Program & Project Leadership:
- Lead end-to-end retirement partner integrations across a digital banking platform.
- Manage project planning, execution, dependencies, timelines, and phased releases.
- Develop and maintain project plans aligned with partnership and product roadmaps.
- Identify, track, and mitigate program risks and issues.
- Deliver executive-level status reporting and stakeholder communications.
- Coordinate delivery and integration of retirement products through third-party partnerships.
- Manage API integrations, onboarding workflows, data exchange processes, and partner handoffs.
- Support retirement-focused strategic partnerships and platform integrations.
- Ensure seamless collaboration between internal teams and external partners.
- Facilitate alignment across Product, Engineering, Design, Marketing, Tax, Legal, and Compliance teams.
- Consolidate customer journeys across banking and tax-related platforms.
- Coordinate operational readiness activities across all stakeholders.
- Support customer engagement, learning, and analytics initiatives related to product adoption and utilization.
- Drive retirement-related initiatives including:
- Tax-time retirement contributions
- Account linking and funding capabilities
- Saver's Match enablement
- Customer engagement and education programs
- Ensure readiness for seasonal and regulatory-driven retirement capabilities.
Required Qualifications:
- Bachelor's degree in Business, Project Management, Computer Science, or a related field (or equivalent professional experience).
- 5+ years of project or program management experience.
- Experience managing third-party partnerships and technical integrations, including APIs and platform integrations.
- Proven experience leading complex cross-functional programs involving both internal and external stakeholders.
- Strong program management, planning, and execution skills.
- Excellent communication, presentation, and stakeholder management abilities.
- Ability to translate technical and business requirements into actionable project plans.
- Familiarity with Agile, Scrum, or hybrid delivery methodologies.
- Experience using project management tools such as Jira, Asana, or Microsoft Project.
Preferred Qualifications:
- Experience supporting mobile application development initiatives.
- Background in financial services, banking, retirement services, fintech, or related industries.
- Experience working with regulated financial products or tax-related financial solutions.
- Knowledge of customer onboarding, digital banking experiences, and financial wellness programs.
What You'll Bring:
- Strong leadership and organizational skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Experience influencing stakeholders without direct authority.
- Strategic thinking combined with hands-on execution capabilities.
- Passion for delivering customer-centric financial products and experiences.
Additional Information:
Education: Bachelor's Degree or equivalent experience
Industry: Financial Services / FinTech / Digital Banking
Work Environment: Cross-functional, collaborative, and highly visible program environment
Career Impact: Opportunity to lead strategic initiatives that shape the future of digital banking, retirement solutions, and financial wellness offerings?????
Estimated Min Rate: $54.00
Estimated Max Rate: $64.29
What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
- Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
- Health Savings Account (HSA) (for employees working 20+ hours per week)
- Life & Disability Insurance (for employees working 20+ hours per week)
- MetLife Voluntary Benefits
- Employee Assistance Program (EAP)
- 401K Retirement Savings Plan
- Direct Deposit & weekly epayroll
- Referral Bonus Programs
- Certification and training opportunities
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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