Industry Solutions Consultant, Defined Benefit Compliance QA

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, #DB-A, or NIPA Credential

• At least 3 years of experience working with peer review in retirement services

• 1 years 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

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

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

Compensation:

Compensation range listed is based on primary location of the position.  Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process. 

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: 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 upon request.