Key Facts

Remote From:

Freelance

Senior (5-10 years)

English

Hard Skills

Data Warehouse Architectures Cloud Computing Enterprise Architecture Regulatory Compliance Cloud Computing Payroll Processing Cost Reduction Digital Transformation Agile Software Development Software Deployment DevOps Advanced Analytics Business Process Automation Stakeholder Communications

Other Skills

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Educational Leadership
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Consulting
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Problem Solving

Job description

This is a remote position.

Job Title: Senior Consultant – Retirement Technology Transformation

Role Summary

We are seeking a Senior Consultant to drive technology transformation initiatives for U.S. retirement platforms. This role blends deep domain expertise with modern architectural practices to enhance operational efficiency, reduce cost per participant, and enable large-scale cloud and digital transformation.

Key Responsibilities

Provide deep domain expertise across U.S. retirement products and plan structures.
Lead modernization initiatives for recordkeeping platforms.
Drive “hollow-the-core” strategies and support cloud migration efforts.
Design and enhance digital experiences for participants, sponsors, and advisors.
Optimize end-to-end retirement value chain processes including payroll integration, contributions, and distributions.
Architect and manage integrations with TPAs, trustees, payroll providers, and advisory platforms.
Define and implement data, reporting, and analytics architectures (ODS, enterprise data platforms).
Lead initiatives focused on cost reduction, automation, and operational efficiency.

Requirements

Required Skills & Qualifications

10+ years of experience in the U.S. retirement/recordkeeping domain.
Strong hands-on experience with at least one recordkeeping platform (e.g., FIS Omni, SS&C TRAC, Relius, or custom-built systems).
Deep understanding of defined contribution (DC) plans such as 401(k), 403(b), and 457 plans.
Strong knowledge of regulatory frameworks including ERISA and SECURE 2.0.
Familiarity with key retirement-related contracts and documents, including Adoption Agreements, Service Agreements, Loan Policies, Fee Schedules, and Trustee Agreements.
Expertise in modern technology architectures including cloud, APIs, microservices, and enterprise architecture frameworks.
Proven stakeholder management and consulting skills with the ability to engage business and technology leaders.

Preferred Skills

Experience leading large-scale digital transformation programs in retirement or financial services.
Exposure to multi-vendor ecosystem integrations (TPAs, payroll providers, custodians).
Knowledge of data architecture patterns such as data lakes, real-time streaming, and advanced analytics platforms.
Experience with automation technologies (RPA, workflow orchestration).
Familiarity with Agile, DevOps, and modern software delivery practices.
Strong problem-solving mindset with the ability to translate business needs into scalable technology solutions.

Benefits

Exavalu also promotes flexibility, adapting to the needs of employees, customers, and the business. It might be part-time work, working outside normal 9-5 business hours or working remotely. We also offer a welcome back program to help individuals return to the mainstream after a prolonged absence due to health or family reasons.

At Exavalu, we are committed to building a diverse and inclusive workforce. We welcome applications for employment from all qualified candidates, regardless of race, colour, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We nurture a culture that embraces all individuals and promotes diverse perspectives, where you can make an impact and grow your career.