Senior Product Manager - Retirement Solutions

Senior Product Manager – Retirement Solutions

BA/BS in business, finance or marketing with 10+ years securities or financial markets experience
An understanding of employer-sponsored retirement plans and advisory products
Excellent project management and organizational skills with an understanding of product, technology, operations and sales and marketing
Series 7, 63 or 65/66, 24, life and health license or ability to get licensed

Develop and lead the implementation of strategy that supports the US Wealth Management business lines in identifying distribution opportunities to enhance and promote the retirement product offerings.
Manage the review of new product offerings and platform enhancements to existing products. Implementation includes product review, marketing, legal, compliance and communication strategies.
Conduct research on competitive landscape and industry trends to ensure products are in line with market and client needs.
Identify product challenges and recommend solutions.
Monitor the regulatory environment to determine business risks and impacts. Recommend and implement policy and process changes as required.
Actively participate in the design of training and education functions for Financial Advisors and branch support staff designed to increase sales, productivity and field efficiencies.