Sr. Offer Manager - Integrated Solutions Manager
Core
Manages the life cycle for a portfolio of complex products and value-add offers, specifically the Integrated Retirement Plan Solutions Offer, engaging Advisor/Consultant partners.
Role type
Senior Integrated Solutions Manager (Product/Offer Management)
Builds
Integrated Retirement Plan Solutions (PEPs, GOPs, MEAPs) and associated value-add offers for clients and advisors.
Domain
Asset Management / Retirement Planning / Financial Services
Deliverable
product features
Required skills
Offer lifecycle management, business case development, competitive positioning, market analysis, stakeholder advisory, product roadmap management, go-to-market planning, KPI definition, data analysis
Preferred skills
Pooled Employer Plan (PEP) structuring, Advisor distribution partner management, Product/Offer Management experience, Process improvement with AI, Recordkeeping platform management (SS&C TRAC, FIS Omni)
Technologies
SS&C TRAC, FIS Omni
Responsibilities
Develop offer road maps and business cases; advise stakeholders on offer improvements and new offerings; manage the process of taking new offers to market; review market assessment scans for growth opportunities; define KPIs and create reports for management.
Seniority
Senior, hands-on IC