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)
Builds
401(k) products and group benefit insurance products
Domain
Financial Services / Retirement Planning
Deliverable
product features
Required skills
401(k) industry experience, retirement product development, project management, strategic project leadership, marketing of group and 401(k) products, business to business communications, sales cycle management, qualified retirement plan knowledge, group benefit insurance products knowledge, Microsoft PowerPoint, Microsoft Excel
Preferred skills
CAPM, PMP, QPFC, CPFA, QKA, ARPC, AIF, AIFA, CFP
Technologies
Microsoft PowerPoint, Microsoft Excel
Responsibilities
Provide project coordination and support for assigned projects, deliver department level projects or assist with cross-department projects, communicate product updates and progress to stakeholders, conduct market research and competitive analysis, monitor product performance and analyze key metrics
Seniority
Senior, hands-on IC