Senior Product Manager

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Full Time Manager Charlotte, NC, US

8 days ago Requisition

Company: IRALOGIX, Inc.

Location:

Remote or Hybrid - Pittsburgh, PA;
Charlotte, NC metro preferred
Industry: Retirement Services/Fin Tech Software
Position:
Sr Product Manager – IRA Platform Scalability
Job Type: Full-Time/Exempt Travel: 15%-25%

IRALOGIX is a high-growth, institutional technology platform focused on providing uniquely capable solutions to IRA providers, 401(k) recordkeepers, retirement-focused Advisors, Mutual Fund investment providers, and banks interested in growing their IRA capabilities, revenue, and market share. Through proprietary, ground-up technology, we are changing the landscape and are empowering client companies to provide broader access to the best retirement services possible while significantly lowering administration costs and increasing efficiency, profitability, and competitiveness, far beyond industry expectations.

You will work closely with engineering, design, marketing, sales, and operations teams to ensure the platform meets user needs and delivers a seamless digital experience.

Role:

As a Senior Product Manager – IRA Platform Scalability, you will play a pivotal role in transforming our IRA recordkeeping platform into a fully AI-native solution. You will lead product strategy and execution, leveraging AI-driven capabilities and automation-first design principles to enhance operational efficiency, reduce manual interventions, and facilitate exponential growth for our partners. You will closely collaborate with engineering, data science, compliance, operations, and UX teams to deliver scalable and intelligent solutions while managing critical integrations with recordkeeping and plan administration platforms, payroll integration platforms, clearing and custody infrastructure providers, and digital investment and portfolio management platforms.

• Define and implement a comprehensive product roadmap emphasizing scalability, intelligent automation, real-time data integration, and AI-native design.
• Lead the strategic vision for platform evolution to support IRA recordkeeping and retirement plan administration, including participant recordkeeping, plan administration, compliance testing, and regulatory reporting requirements.
• Develop and manage agile product development processes, clearly communicating product priorities, backlog management, and strategic direction to cross-functional teams and stakeholders.

• Lead development and integration of AI and machine learning solutions that automate back-office processing, including trade settlement, corporate actions, exception handling, compliance management, and customer service workflows.
• Collaborate with engineering and data science teams to embed predictive analytics, adaptive interfaces, and autonomous decision-making capabilities into core platform functionalities.
• Ensure seamless integration and transition from legacy recordkeeping systems to modern cloud-native and AI-enhanced platforms.

• Design and oversee API integrations with payroll providers, third-party administrators (TPAs), recordkeeping platforms, and retirement plan service providers to enable seamless plan setup, enrollment, contribution processing, and participant account management.
• Partner with leading retirement plan service providers to integrate core capabilities including census data management, payroll deduction processing, loan administration, distribution processing, and automated compliance testing.
• Evaluate and integrate third-party solutions for plan administration, investment menu management, participant communications, and regulatory filing requirements, ensuring technical alignment and competitive differentiation while managing vendor relationships and SLA agreements.
• Coordinate with plan sponsors, TPAs, and recordkeeping operations teams to ensure end-to-end data integrity across payroll systems, participant accounts, investment platforms, and regulatory reporting workflows.

• Act as the primary expert and advocate for IRA recordkeeping scalability and retirement plan administration, staying abreast of competitive offerings, regulatory requirements, and emerging technology trends in the retirement services sector.
• Maintain deep knowledge of retirement plan regulations, including ERISA requirements, IRS compliance rules, DOL fiduciary standards, and annual testing requirements.
• Collaborate with compliance and legal teams to ensure all product features maintain adherence to evolving regulatory frameworks while enabling innovative participant experiences and efficient plan sponsor administration.

• Deep…