Product Development Associate
PlanMember Financial Corporation•Carpinteria, CA
•$70,000 - $80,000•Onsite
About The Position
The Product Development Associate position will support all areas of PlanMember's product platform including research, implementation, maintenance, and marketing collateral. The role will work cross departmentally across the organization to perform key duties and responsibilities, as well as serve as a resource for other departments on all things involving the product platform.
Requirements
- Two years of preferred experience in financial services and/or retirement planning, with a focus on 401(k), 403(b), and 457(b) plans.
- Proficiency in Microsoft Excel and Word; familiarity with web-based tools.
- Bachelor’s degree (any major) required
- FINRA LICENSE - SIE
- FINRA LICENSE - 6
- FINRA LICENSE - 7
Nice To Haves
- Ability to write SQL queries is a plus.
- FINRA Licenses: Series 24 (or 26) preferred.
- CFP or CFA designation is a plus.
- PMI Certification (CAPM/PMP) is a plus.
Responsibilities
- Collaborate cross-departmentally to develop new and maintain existing product sales materials, forms and applications, and other collateral materials
- Maintain master product files for all platform products
- Perform due diligence analysis of investment managers for sub-advised products
- Assist with quarterly plan reporting and product maintenance processes
- Develop training materials and assist with spreading product knowledge throughout company
- Assist with oversight of advisor software tools including issue resolution, soliciting user feedback, interfacing with developers and testing of new features
- Interface with existing and prospective product vendor partners
- Perform competitor research
- Perform analysis of product returns, revenue, expenses, compensation and profitability
- Assist with planning, organizing and coordinating various departmental and cross-departmental projects
- Assist with preparation project plans and project progress tracking
- Maintain all project-related documentation
- Produce agendas and minutes for Retail Platform and Strategic Development meetings
- Assist with corporate calendar maintenance (recurring meetings, reminders, etc.)
- Assist with administration of project management system (SmartSheet)
Benefits
- medical
- dental
- vision
- 401k company match
- discretionary profit sharing
- PTO
- valet parking
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
