Digital Project Manager

1 week ago


Charlotte, NC, United States Pyramid Consulting Full time

Immediate need for a talented Digital Project Manager - IRA Rollover Experience. This is a 12 months contract opportunity with long-term potential and is located in Charlotte, NC & New York, NY (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID: 25-88247

Pay Range: $68 - $69/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

  • Own the product roadmap for IRA rollover digital experiences, from initial customer inquiry through completion
  • Analyze customer journey data to identify pain points and optimization opportunities throughout the rollover process
  • Partner with UX/UI, engineering, and business stakeholders to design and implement experience improvements
  • Define and track key performance indicators including conversion rates, completion times, and customer satisfaction scores
  • Collaborate with compliance and operations teams to ensure regulatory requirements are seamlessly integrated into the digital experience
  • Conduct user research and testing to validate product hypotheses and inform feature prioritization
  • Work cross-functionally with marketing, sales, and customer service teams to ensure consistent messaging and support throughout the rollover journey
Key Requirements and Technology Experience:
  • Key skills; Project Management , Retirement, IRA Rollover
  • 3-5 years of digital product management experience, preferably in financial services
  • Strong analytical skills with experience using data to drive product decisions
  • Understanding of retirement planning products and regulatory considerations
  • Experience with agile development methodologies and product management tools
  • Excellent communication skills and ability to influence stakeholders at all levels
  • This role offers the opportunity to directly impact customer financial wellness while driving meaningful business growth through improved digital experiences.
  • Experience Product manager to represent the Customer / Participant and translate CX / Tech improvements to the Communications domain to ROI:
  • Prioritization of Comms platform enhancements to maximize ROI
  • Definition of detailed requirements on Service Communication Templates
  • Service Communications Roadmap definition
  • Story-telling and executive level presentation skills


Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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