Retirement Plan Product Manager
Core
Provide technical knowledge and support during the sales of 401(k) products to achieve growth, retention, and profitability among sales producers.
Role type
Senior Retirement Plan Analyst (Product Support & Strategy)
Builds
401(k) group benefit products and retirement plan solutions
Domain
Insurance / Retirement Planning / Employee Benefits
Deliverable
product features
Required skills
401(k) industry expertise, retirement product development, project management, strategic project leadership, marketing of group benefits, business-to-business communications, sales cycle management, market research, competitive analysis, customer feedback analysis, product performance monitoring, Microsoft PowerPoint, Microsoft Excel
Preferred skills
CAPM, PMP, QPFC, CPFA, QKA, ARPC, AIF, AIFA, or CFP certifications
Technologies
Microsoft PowerPoint, Microsoft Excel
Responsibilities
Provide project coordination and support for assigned initiatives, deliver department-level projects or assist with cross-department projects, communicate product updates to stakeholders, conduct market and competitive analysis, monitor product performance and iterate on products
Seniority
Senior, hands-on IC