About this role
<div style="font-family:Arial;font-size:1.0em"> <p>At EY, we’re all in to shape your future with confidence. </p> <p>We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. </p> <p>Join EY and help to build a better working world. </p> </div> <div style="font-family:Arial;font-size:1.0em"> </div><p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><strong>Service line - Position Title: Retirement Senior Position</strong></span></p> <p> </p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><strong>About Global Delivery Services</strong></span></p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Global Delivery Services refers to EY's worldwide network of service delivery centers. The GDS team plays an important role in EY’s strategy by ensuring effective support to EY’s growth agenda.</span></p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Our journey started in 2002 with approximately 200 people. Today we stand at 80,000+ professionals in ten locations around the world. We operate in Argentina, China, Hungary, India, Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom.</span></p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Client service is focused on providing Consulting, Assurance, Tax, Strategy & Transactions, and Knowledge support to our clients around the world. The teams enable account teams worldwide to provide seamless, high-quality, value-added support, helping deliver exceptional client service.</span></p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Enablement Services provides cost-effective, high-skilled, and innovative services to support EY’s global and local enablement teams. Markets, BMC, AWS, Finance and Accounting, Risk Management, Procurement, People Shared Services, IT Service Delivery and IT Global Infrastructure services, are among the services offered by Enablement Services.</span></p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Our innovation specialists serve the GDS Client Service and Enablement Services teams, along with Service Lines, Core Business Services and Sectors. The team brings the desired environment, technologies and skilled teams together for facilitation, rapid prototyping and innovative thinking. The competencies offered include analytics, digital, user experience, mobile technology, infrastructure, Microsoft technologies and open innovation.</span></p> <p> </p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><strong>The Opportunity</strong></span></p> <p> </p> <ul> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Defined Benefits Operations (E.g. - Benefits calculations, Benefits Review), Benefits Calculation for Retirement, Termination, Disability, Death, Divorce.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">ERISA Compliance - US Retirement Plan Testing (ADP & ACP Testing, Corrective Distribution) & Reporting experience.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Money in and Loans -Must have experience in handling money in & Loan related activities, i.e. Check processing, contribution, loan initiation, Loan repayments, re-amortization etc.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Deep understanding of in-plan guaranteed income products such as annuities embedded within defined contribution plans (e.g., target date funds with income guarantees).</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Experience in designing or evaluating protected retirement solutions through insurance-wrapped investment vehicles.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Exposure to recordkeeping platform enhancements to support in-plan income features, including income projection tools, guarantee tracking, and participant-level income illustrations.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Disbursements: Distributions/Disbursements such as Hardship withdrawals, QDRO, RMD, In-service distributions, loans or experience in processing 401K contribution, loan repayments etc.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Understanding of business rules of Payout, Qualified/Non-Qualified Plans, Roth Conversion, Roth IRA, Fiduciaries, Defined contribution, Defined Benefits/Pension</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Exposure to Pension Benefit Guaranty Corporation (PBGC) study and Public Pensions</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Understanding of plan administration, group and account setup, eligibility</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Understanding of Vesting rules and Investment management</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Experience supporting or leading PMO functions for large-scale retirement transformation programs, including project planning, milestone tracking, risk management, and stakeholder reporting.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Proven ability to coordinate across business, technology, and vendor teams, ensuring alignment with project timelines, scope, and quality standards in retirement platform implementations or upgrades.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Responsible for decision-making, optimizing processes, resource management, and overseeing team management as needed for task execution.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Accountable for allocating personnel, supervising team members, assigning tasks, ensuring that the team has the necessary tools and support to succeed in their roles and optimizing and evaluating their performance to meet organizational goals.</span></li> </ul> <p> </p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><strong>Skills and attributes for success</strong></span></p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><strong>Consulting Skills –</strong></span></p> <p> </p> <ul> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Experience in creating business process map for future state architecture, creating WBS for overall conversion strategy, requirement refinement process in multi-vendor engagement.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Requirements Gathering, Elicitation –writing BRDs, FSDs. Conducting JAD sessions and Workshops to capture requirements and working close with Product Owner.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Work with the client to define the most optimal future state operational process and related product configuration.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Define scope by providing innovative solutions and challenging all new client requirements and change requests but simultaneously ensuring that client gets the required business value.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Elaborate and deliver clearly defined requirement documents with relevant dataflow and process flow diagrams.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Work closely with product design development team to analyse and extract functional enhancements.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Provide product consultancy and assist the client with acceptance criteria gathering and support throughout the project life cycle.</span></li> </ul> <p> </p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><strong>Technology Skills -</strong></span></p> <p> </p> <ul> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Experienced in data migration projects, ensuring seamless transfer of data between systems while maintaining data integrity and security.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Skilled in data analytics, utilizing various tools and techniques to extract insights and drive informed decision-making.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Strong understanding of data governance principles and best practices, ensuring data quality and compliance.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Collaborative team player, able to work closely with stakeholders and technical teams to define requirements and implement effective solutions.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Industry certifications (ASPPA/LOMA/ RPF) will be added advantage.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Experience on these solutions is preferrable.</span> <ul> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">ALIS</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">OMNI</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Relius</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">NeoSpin</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Vitech</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">TRAC</span></li> </ul> </li> </ul> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">We expect you to work effectively as a team member and build good relationships with the client. You will have the opportunity to expand your domain knowledge and skills and will be able to collaborate frequently with other EY professionals with a wide variety of expertise.</span></p> <p> </p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><strong>What we offer you</strong></span></p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.</span></p> <p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Are you ready to shape your future with confidence? Apply today.</span></p> <p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">To help create an equitable and inclusive experience during the recruitment process, please inform us as soon as possible about any disability-related adjustments or accommodations you may need.</span></p> <p> </p> <p> </p> <ul> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><strong>Our Commitment: </strong>As a commitment, we persistently endeavour to embody our values, fulfil our purpose, and champion inclusiveness. Our dedication is to cultivate EY into an environment where diverse perspectives are celebrated, creating a supportive atmosphere for individuals to authentically be themselves and contribute their utmost.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><strong>Professional Development:</strong> From entry-level employees to senior leaders, we believe in continuous learning. We offer opportunities to build new skills, take on leadership roles, and connect and grow through mentorship.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><strong>People and Culture: </strong>In our dynamic workplace, diversity, equity, and inclusiveness are ingrained in our culture. We're united by a commitment to create an environment where every individual's differences are valued, practices are equitable, fostering a sense of belonging. Our shared values include integrity, respect, teaming, inclusiveness, energy, enthusiasm, courage to lead, and building relationships based on doing the right thing.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><strong>Benefits: </strong>Embark on a transformative career journey with us and indulge in a suite of premium benefits, encompassing exclusive health and wellness packages, enticing rewards, and cutting-edge learning opportunities that empower you to continually grow and excel in your professional and personal development.</span></li> <li style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><strong>How to Apply:</strong> If you are passionate to join us and are aligned with our commitment to building a better working world, we invite you to apply by completing our user-friendly form with personal and professional information and by providing your consent to data privacy.</span></li> </ul> <p> </p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Successful candidates advance to a competency-based interview. If mutual interest persists, a job offer awaits.</span></p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">“We are an equal opportunity employer and are committed to Diversity, Equity & Inclusion”.</span></p><div style="font-family:Arial;font-size:1.0em"> <p><b>EY | Building a better working world </b></p> <p>EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.</p> <p>Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.</p> <p>EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.</p> </div>