111 applicants
Equitable · 2 days ago
Product Lifecycle Manager - Group Retirement
United States
Full-time
Remote
Entry, Mid Level
$54K/yr - $81K/yr
1+ years exp
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Responsibilities
Support development and maintenance, monitoring of Product collateral - monitoring, review and tracking for needed updates and coordination with Marketing to update, enhance
Liaise with various teams across the organization to coordinate efforts and identify resource and other constraints to initiative implementation
Support the implementation of regulatory changes and other ad hoc required product changes, anything that requires product and platform updates, client, and advisor communications.
Coordinate and implement required client communications, documents at the advisor, plan and participant level for Educator and Enterprise Solutions Product suite.
Sales team technical product support – RVP’s, sales desk, via phone and in person for large opportunities
Answer product inquiries from wholesalers, advisors
Ongoing product support and issue resolution for RVP’s, advisors, Service and Ops
Product sales training ongoing for RVP’s, sales desks, advisors
RFP review and answers in coordination with RFP team
Assist with other tasks as required in support of the Team Leader.
Qualification
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Required
1 – 5 years of experience in a business, financial services environment
Relevant technical skills and experience required: exceptional knowledge of Word, Excel
Ability to work in a fast-paced environment, which often requires the ability to manage multiple projects and priorities
Strong written and oral communication skills, particularly ability to translate complicated technical topics into clear, concise statements
Comfortable interacting with individuals across a wide range of seniority levels and business areas
Understanding of contracts and forms required to support group retirement plans
Strong collaborative problem-solving skills
Preferred
Experience with group retirement business is a plus
Basic knowledge of ERISA and non-ERISA retirement plan regulations, is a plus
Bachelor’s in business management, finance, or related field preferred
Project management skills and a detail-oriented individual are preferred
Experience with employee benefits, life insurance, mutual fund and annuity product development, analysis and business data analysis is a plus
Benefits
Medical
Dental
Vision
401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
5,001-10,000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Recent News
2024-06-03
Business Wire
2024-05-21
2024-05-21
Company data provided by crunchbase
