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The AVP Strategic Partnerships role focuses on developing and executing partnership strategies for the Vitera platform, enhancing engagement within the retirement sector. Responsibilities include evaluating potential partners, structuring partnership agreements, overseeing relationships, and leveraging Gen AI tools for operational efficiency.

Translate complex financial and operational requirements into scalable product features and workflows. Lead cross-functional discovery, document process flows and integrations, define user stories and acceptance criteria, and collaborate with product and engineering teams to deliver compliant, usable solutions in a SaaS fintech environment.

The Senior Process Analyst drives AI and process optimization across Operations, leads initiatives, influences outcomes, and develops business continuity frameworks.

Manage marketing data, audiences, and campaign lists; perform SQL-led data mining and analysis; build and audit segments for multi-channel campaigns; ensure compliance with partner preferences; maintain documentation and data dictionary; support digital marketing reporting and recommend targeting and process improvements.

Lead enterprise strategy and growth agenda, partnering with C-suite to develop growth platforms, incubate capabilities, drive AI-enabled transformation, structure strategic partnerships, and build talent and culture to scale new business initiatives.

Lead development and maintenance of FP&A and investment models, perform asset/liability and interest rate scenario analysis, forecast investment income, analyze actuals vs. forecasts, support monthly/quarterly/annual planning, strengthen model controls and documentation, partner with Investments, Actuarial, Treasury, Accounting, Tax, Risk, and IT, and drive automation and process improvements.

Lead statutory income statement and legal-entity forecasting, coordinate capital and tax forecast inputs, reconcile actuals to forecasts, manage a Senior Financial Analyst, and present insights to FP&A and cross-functional stakeholders to support capital planning and tax forecasting.

Lead the design and delivery of an AI-native, event-driven platform. Responsibilities include ensuring system reliability, mentoring engineers, and adopting AI-driven development practices.

The Senior Associate will support the PGA platform by originating pension solutions, collaborating on strategic opportunities, and developing creative de-risking strategies.

Lead the strategy, delivery, and operations of the Appian platform, ensuring secure, scalable solutions while managing teams and collaborating across departments.