Product Manager-Annuities WMS
About The Position
The Product Manager role, within Wealth Management Solutions, will be responsible for the product management and growth of the annuity platform. Overall responsibilities will include carrier relationship management, product and concept knowledge, industry rules and regulations, projects and initiatives, operations, compensation maintenance, and advisor communications, education and marketing. Key Responsibilities Manage carrier relationships Provide insights and actionable recommendations to support advisor and client experience improvements Assist in due diligence of carriers, products and concepts Support firm recruiting efforts Develop effective and relevant advisor education and training opportunities Guide carrier and product onboarding process Provide support for annuity sales desk Support annuity related initiatives
Requirements
- Bachelor's degree or equivalent experience with 5+ years financial services experience, preferably in annuity product management
- Excellent strategic and analytical skills to solve complex problems and identify new product solutions along with attention to detail and personal accountability
- Relationship and Project Management experience preferably with background in annuities
- Strong written and verbal communication skills, organizational skills and proficiency in Microsoft Excel
- Knowledge of laws and regulations related to broker dealer responsibilities with regard to annuity products preferred
- Active Series 7 or the ability to obtain within 120 days
Nice To Haves
- Knowledge of laws and regulations related to broker dealer responsibilities with regard to annuity products preferred
Responsibilities
- Manage carrier relationships
- Provide insights and actionable recommendations to support advisor and client experience improvements
- Assist in due diligence of carriers, products and concepts
- Support firm recruiting efforts
- Develop effective and relevant advisor education and training opportunities
- Guide carrier and product onboarding process
- Provide support for annuity sales desk
- Support annuity related initiatives
Benefits
- vacation time
- sick time
- 401(k)
- health, dental and life insurance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
