Senior Product Manager - Retirement Plans

This role will be highly collaborative and influential with stakeholders, vendors, and senior leaders and may at times require you to perform as the project manager, especially in work of small to moderate scope.

• Market Analysis and Product Development: Monitor, evaluate, and analyze market factors, including competitive and economic landscape and consumer insights, to develop products and services which drive business growth and deliver a great customer experience.
• Sales and Marketing Support: Ensure internal sales force and field offices has up-to-date product knowledge, training, and support to confidently sell new products.
• Product Management: Takes initiative to independently develop and improve product efficiency, developing any needed roadmaps and managing activities related to the maintenance of assigned products and services.
• Project Leadership: Lead or sponsors cross-departmental or cross-functional teams to align product and services objectives, collaborating on project planning, ensuring an effective flow of information, and analyzing potential impact on people, technology, structure, and workflow.

Skills and Background You’ll Need

• Bachelor’s degree in business, marketing or a related field is required; advanced degree or certification is preferred.
• Seven (7) years + of product development or management experience in defined contribution record keeping is required.
• In-depth and advanced knowledge of group retirement plan product line and market is required.
• Experience working with DC plan investment related solutions (Managed Accounts, CIT’s, TDF, Lifetime Income, etc.) is required.
• Experience with Pooled Employer Plans is preferred.

Key Traits of a Successful Candidate

• The ability to develop relationships quickly by following through on work and balancing the needs of all involved.
• Strong presentation skills and the ability to “story tell” to help stakeholders visualize the throughline of proposed work.
• Process driven and methodical organizational skills to manage multiple priorities at once while consistently meeting deadlines.

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