Retirement Project Associate

Job Summary

The Retirement Project Associate is responsible for supporting the successful intake, prioritization, planning, and execution of retirement projects and initiatives. This position will act as a partner to the retirement management committee in road mapping and aligning priorities with organizational goals, while also being hands-on in developing tools, templates, and frameworks to ensure seamless project execution.

Duties and Responsibilities

• Collaborate with Retirement MC to develop and maintain a project portfolio in alignment with the organization’s strategic priorities.
• Facilitate the intake, categorization, and prioritization of retirement projects and initiatives.

• Ensure data is updated and available for portfolio leader’s assessments.

• Assist in documenting project scope and objectives and documenting project plans to monitor and track progress.
• Maintain retail project reporting in retail tool of choice.
• Provide project support as needed – note taking, meeting scheduling or follow up on action items.
• Partner with Retirement Chief of Staff to ensure projects are on track and are aligned to organizational priorities.
• Establish and maintain regular reporting and dashboards on project progress, outcomes, and performance.
• Provide process improvement recommendations to streamline Retirement project execution and operations.
• Build and develop relationships at various levels for increased efficiency and effective responsiveness across functions.
• Assist in preparing communication materials to enhance management and the execution of retirement business strategies.

Experience and Education Requirements

• Associate or bachelor’s degree; in lieu of degree 3+ years of relevant experience
• 2+ years of professional work experience

Knowledge, Skills and Abilities

• Strong project reporting skills, with a focus on cross-functional communication.
• Willingness to pivot when enterprise priorities shift
• Strong communication, organization and interpersonal skills necessary to establish and maintain effective working relationships with others
• Strong attention to detail
• Ability to prioritize tasks without supervision
• Active listener, diplomatic and able to challenge the status quo, respectfully
• Appropriate sense of urgency with high level of personal accountability
• Microsoft: Excel, PPT, WORD, Teams

Other Requirements

• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Minimal travel required (less than 10%)