Financial Analyst Jobs

About The Position

Requirements

• Bachelor’s degree or equivalent work experience (5+ years’ experience in financial services preferred)
• Demonstrated experience managing and updating large-scale order management systems in financial services, including print and fulfilment functions across multiple repositories and digital platforms, ensuring regulatory compliance and on-time product releases.
• Strong cross-functional collaboration skills with the ability to work effectively with product, sales, distribution, and other stakeholders, supported by a solid understanding of financial/insurance products and their lifecycle.
• Analytical and process-improvement expertise, including reporting, data-driven decision-making, asset rationalization, clear documentation of rationale, and the ability to recommend and implement system and process enhancements.
• Must be proficient MS Excel, Outlook, Word, and PowerPoint and comfortable with Jira.
• Be a self-starter with a strong work ethic and high level of personal accountability; excellent communication, writing, and organizational skills.
• Ability to handle fast-paced environment, managing multiple projects with changing priorities and deadlines.

Responsibilities

• Coordinate marketing collateral, kits, promotional materials, and digital assets, ensuring their timely availability for product launches.
• Develop standardized workflows that cover shipping, digital file management, and campaign asset deployment across various channels and partners.
• Prepare, secure approval for, and deliver product launch kits to internal teams, sales staff, and external partners, ensuring there are no delays.
• Oversee the delivery of materials, assets, and mailing campaigns to ensure they are provided on schedule and aligned with product management timelines.
• Manage inventory and asset control by tracking marketing materials, maintaining stock levels, and ensuring consistent use of updated assets across platforms.
• Conduct fulfillment activities that uphold brand integrity and comply with standards across all distribution channels.
• Administer Marketing Ops systems (like Corebridge Storefront) and digital marketing workflows supporting platforms such as the Annuity Website, Seismic, and FinTech solutions including SIMON, FidX, and Luma.
• Track and report on campaign and platform performance, asset utilization, and fulfillment status using centralized reporting systems.
• Collaborate with the product and sales/distribution teams on sales kits and product/firm nuances.
• Create and develop periodic reports to deliver insights and trends.
• Assess and provide thorough data and recommendations to streamline assets and improve processes.
• Partner with cross-functional teams for alignment, leveraging understanding of the current and historical suite of Corebridge products, features, and systems.
• Optimize inventory for customer satisfaction.
• Clearly and articulately provide documented rationale behind decisions and memorialize them.
• Provide suggestions and plans to upgrade processes, procedures, and systems (Evergreen).
• Use organizational acumen and experience to contribute to other departments and functions.

Benefits

• Range of medical, dental and vision insurance plans
• Mental health support
• Wellness initiatives
• Retirement benefits options
• 401(k) Plan with a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay
• Employee Assistance Program
• Matching charitable donations up to $5,000
• Volunteer Time Off (up to 16 hours annually)
• Paid Time Off (at least 24 days)