Senior Product Specialist
Core
Enhance product execution, operational excellence, and advisor support within Retirement Solutions by analyzing trends, improving workflows, and coordinating critical product activities.
Role type
Senior Product Specialist (Retirement Solutions)
Builds
Retirement plan services, product execution, and operational workflows for financial advisors and clients
Domain
Financial Services / Retirement Planning
Deliverable
product features
Required skills
Industry and competitor research, operational data analysis, workflow coordination, audit documentation, cross-functional partnership, issue escalation
Preferred skills
Knowledge of employer-sponsored retirement plans (401(k), 403(b)), FINRA registrations, relationship management, project management
Technologies
Analytical tools, marketing materials, reporting systems
Responsibilities
Conduct industry research to enhance products and services; Analyze operational data to identify process improvements; Manage advisor inquiries and ensure consistent service delivery; Support product approval and retirement plan client service activities; Maintain marketing materials and audit-ready documentation; Coordinate audit data preparation and validation; Partner with Sales, Operations, Compliance, and external partners
Seniority
Senior, hands-on IC
