CareerPlan

Business Consultant I

Kansas City, Missouri, USFull-time2026-11-02 → 2026-11-11
HybridNo visa sponsorship

Core

Manage vendor relationships, lead operational issue resolution, and support the development of Transfer Agency/Retirement systems and services for the Business Retirement Solutions division.

Role type

Business Consultant (Operational Compliance)

Builds

Transfer Agency (TA)/Retirement system(s), products, and services

Domain

Financial Services / Asset Management / Retirement Plans

Deliverable

product features

Required skills

Vendor relationship management, Operational compliance, Transfer Agency systems knowledge, Retirement plan regulations, Business data analysis, Workflow design, Regulatory knowledge

Preferred skills

Transfer Agency experience, Retirement Plan experience, Mutual fund/Financial Services industry knowledge, Retirement plan regulatory knowledge

Responsibilities

Develop and maintain relationships with assigned Business Areas, Solve production issues and enhance products/services, Facilitate communication between business partners, Operational Compliance, IT, and vendors, Gather requirements and create current/future state workflows, Define and measure business value

Seniority

Individual Contributor