Senior Product Manager (Retirement Products)
The Senior Product Manager leads product development initiatives for the entire company retirement product lineup. This role delivers subject matter expertise to Sr leaders and the investment team, helps to drive current and future sales/revenue growth, and provides high value product solutions and enhancements through a deep understanding of the end customer and company objectives. Requires strong analytics and research skills and experience related to the company Retirement product line up while working closely with Sr level stakeholders. Retirement products would include ETFs, 401k, 403B, 409, 529, etc. We are looking for someone who is Business oriented and focused more than Technology focused.
In this role you will:
- Lead strategic initiatives across the Retirement lineup. Develop project plans, conduct industry related and competitive intelligence research. Offer analysis and analytics to Sr leaders. Define the business requirements and scope. Manage testing plans, support go to market readiness, communicate consistently with stakeholders.
- Own the product vision, strategy and road mapping for the retirement product development and enhancements. Conduct feasibility assessments.
- Drive ongoing R&D efforts for new products and/or partnerships. Conduct Market assessments, define product concepts and KPIs, generate actionable insights and solutions.
- Track and monitor progress and KPIs
- Offer support to stakeholders and sales for product positioning and GTM strategies
- Conduct on going Benchmarking, Fee and Expense assessments
Requirements include:
- 3+ years of similar Product Development, Product Manager experience
- Proven knowledge of Retirement products (401k, Funds, ETFs, 403B, 529, etc.)
- Strong research and analytical skills
- Strong communication and stakeholder management skills
- Experience with MS Office. Exp with Monday.com and JIRA is a plus
- Benchmarking experience is a big plus. (Total plan fees, investment expense ratios, and advisory costs)
- Experience with Plan Design is a big plus (Matching formulas, vesting schedules, and eligibility requirements)
- Experience with Participant Metrics a plus (Participation rates and contribution levels)
- Experience with related Benchmarking tools a plus (RPAG, FDI, etc.)
- Knowledge of related ERISA rules is a plus
This is a full-time, permanent position offering excellent total compensation which includes base salary, annual bonus and outstanding retirement and health insurance benefits (10% co contribution on top of EE contributions).
This is an on site, in office hybrid role with 3 days in office and 2 days work from home with full PTO and holiday schedule. Relocation assistance is available if needed. Dallas/Ft Worth location.
This is an exciting opportunity, interested? If yes please email your resume to Jason Keck at jkeck@questpro.com for consideration.