Define and maintain the managed accounts product vision in alignment with business objectives and participant needs.
Identify, assess, and prioritize initiatives that may include savings and drawdown advice, investment methodology, participant experience and other focus areas.
Translate strategic opportunities into actionable requirements and deliverables for cross-functional partners.
Develop deep partnerships across the organization to ensure alignment on market need, value delivery, and deployment of relevant products.
Collaborate with Legal, Compliance, Marketing, and Operations to deliver compliant, effective, and scalable solutions.
Monitor initiative performance and leverage data, insights, and participant feedback to inform strategy and continuous improvement.
Support adoption strategies for managed accounts through demos, presentations, and engagement with clients and internal partners.
Report on initiative status, performance, and outcomes to senior leadership.
Balance forward-looking strategy with day-to-day execution, ensuring initiatives are innovative, well-implemented, and aligned to business goals.
Requirements
Bachelor’s degree in a related field (or equivalent experience).
7+ years of product management or product owner experience in the retirement, wealth management, or investment industry.
Strong understanding of managed accounts, digital advice, and participant experience drivers.
Ability to think strategically while driving tactical execution.
Proven experience balancing competing priorities and aligning initiatives with long-term business objectives.
Strong communication and collaboration skills across technical and non-technical teams.
Advanced proficiency in Microsoft PowerPoint and Excel.
Experience managing multiple initiatives in a fast-paced environment.
Applicants must be authorized to work for any employer in the U.S.; employer will not sponsor employment visas, including CPT/OPT.
For remote/hybrid positions: required to provide reliable high-speed internet with a wired connection and a place in your home to work with limited disruption; must have reliable connectivity from an internet service provider that is fiber, cable or DSL.
Benefits
Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Non-sales positions have the opportunity to participate in a bonus program
Other necessary computer equipment will be provided for remote/hybrid roles
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