Program Manager Retirement Products
Posted 7 days ago by UNICOM TECHNOLOGIES INC
Negotiable
Undetermined
Remote
Remote
Summary: The Program Manager - Retirement Products will oversee the integration of retirement capabilities into a mobile banking platform, focusing on IRA onboarding, tax integration, and collaboration with third-party partners. This role requires extensive experience in program management and a strong understanding of retirement products. The position is contract-based and remote, lasting for 18 months. The successful candidate will lead cross-functional teams to ensure effective delivery and compliance.
Key Responsibilities:
- Lead end-to-end integration of retirement products (IRA, 401k, brokerage accounts) into the Spruce platform
- Coordinate cross-functional teams across Product, Engineering, Tax, Compliance, Legal, and Marketing
- Manage third-party vendor integrations including APIs, onboarding flows, and data exchange
- Drive program planning, execution, and tax-season readiness initiatives
- Oversee customer journey alignment across onboarding, contributions, and engagement features
- Identify and manage risks related to compliance, regulatory requirements, and technical integration
- Provide executive-level status updates and stakeholder communications
- Support delivery of tax-integrated retirement experiences (e.g., Saver's Match, tax-time contributions)
Key Skills:
- 5+ years of Program/Project Management experience
- Strong experience coordinating cross-functional and cross-squad programs (not squad-level management)
- Proven experience in retirement or financial products (IRA, 401k, investment platforms)
- Strong third-party/vendor integration experience (APIs, platform integrations)
- Excellent communication and stakeholder management skills
- Experience with Agile or hybrid delivery environments (Jira, Asana, MS Project)
- Ability to manage multiple workstreams and deliver complex programs
Salary (Rate): £55 hourly
City: undetermined
Country: undetermined
Working Arrangements: remote
IR35 Status: undetermined
Seniority Level: undetermined
Industry: IT
Program Manager - Retirement Products (Contract)
Location: Remote (US-MO)
Duration: 18 Months
Rate: $55/hr
We are seeking a highly experienced Program Manager - Retirement Products to lead cross-functional delivery and integration of retirement capabilities into a mobile banking platform, with a strong focus on IRA onboarding, tax integration, and third-party partner execution.
Key Responsibilities
- Lead end-to-end integration of retirement products (IRA, 401k, brokerage accounts) into the Spruce platform
- Coordinate cross-functional teams across Product, Engineering, Tax, Compliance, Legal, and Marketing
- Manage third-party vendor integrations including APIs, onboarding flows, and data exchange
- Drive program planning, execution, and tax-season readiness initiatives
- Oversee customer journey alignment across onboarding, contributions, and engagement features
- Identify and manage risks related to compliance, regulatory requirements, and technical integration
- Provide executive-level status updates and stakeholder communications
- Support delivery of tax-integrated retirement experiences (e.g., Saver s Match, tax-time contributions)
Must-Have Skills
- 5+ years of Program/Project Management experience
- Strong experience coordinating cross-functional and cross-squad programs (not squad-level management)
- Proven experience in retirement or financial products (IRA, 401k, investment platforms)
- Strong third-party/vendor integration experience (APIs, platform integrations)
- Excellent communication and stakeholder management skills
- Experience with Agile or hybrid delivery environments (Jira, Asana, MS Project)
- Ability to manage multiple workstreams and deliver complex programs
Good to Have
- Experience in mobile banking or financial app development
- Knowledge of retirement ecosystems (contributions, onboarding, long-term engagement)
- Familiarity with regulatory frameworks (KYC, AML, compliance)
- Exposure to tax-integrated financial products
- Experience working with external financial partners or fintech ecosystems