Senior Product Strategy Analyst – Products
About The Position
The Products Area ensures branch teams and clients have a consistent supply of high-quality retirement, banking, insurance, mutual fund, and education savings products aligned with the firm's investment philosophy and goals-based advice. The group also drives innovation in products, services, processes, and systems to meet current and future client needs. The Product Strategy team, part of the Investment Advisory Department, develops and supports the evolution of investment management offerings and services tailored to client and Financial Advisor segments. It aims to provide personalized investment solutions that address clients' financial needs and preferences, while equipping Financial Advisors and branch teams to deliver an ideal client experience. The Senior Product Strategy Analyst leads analyses of high-impact strategic issues affecting the product shelf and firm, translating findings into decisions and recommendations. The role builds and maintains business-partner relationships, collaborates on challenges and solutions, and participates in cross-functional teams spanning product areas, investment management, financial planning, and business segments. The analyst helps build, integrate, and execute plans to deliver new capabilities and functionality within the firm's product offerings. There is no formal leadership responsibility for this position.
Requirements
- Bachelor's degree with an emphasis in Accounting, Finance, or Economics.
- SIE and Series 66 required within 120 days of start date (US).
- Series 7 required within 12 months of start date (US).
- At least 7 years of relevant work experience.
- Demonstrable problem-solving, quantitative, and analytical skills.
- Ability to conduct complex financial analyses and forecasts, with general modeling skills.
- Strong verbal and written communication skills to clearly articulate analyses and recommendations to senior leaders and colleagues.
Nice To Haves
- Advanced degree(s) or certification(s) in Business, Accounting, Finance, Economics, or Analytics.
- Analytical and/or core strategy work within financial services.
- Experience contributing to high-impact strategy assignments.
- Experience managing contributions to multiple projects.
Responsibilities
- Lead enterprise and division decision-making efforts through strategy engagements and partnership with stakeholders across the firm.
- Lead creation of Products-related strategic plans across multiple time horizons.
- Analyze competitor developments, industry announcements, products and solutions, partnerships, services, and financial data to prepare recommendations for senior leaders.
- Lead formulation of enterprise strategic objectives across Products for multiple time horizons, integrating internal research, external developments, and leadership priorities.
- Collaborate with key stakeholders on solutions to issues at the team, division, and enterprise levels.
- Develop and maintain relationships with internal stakeholders to address key business questions and needs.
- Operate autonomously, using thought leadership and collaboration with peers and senior leaders to make progress.
- Help build, integrate, and execute plans for new capabilities and functionality within the firm's product offerings.
Benefits
- Medical and prescription drug coverage
- Dental insurance
- Vision insurance
- Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
- Short- and long-term disability coverage
- Basic life and basic AD&D coverage
- 401(k) retirement plan
- Health savings account
- Flexible spending account
- Ten paid holidays
- 15 days of vacation for new associates beginning on January 1 of each year
- Sick time and personal days
- Paid day for volunteerism
- Potential bonuses and profit sharing
- Employee Assistance Program
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
