Industry Solutions Consultant, DB Compliance QA

Wolters Kluwer is seeking an Industry Solutions Consultant – DB Compliance QA to ensure their ftwilliam.com platform meets high standards of accuracy and functionality. This role involves leveraging expertise in ERISA regulations and plan design for DB, DB/DC combo, and cash balance plans to influence feature design and perform rigorous testing within an agile team. The consultant will help deliver reliable, compliant, and user-focused enhancements, working a hybrid schedule from a local office.

Must Have

• Collaborate with the product owner and development team to refine user stories.
• Create sample plans, expected results, and acceptance criteria for new features.
• Perform comprehensive testing of new features and document all tests conducted.
• Ensure software functionality aligns with ERISA laws and regulations.
• Stay current with ERISA laws, regulations, and industry standards.
• Maintain detailed documentation for future testing of similar features and enhancements.
• Identify and suggest software improvements during the testing process.
• Keep up to date with best practices in testing methodologies and tools.
• Work closely with other Industry Solutions Consultants to develop consistent testing policies and procedures.
• ASPPA Credential, such as QPA, or NIPA Credential.
• At least 3 years of experience working with peer review in retirement services.
• 1 year of experience working in a development QA environment.
• Familiarity with various project management and workflow tools.
• Detail oriented, quick learner, and self-starter.
• Ability to multi-task, work well in a team, perform well under pressure, and with minimal supervision.

Good to Have

• Experience with customer support.
• Experience with ftwilliam.com DB Compliance software.

Perks & Benefits

• Comprehensive benefits package (Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, Paid Parental Leave).
• Inclusive company culture.
• Global well-being program ('Together we thrive').

Wolters Kluwer’s ftwilliam.com platform empowers professionals to streamline Defined Benefit (DB) plan compliance testing, valuation, and proposal generation.

As an Industry Solutions Consultant – DB Compliance QA, you’ll play a critical role in ensuring our solutions meet the highest standards of accuracy and functionality. In this position, you’ll leverage your expertise in ERISA regulations and plan design—covering DB plans, DB/DC combo plans, and cash balance plans—to influence feature design and perform rigorous testing. Working within an agile team, you’ll help deliver enhancements that make a real impact for our customers, ensuring every release is reliable, compliant, and user-focused.

You will report to the Manager, Consulting - Industry Solutions and work a hybrid schedule (2 days in office, 3 days from home) from one of our local offices.

Responsibilities:

• Collaborate with the product owner and development team to refine user stories before development begins
• Create sample plans, expected results, and acceptance criteria for new features
• Perform comprehensive testing of new features and document all tests conducted, including manual and automated tests
• Ensure software functionality aligns with ERISA laws and regulations
• Stay current with ERISA laws, regulations, and industry standards
• Maintain detailed documentation for future testing of similar features and enhancements
• Identify and suggest software improvements during the testing process
• Keep up to date with best practices in testing methodologies and tools
• Work closely with other Industry Solutions Consultants to develop consistent testing policies and procedures

Qualifications:

• ASPPA Credential, such as QPA, or NIPA Credential
• At least 3 years of experience working with peer review in retirement services
• 1 year of experience working in a development QA environment
• Experience with customer support is a plus
• Familiarity with various project management and workflow tools
• Experience with ftwilliam.com DB Compliance software is a plus
• Detail oriented
• Quick learner and self-starter
• Ability to multi-task
• Ability to work well in a team
• Ability to perform well under pressure
• Ability to perform well with minimal supervision
• #LI-Hybrid

Benefits:

A comprehensive benefits package that begins your first day of employment. Additional Information: Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available - https://www.mywolterskluwerbenefits.com/index.html

Diversity Matters:

Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Be the Difference

If making a difference matters to you, then you matter to us.

Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day.

We’re innovators with impact. We provide expert software and information solutions that the world’s leading professionals rely on, in the moments that matter most. You’ll make a real difference in the lives of millions of people. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world.

You can thrive at Wolters Kluwer, where diversity is core to our collective strength and high performance. Be your unique self, share your creative ideas, do your best work, and take time to grow in our caring and inclusive culture where you can belong.

About Wolters Kluwer

Wolters Kluwer reported 2023 annual revenues of €5.6 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,400 people worldwide.

Our customers work in industries which impact the lives of millions of people every single day. Our mission is to empower our professional customers with the information, software solutions, and services they need to make critical decisions, achieve successful outcomes, and save time.

Our expert solutions combine deep domain knowledge with technology to deliver both content and workflow automation to drive improved outcomes and productivity for our customers.

We are committed to helping professionals improve the way they do business and solve complex problems with our range of digital solutions and services, which we continuously evolve to meet their changing needs. Our 188-year legacy and portfolio represent thousands of customers worldwide.

For more information about our solutions and organization, visit www.wolterskluwer.com, follow us on Twitter, Facebook, and LinkedIn.

Tips & Tricks - Resumes

Wolters Kluwer has a dedicated team of experienced talent acquisition professionals who are ready to hear what makes you tick and share how Wolters Kluwer can help you achieve your goals and ambitions. Here Rasi Fawaz shares some tips on what recruiters are looking for on a resume.

Building Diverse Teams

As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking. We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce – one that represents the diversity of those we serve and the communities where we live and work.

We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion.

This principle is ingrained in our company values and articulated in our Code of Business Ethics.

Our Global Well-being Program

At Wolters Kluwer, you’ll feel valued for your contributions, and you’ll know that your health, safety, and well-being are important to us. Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous.

In 2024 we were awarded Ragan’s Top Places to Work for Employee Wellbeing: Large Organization, in recognition of our commitment to maintaining and enhancing the well-being of our colleagues through our ‘Together we thrive’ well-being program.

Equal Opportunity Employer

To ensure we continue to drive innovation that enables us to develop products and services to best serve our customers, we cultivate a workplace culture rooted in mutual respect, bringing forward insights from a wide range of backgrounds, perspectives, and experiences. We are also committed to complying with laws requiring equal opportunity in hiring, promotion, and other employment decisions.

All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status, or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases.

GDPR