Senior Product Owner – DC Compliance

Wolters Kluwer•Madison, WI

4d•Onsite

About The Position

The DC Compliance Product Owner is responsible for defining, prioritizing, and delivering enhancements to the Defined Contribution (DC) Compliance and DC Proposal software modules. This role serves as the primary liaison between business stakeholders, customers, and development teams to ensure the product meets regulatory requirements, customer needs, and strategic business goals. The Product Owner owns the product backlog, leads project planning activities, creates clear and actionable user stories, and ensures high-quality delivery of features related to retirement plan compliance.

Requirements

3–7 years of experience working in product management, product ownership, business analysis, or solution design
Professional credentials such as QPA, QKA, QKC, CPC, or similar retirement plan designations
Strong understanding of Defined Contribution retirement plans (e.g., 401(k), 403(b), governmental plans) required
In depth knowledge of compliance testing concepts and calculations such as ADP/ACP, coverage, top-heavy, limits, general test, imputed disparity, vesting calculations and eligibility
Understanding of aggregated testing for Defined Contribution/Defined Benefit plans
Experience working in Agile or Scrum-based development environments
Project planning and execution, including managing scope, priorities, and dependencies
User story creation, including writing clear acceptance criteria and business rules
Ability to translate complex regulatory or business requirements into technical-ready documentation
Strong analytical and problem-solving skills with attention to detail
Excellent written and verbal communication skills

Nice To Haves

Experience with retirement plan compliance software or TPA workflows
Certified Scrum Product Owner (CSPO) or similar Agile certification
Experience supporting SECURE Act / SECURE 2.0 enhancements
Able to manually calculate compliance tests

Responsibilities

Own and maintain the DC Compliance product roadmap, aligning enhancements with business objectives, regulatory changes, and customer feedback
Act as the subject-matter authority for DC Compliance functionality, workflows, and regulatory requirements
Prioritize enhancements, defects, and technical debt based on risk, value, and customer impact
Collaborate with development, QA, and product leadership to define milestones and releases
Coordinate cross-functional efforts for complex initiatives involving multiple modules (e.g., DB Compliance, Proposal, Portal, Documents, 5500)
Act as a buffer between the team and external disruptions to keep projects on track
Partner with customer focus groups to gather, analyze, and synthesize feedback to inform large initiatives and ongoing product improvements.
Translate business requirements, regulatory guidance, and customer needs into clear, well-defined user stories
Write user stories with acceptance criteria that are testable, unambiguous, and ensure usability and regulatory compliance
Maintain a ready and prioritized product backlog to support efficient development and testing
Review completed user stories to confirm acceptance criteria are met prior to release
Analyze IRS, DOL, and other regulatory guidance impacting DC plans (e.g., nondiscrimination testing, eligibility, contributions, SECURE 2.0)
Verify changes to the software meet regulations and are in line with document provisions
Ensure product enhancements/changes are compliant with current regulations and industry best practices
Provide demos to prospective clients
Work with Custom Development on DC Compliance and DC Proposal related projects
Work closely with the Defined Benefit Compliance Product Owner on projects that support combined efforts and parallel improvements.
Gather and synthesize feedback from clients, internal teams, support, and sales to inform prioritization
Communicate release details to stakeholders
Support customer-facing communications, training materials, videos and documentation as needed
Help the support team with questions that they are unable to answer
Participate in functional testing, testing review, and release sign-off activities
Ensure edge cases, calculations, and compliance logic are thoroughly vetted
Support post-release validation and issue triage as needed
Own customer communications by creating clear, timely email updates, demonstration videos, and supporting documentation that drive transparency and customer success