Senior Product Owner – DC Compliance

Role Summary

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.

Key Responsibilities

Product Ownership & Strategy

• 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

Project Planning

• 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.

User Story Creation & Backlog Management

• 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

Regulatory & Compliance Expertise

• 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

Stakeholder & Customer Collaboration

• 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

Quality & Release Support

• 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

Qualifications

Required Experience & Knowledge

• 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

Core Skills

• 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

Preferred Qualifications

• 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

Key Success Indicators

• Well-groomed backlog with clearly defined and prioritized user stories
• On-time delivery of high-quality, compliant product enhancements
• Positive feedback from customers, stakeholders, and development teams
• Reduced rework due to clear requirements and acceptance criteria

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:

Compensation range listed is based on primary location of the position.  Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process. 

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.