Investment Product Management Associate, Equity Services Inc.

National Life Group•Addison, IL

53d

About The Position

National Life Group is seeking a qualified candidate to join its broker-dealer and Product Management team as a Product Management Associate. This role will focus on supporting the development, oversight, and promotion of the firm's investment product platform with a strong emphasis on product due diligence, registered representative training, relationship management, and website content management. The successful candidate will have a solid understanding of a wide range of investment and insurance products (including mutual funds, ETFs, stocks, bonds, alternative investments, annuities, and variable universal life), coupled with excellent research, communication, and relationship-building skills. Reporting to the Head of Product Management, the Product Management Associate will play a critical role in ensuring that ESI's representatives are well-supported, product sponsors are effectively managed, and digital resources are kept accurate and up to date.

Requirements

Bachelor's degree or equivalent combination of education and experience
3-5 years of experience in financial services, preferably within a Broker Dealer
Ability to obtain Series 7 license within 1 year of hire.
Ability to collaborate with field offices to conduct training and facilitate industry meetings virtually with occasional travel as needed
Excellent written, verbal, and presentation skills, with a high attention to detail.
Self-starter with a high degree of initiative and ability to prioritize competing task
Strong problem-solving skills with a proactive approach to finding answers and solutions with a lifelong learner mindset.
Demonstrated ability to deliver exceptional customer service and build strong professional relationships.
Ability to successfully pass a background check, including fingerprinting.

Nice To Haves

3-5 years of experience working with Registered Investment Advisors
Working knowledge of Broker/Dealer products and services
Experience creating training presentations for adult learners
Experience collaborating with Web or Marketing teams on required product updates

Responsibilities

Conduct thorough due diligence reviews and evaluations of prospective and existing investment products, ensuring compliance with firm standards and regulatory requirements.
Actively participate in due diligence and industry meetings to deepen expertise and enhance the firm's product platform.
Oversee and continuously improve the firm's product portal and website content, ensuring timely updates, accuracy, and accessibility to promote the approved product suite.
Develop and deliver training programs and PowerPoint presentations for registered representatives to strengthen product knowledge, sales practices, and business development efforts.
Build and maintain strong relationships with product sponsors and registered representatives, acting as a trusted point of contact for inquiries, support, and ongoing collaboration.
Collaborate with the Head of Product Management to prepare agendas and materials for the firm's Investment and Product Committees.
Create clear, accurate and effective written communications and marketing materials in support of approved investment products.
Provide outstanding customer service through written correspondence, phone, and web-based support, with occasional travel to ESI offices and industry events.

Benefits

Your benefits start day one and are flexible and customizable to your and your family's specific needs.
Check out the BENEFITS of a Career at National Life!
The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered.
The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs.

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