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Plan Administrator

Forrestall CPAs, LLC
(Buford GA)

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Product Owner - Plan Administration & Service

Unified Trust Company

in Telecommute

Position Summary

The Product Owner – Plan Administration & Service will support Plan Admin line of business objectives by maximizing the value of products and solutions resulting from work of the development team. The Product Owner – Plan Administration & Service will have extensive working knowledge of Relius Administration and will be a team player that works with multiple business units to best achieve our digital transformation vision at Unified Trust Company.


  • Participate in strategic initiatives aligned with digital transformation vision and strategy. Apply business process optimization mentality, ensuring integration needs and technology advancements are reflected.
  • Provide subject matter expertise, especially as it relates to Relius Administration, as a participant in projects. Successfully manage multiple projects as needed.
  • Partner with various business units and departments to develop and shape ideas for future products, features, and business process improvement.
  • Assist operational teams with process documentation by providing process flow diagrams, business operations documentation, and/or data mapping documentation.
  • Provide direction and critical insight as Product Owner role related to applications and processes using Agile Scrum methodology.
  • As Product Owner, support the team during testing efforts with user acceptance testing.
  • Prepare and participate in requirement sessions using Agile Scrum methodology, including product backlog grooming / management and user story prioritization.
  • Effectively communicate with business and IT teams. Track work items and resolution through IT department’s ticketing systems.
  • Participant in sprint planning, sprint reviews, daily scrum meetings, and other Agile Scrum artifacts as needed.

Level of Education

Bachelor’s Degree. In lieu of degree, 5+ years of relevant experience.

Professional Licenses / Certifications

Prefer ASPPA credentials and certificates (or willingness to obtain).

Level of Experience

At least 5 years of related work experience, preferably in retirement plan services industry.

Unified Trust Company is an Equal Opportunity Employer.

How to Apply

Please email resume to

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