Annuity Product - Conversion Support, Senior Analyst
Core
Senior Analyst supporting complex business transformations and product shelf reviews for annuity conversions, evaluating enterprise product overlaps and gaps to inform strategic growth initiatives.
Role type
Senior Analyst (Annuity Product Operations & Strategy)
Builds
Curated product shelf reviews, analysis, and mapping execution for large deal diligence processes.
Domain
Financial Services / Wealth Management / Annuity & Insurance
Deliverable
product features
Required skills
Product shelf analysis, gap identification, cross-functional collaboration, change management, process improvement, stakeholder communication, data mapping, workflow design, business readiness.
Preferred skills
Annuity and insurance industry knowledge, LPL platform familiarity, Bachelor's degree.
Technologies
LPL platform
Responsibilities
Review and evaluate product shelves at enterprise prospects to identify overlap and gaps; collaborate across multiple functions to build business partnerships; communicate findings of product mapping efforts and suggest solutions; assist with recruiting, onboarding, and supporting transition teams through presentations and training; manage internal and external relationships to align strategies.
Seniority
Senior, hands-on IC