Lead large-scale, cross-functional retirement and income solutions initiatives from intake through implementation and adoption. Develop delivery plans, manage dependencies, facilitate decisions, remove roadblocks, communicate executive-level status, and drive accountability. Teach Agile practices, improve operational processes, create process maps and procedures, support governance, and manage portfolio intake, prioritization, capacity planning, and value measurement. Partner with business, operations, technology, legal, finance, risk, and compliance stakeholders.

Leads third-party API integration initiatives from discovery through production launch. Translates business and partner needs into integration requirements, implementation plans, and delivery milestones. Coordinates API development, partner onboarding, operational readiness, governance, risks, and dependencies across internal teams, IT, vendors, and external partners. Serves as the primary contact for connectivity initiatives and ensures successful transition to ongoing support.