About The Position

This role provides deep domain and process expertise to guide automation and experience improvements. The position ensures focus on the highest value retirement and asset management journeys while maintaining clarity, accuracy, and client trust.

Requirements

  • 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

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

Benefits

  • Paid time off based on employee grade (A-F), defined by policy: Vacation: 12-25 days, depending on grade, Company paid holidays, Personal Days, Sick Leave
  • Medical, dental, and vision coverage (or provincial healthcare coordination in Canada)
  • Retirement savings plans (e.g., 401(k) in the U.S., RRSP in Canada)
  • Life and disability insurance
  • Employee assistance programs
  • Other benefits as provided by local policy and eligibility

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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