Strong experience with at least one recordkeeping platform (e.g., FIS Omni, SSC TRAC, Relius or similar)
Deep knowledge of DC plans (401k, 403b, 457) and ERISA/SECURE 2.0 regulations
Expertise in cloud, APIs, microservices, and enterprise architecture
Requirements:
Provide domain expertise across retirement products and plans
Lead modernization of recordkeeping platforms
Enable hollow-the-core strategies and cloud migration
Design and improve participant, sponsor, and advisor digital experiences
Job description
This is a remote position.
Overview :
Senior consultant driving technology transformation for US retirement platforms, combining domain expertise with modern architecture to improve efficiency, reduce cost per participant, enable cloud adoption and digital transformations.
Key Responsibilities
• Provide domain expertise across retirement products and plans.
• Lead modernization of recordkeeping platforms.
• Enable hollow-the-core strategies and cloud migration.
• Design and improve participant, sponsor, and advisor digital experiences.
• Optimize payroll integration, contributions, distributions and other processes in the Retirement value chain.
• Architect integrations with TPAs, trustees, payroll providers, and advisors.
• Define data, reporting, and analytics architecture (ODS, data platforms).
• Drive cost reduction, automation, and operational efficiency initiatives.
Requirements
Required Qualifications
• 10+ years in US retirement / recordkeeping domain.
• Strong experience with at least one recordkeeping platform like FIS Omni, SS&C TRAC, Relius or other custom-built platforms.
• Deep knowledge of DC plans (401k, 403b, 457) and ERISA/SECURE 2.0 regulations.
• Familiarity with Retirement contracts – Adoption Agreements, Service Agreements, Loan Policy documents, Fees Schedules, Trustee Agreements, etc.
• Expertise in cloud, APIs, microservices, and enterprise architecture.
• Strong stakeholder management and consulting skills.
Benefits
Diversity Inclusion: 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
