules, and service crediting definitions
- Defining and maintaining benefit calculation requirements, service purchase and buyback rules, and annuity options, including survivor benefit elections
- Developing end-to-end pension process flows and translating pension policies into configuration logic and executable business rules for the pension calculation engine
- Analyzing and validating source data and collaborating with Product, Technology, and UI/UX teams to align rules-engine behavior, calculation requirements, and retirement workflow design
- Planning and executing scenario-based testing and complex calculation validation to confirm expected outcomes across edge cases
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to provide clear guidance to others
- Bachelor's degree
- 3+ years of experience delivering benefits plan solutions in product management, benefits operations, benefits analysis, benefits administration, or business analysis roles
- 2+ years of experience with pension plan structures, service history, eligibility rules, and benefit calculations
- Ability to travel 0-50%, on average, based on the work you do and the clients and industries/sectors you serve.
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
- Experience supporting federal, state, or local benefits products
- Experience supporting large employer benefits environments
- Experience with state or municipal pension systems, the Federal Employees Retirement System (FERS), or the Civil Service Retirement System (CSRS)
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