Sr. Product Manager (Financial Services or Annuity Knowledge Required) @ Equitable | Jobright.ai
JOBSarrow
RecommendedLiked
0
Applied
0
External
0
Sr. Product Manager (Financial Services or Annuity Knowledge Required) jobs in Charlotte, NC
Be an early applicantLess than 25 applicants
company-logo

Equitable · 5 hours ago

Sr. Product Manager (Financial Services or Annuity Knowledge Required)

ftfMaximize your interview chances
BankingConsulting
check
Actively Hiring

Insider Connection @Equitable

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Support Institutional Markets product innovation and implementation
Manage cross-functional and complex projects to enhance customer and prospect engagement capabilities
Track and analyze the outcomes and impact of various initiatives post-implementation
Collaborate with various teams across the organization to coordinate efforts and identify resource and other constraints
Use data to identify actionable insights to help drive strategic thinking, refine tactics and optimize performance of initiatives.
Develop executive presentations and present actionable recommendations to shape the strategic thinking of senior leadership, including guiding the team to deliver very clear, structured and persuasive messaging
Identify new and emerging market trends and build competitive intelligence to enable more in-depth insights and/or accelerate our growth
Develop business cases in partnership with Team Lead, business area leaders and stakeholders to generate senior management support for initiatives

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Retirement product developmentData analysisProject managementWordExcelPowerPointAgile methodology

Required

2 to 4 years plus of experience in a business, financial services environment
Experience with retirement product development, strategy, service
Relevant technical skills and experience required: strong skills with Word, Excel, PowerPoint.
Strong written and oral communication skills to translate complicated technical topics into clear, concise statements
Comfortable interacting with individuals across a wide range of seniority levels and business areas
Ability to coordinate and gain consensus with a variety or people and teams
Bachelor’s Degree
Project management skills and attention to detail
Strong critical thinking skills with demonstrated ability to analyze and solve complex problems
Strong collaborative problem solving with ability to gather, analyze and synthesize a significant amount of information, and turn it into a compelling product vision

Preferred

Experience with employee benefits, life insurance, mutual fund and annuity product development, analysis and business data analysis is a plus
Intellectually curious with a passion to challenge the status quo
Comfort working in an agile and dynamic environment that requires the ability to manage multiple, often competing priorities.
Belief in a non-hierarchical culture of collaboration, transparency, safety, and trust
Readiness to “roll up the sleeves” and to go outside comfort zone to learn

Benefits

Medical
Dental
Vision
A 401(k) plan
Paid time off

Company

Equitable

company-logo
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Mark Pearson
CEO and President
linkedin
Company data provided by crunchbase
logo

Orion

Your AI Copilot