CRM Product Owner managing Microsoft Dynamics CRM for a UK blood cancer charity, ensuring effective data support and leading ongoing improvements for accurate fundraising and engagement.
SF
Hybrid Senior Associate, Retirement & Institutional Custody Product Management
Posted 5 months ago
About the role
- Support product management for retirement and institutional custody services for intermediary Fidelity clients. Interface with clients, vendors, and internal stakeholders to drive product development and daily requirements.
Responsibilities
- Support the development and management of a holistic suite of retirement & institutional custody services
- Interface directly with clients, vendors and internal stakeholders in sales, relationship management, operations and service
- Oversee the daily requirements of product management
- Help drive the next iteration of products and services offered to firms
- Ensure current products and platforms operate to product and client specifications
Requirements
- Bachelor’s degree (or its equivalent)
- 5+ years of experience with RIAs, Broker Dealers, independent record keepers, third party administrators, bank and trust company firms as brokerage clients
- Experience with Defined Contribution and Defined Benefits retirement plans and the many operational nuances they bring to the plan, the record keeper and the advisor
- Trust Accounting experience is a Plus
- Working knowledge and work experience with individual retirement accounts and self-directed brokerage accounts
- Experience with brokerage technology and a basic understanding of vendor integrations, third party record keeping and trust accounting software
- Experience with principal and income accounting, beneficiary disbursements, trustee and investment management fee calculations
Benefits
- Health insurance
- 401(k) matching
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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