Product Manager

Security Benefit Business Services / Everly Life•Topeka, KS

5d•Hybrid

About The Position

Security Benefit is a leader in the U.S. retirement market with more than $75 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you’ll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement®. As an Product Manager you will own the product outcome for the Annuity and Retirement Plan Forms area within Security Benefit's CCDM operating model, independently owning product direction and the Epic-level backlog for policyholder- and plan-participant-facing forms — new business applications and enrollments, compliance documents, and post-issue policy change forms — across annuity and retirement plan product lines. Operating independently on standard product management cases, the PM serves as the voice of the customer, maintains the Epic-level backlog, defines the 6–9 month product roadmap, and drives quarterly planning and value delivery for forms governance and regulatory alignment. This is the core professional-level role in the Product Management series — expected to function without daily supervision while escalating complex or ambiguous decisions appropriately. The Product Manager position reports to the Vice President, Portfolio Strategy & Delivery and can be based out of our office in Topeka or Overland Park, Kansas. We work a hybrid schedule, offering flexibility to work both remotely and on-site.

Requirements

Bachelor's degree in Business, Finance, Insurance, Communications, or related field, or equivalent work experience
2–4 years of product management experience in annuity, life insurance, or retirement plan operations, compliance, or a technology-enabled environment
Working knowledge of annuity contract structures, retirement plan types (DC/DB, IRA, 401(k)/403(b)), and related regulatory frameworks (ERISA, IRS, state insurance law)
Experience owning a product backlog and driving Agile delivery ceremonies
Demonstrated ability to translate complex or legal concepts into clear customer language and product requirements
Strong communication and stakeholder management skills
Familiarity with Agile/Scrum frameworks and product management tooling (Jira, Azure DevOps, or similar)

Nice To Haves

Experience with forms design/automation tooling
Certified Scrum Product Owner (CSPO), SAFe Product Owner/Manager, or equivalent
Prior experience at a life insurance carrier, annuity issuer, TPA, or retirement plan recordkeeper

Responsibilities

Define and maintain a 6–9 month Epic roadmap for forms modernization, aligned to Security Benefit's strategic themes and CCDM operating model
Communicate product vision and roadmap for the forms backlog to stakeholders, delivery team, and leadership
Own the end-to-end forms inventory across three document types — New Business (applications, enrollments, suitability), Compliance Documents (disclosures, prospectus materials, buyers guides), and Post-Issue Policy Changes (financial and non-financial changes)
Identify and validate product opportunities based on customer needs, regulatory change, and business priorities, including forms governance, version control, and sunset schedules
Serve as an expected primary source of portfolio intake and lead cross product team and / or cross business team collaboration — surfacing forms needs from Legal/Compliance, Operations, Product Management, Marketing, and Sales, converting them into Initiatives once they meet the Predefined Portfolio Governance Thresholds
Own Epic-level backlog prioritization, balancing regulatory deadlines, customer comprehension, compliance requirements, risk, and delivery capacity
Collaborate with Product Team BAs on story readiness and acceptance criteria for form changes — story-level detail is owned by the BA where a BA exists; otherwise by the product team, with Delivery Manager facilitation
Partner with the Tech Lead on Enabler Epic identification and sequencing for forms automation and digital delivery
Drive quarterly objective setting and Epic prioritization for QPE; present the prioritized Epic list and commit to quarterly objectives and Epic targets
Serve as the primary point of contact for business stakeholders — Legal/Compliance, Operations, Product Management, Sales, and Design partners — in the forms product area
Represent customer needs — financial professionals, policyholders, plan participants, and SB associates — to the delivery team
Define and track KPIs and OKRs for delivered increments — including error rates, cycle time, and filing turnaround — and confirm value realization when Initiatives complete
Ensure product processes comply with internal audit requirements, state insurance filing requirements, DOL/ERISA regulations, IRS rules, NAIC model regulations, and license agreement delivery tracking
Provide Initiative health data to Portfolio Governance for portfolio-level reporting

Benefits

Competitive salary and annual incentive bonuses
33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance)
Paid parental leave after 90 days of service
Comprehensive medical, dental & vision insurance
401(k) with company match
Profit Sharing & Savings Plan
Short- and Long-Term Disability Insurance
Flexible Spending Accounts for medical and dependent care
Life Insurance
Educational assistance
Associate assistance programs