Senior Implementation Consultant (PA-Auto-Q2-R-001)
About The Position
The Senior Implementation Consultant serves as a key liaison between business stakeholders, operational teams, and technical resources to deliver process improvement, automation, and implementation solutions that drive business value. This role combines strong business analysis expertise with implementation leadership, helping identify opportunities for AI-enabled solutions, agentic process transformation, robotic process automation (RPA), and operational efficiencies. The ideal candidate will possess a strong understanding of retirement services operations, implementation methodologies, requirements gathering, process analysis, and solution delivery. Experience with Chorus, SmartDesk TRAC, and retirement recordkeeping platforms is highly desirable. Career level professional leading small, moderately complex projects or working on complex tasks that require a high degree of judgement, resourcefulness, and self-initiative. Demonstrates specialized expertise to evaluate wide-ranging and complex issues and develop creative solutions. Recommends new procedures.
Requirements
- Minimally requires a Master's degree and 1 years of related experience, Bachelor's degree and 3 years of related experience, (Retirement or Financial Services)
- Retirement Systems Domain Knowledge
- SmartDesk TRAC experience
- Chorus platform experience
- Recordkeeping and Retirement Services operations knowledge
- Retirement Systems Domain Knowledge
- Experience within retirement services, recordkeeping, financial services, or benefits administration organizations.
- Working knowledge of SmartDesk TRAC, Chorus, or similar retirement servicing platforms.
- Experience supporting AI, intelligent automation, agentic workflow, or digital transformation initiatives.
Nice To Haves
- Prior experience with SS&C, DST, BFDS, or related organizations.
- Familiarity with leading RPA platforms such as UiPath, Automation Anywhere, Microsoft Power Automate, or Blue Prism.
- Certified Business Analysis Professional (CBAP), PMI-PBA, Agile, Scrum, or related certifications.
- Understanding of retirement operations, participant servicing, call center workflows, and recordkeeping processes.
Responsibilities
- AI and Agentic Process Solutioning (Business-Focused)
- Robotic Process Automation (RPA)
- Business Analysis and Solution Design
- Business Analysis and Requirements Management
- Agile Methodologies and Delivery Experience
- Process Improvement and Operational Transformation
- Stakeholder Management and Cross-Functional Collaboration
- Documentation and Process Mapping
- Project and Implementation Support
Benefits
- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off, holidays, and parental leave
- professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Senior
