Director, Platform Modernization Business Lead (PL)
About The Position
The Director, RPS Modernization Business Lead is the business leader for Retirement Plan Services’ recordkeeping platform modernization. The role represents RPS across Digital, Platform, Technology, Operations, Product, Service, and vendor partners, ensuring client and participant needs and business outcomes inform platform design, implementation, testing, and conversion. The position offers autonomy and influence in a multi-year transformation intended to shape the future of RPS. The role serves as RPS’s business voice in platform evaluation, sandbox testing, requirements definition, process mapping, and operating-model design, with an emphasis on simplifying and standardizing processes rather than preserving legacy inefficiencies. It leads client-focused migration strategy, business-case value realization, senior-leader engagement, strategic communications, and vendor partnerships. Following modernization, the role defines the business support model and assumes ongoing ownership of platform business capabilities, the enhancement roadmap, and value realization. It also provides structure and accountability as scope, priorities, and risks evolve across matrixed teams.
Requirements
- Bachelor’s degree and 7–10 years of experience, including significant experience in the retirement plan services industry.
- Strong understanding of retirement plan recordkeeping and the needs of plan sponsors, participants, consultants, relationship managers, service teams, and operational partners.
- Proven experience leading the business side of a complex platform implementation or transformation within retirement plan services, from requirements, process mapping, and operating-model design through testing, conversion, and post-implementation optimization.
- Ability to translate business strategy and client needs into capabilities, roadmaps, decision documents, and measurable business outcomes, and to distinguish essential requirements from legacy practices.
- Experience developing and managing business cases, including success measures, value-realization tracking, and accountability for financial, operational, and competitive results.
- Exceptional cross-functional leadership and ability to influence and align senior leaders across Business, Operations, Technology, Digital, Product, Service, Relationship Management, Legal, Compliance, Risk, Finance, and external vendors.
- Sound business judgment when weighing client experience, retention, operational feasibility, technology complexity, financial impact, regulatory considerations, risk, and cost to serve.
- Strong vendor partnership skills, including representing business priorities, evaluating proposed solutions, and holding partners accountable for outcomes.
- Exceptional written and verbal communication skills, including executive-ready recommendations and the ability to build trusted relationships, resolve competing priorities, and facilitate decisions in executive governance forums.
- Ability to operate with autonomy, ownership, and accountability in a complex, multi-year transformation with evolving priorities and dependencies.
Nice To Haves
- Experience conducting plan-level or client-level analysis to inform platform requirements, conversion strategies, and service models.
- Familiarity with Agile delivery, including backlog prioritization, user stories, acceptance criteria, testing governance, and release planning.
- Advanced degree or relevant certification in product management, project management, business transformation, or a retirement-industry designation.
Responsibilities
- Represent RPS in platform evaluation, sandbox testing, business requirements, process mapping, and operating-model design; simplify and standardize future-state processes.
- Analyze plan-level client needs to identify critical features and customizations, determine what can be retired, and lead migration strategy with Relationship Management, Service, and Operations.
- Sequence migrations, identify client impacts early, and protect client retention.
- Track, drive, and report on revenue, platform, operational, financial, and competitive outcomes in the modernization business case, and lead corrective action when value falls short.
- Represent RPS in governance, steering committee, and executive forums with recommendations, decision materials, and risk assessments.
- Partner with relevant teams to deliver consistent modernization communications to leaders, employees, field partners, and clients.
- Communicate RPS priorities to vendors, evaluate proposed solutions and trade-offs, and hold partners accountable for business requirements and agreed outcomes.
- Define post-modernization business support, roles, and processes; own platform business capabilities, the enhancement roadmap, and value realization over the long term.
- Lead through ambiguity by creating structure as scope, priorities, and risks evolve, and drive accountability across matrixed teams without direct reporting authority.
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What This Job Offers
Job Type
Full-time
Career Level
Director
