Sr Product Manager- Platform Scalability

Senior Product Manager – Platform Scalability

Role Overview

As a Senior Product Manager – Platform Scalability, you will play a pivotal role in transforming an IRA recordkeeping platform into a fully AI-native, automation-driven solution. You will lead product strategy and execution to enhance operational efficiency, reduce manual interventions, and enable scalable growth across partners and clients. This role requires close collaboration with engineering, data science, compliance, operations, and UX teams to deliver intelligent, resilient, and highly scalable capabilities. You will oversee integrations with recordkeeping and plan administration platforms, payroll connectivity providers, clearing and custody services, and digital investment and portfolio management tools.

Responsibilities

Strategic Product Leadership

Define and implement a comprehensive product roadmap focused on scalability, intelligent automation, real-time data integration, and AI-native design principles.

Lead the vision for platform evolution across IRA recordkeeping and retirement plan administration, including participant recordkeeping, plan administration, compliance testing, and regulatory reporting.

Develop and manage agile product development processes, aligning priorities, backlogs, and strategy with cross-functional stakeholders.

AI & Automation Integration

Drive development and integration of AI and machine learning solutions that automate back-office processing, including trade settlement, corporate actions, exception handling, compliance workflows, and customer service automation.

Partner with engineering and data science teams to embed predictive analytics, adaptive UI / UX, and autonomous decision-making into core platform capabilities.

Guide transition efforts from legacy systems to modern cloud-native, AI-enhanced platforms.

Retirement Plan Ecosystem Integrations & Partnership Management

Design and oversee API integrations with payroll providers, third-party administrators (TPAs), recordkeeping platforms, and retirement plan service providers for enrollment, contributions, plan setup, and participant account management.

Partner with retirement plan service providers to integrate core functions such as census data management, payroll deduction processing, loan administration, distribution processing, and automated compliance testing.

Assess and integrate third-party solutions for plan administration, investment menu management, participant communications, and regulatory filing requirements while managing vendor relationships and SLAs.

Coordinate with plan sponsors, TPAs, and operations teams to ensure end-to-end data integrity across payroll systems, participant accounts, investment platforms, and regulatory reporting processes.

Industry Expertise & Thought Leadership

Serve as a domain expert for IRA recordkeeping scalability and retirement plan administration, staying current with regulatory updates, competitive offerings, and emerging technologies.

Maintain deep knowledge of retirement plan regulations including ERISA, IRS rules, DOL fiduciary standards, annual compliance testing, RMD requirements, and reporting obligations such as Form 5500.

Collaborate with compliance and legal teams to ensure all product features align with regulatory frameworks while supporting innovative participant and plan sponsor experiences.

Required Skills & Abilities

Industry Experience & Domain Expertise

Strong understanding of IRA recordkeeping and custodial systems, including account structures, contribution limits, distribution rules, RMDs, and tax reporting.

Extensive experience with participant recordkeeping, plan administration, payroll integration, loan and distribution processing, and compliance testing (ADP / ACP, coverage).

Knowledge of employer-sponsored retirement plan operations including enrollment, participant education, investment menu management, and fiduciary oversight.

Familiarity with retirement plan systems architecture including payroll integrations, census data workflows, contribution allocation engines, and automated compliance testing systems.

Hands-on experience with plan administration processes such as enrollment, beneficiary management, RMDs, hardship withdrawals, plan terminations, and regulatory reporting (Form 5500, 1099-R).

Strong understanding of IRS regulations, DOL requirements, ERISA, SECURE Act provisions, and annual testing obligations.

Technical Skills & Platform Experience

Proven experience scaling cloud-based financial or retirement services platforms.

Demonstrated ability to integrate AI-driven capabilities and real-time analytics into financial technology products.

Deep familiarity with API integrations, RESTful services, webhook frameworks, and data exchange standards within the retirement plan ecosystem.

Experience collaborating with major retirement service providers and understanding their API models, data structures, and integration patterns.

Knowledge of legacy system modernization, data migration strategies for plan conversions, and phased rollout approaches across multi-plan environments.

Leadership & Communication

Ability to translate complex technical and regulatory concepts into clear strategic direction for diverse stakeholders.

Demonstrated success leading cross-functional teams through complex product lifecycles in fast-paced, growth-oriented environments.

Education and Experience

Bachelor’s degree in Computer Science, Engineering, Business, or related field; advanced degree preferred.

5+ years of product management experience, including at least 3 years focused on IRA recordkeeping, retirement platforms, or AI-driven financial solutions.

Proven success managing complex initiatives in fintech or SaaS environments.

Familiarity with platform integrations and digital transformation methodologies.

Determining compensation for this role (and others) at Vaco / Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco / Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and / or to receive other benefits and privileges of employment, please contact HR@vaco.com .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.

California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .

• Virginia residents may access our state specific policies here .
• Residents of all other states may access our policies here .
• Canadian residents may access our policies in English here and in French here .
• Residents of countries governed by GDPR may access our policies here .

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to :

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.