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Equitable · 3 weeks ago

Product Manager - Group Retirement

Charlotte, NC

Full-time

Hybrid

Entry, Mid Level

$54K/yr - $81K/yr

1+ years exp

Equitable is a diverse organization committed to helping clients secure their financial well-being. The Product Manager for Group Retirement will support product innovation and regulatory compliance within the Product Lifecycle Squad, utilizing project management skills to drive successful product delivery and continuous improvement.

BankingConsultingFinancial Services

H1B Sponsor Likely

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

Lead cross-functional project teams to deliver product initiatives, regulatory changes, and process improvements on time and within scope

Develop and manage project plans, timelines, and deliverables for product launches, updates, and regulatory implementations

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

Product knowledgeProject managementWordExcelGroup retirement experienceCommunication skillsProblem-solvingCollaborationRelationship building

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

A 401(k) plan

Paid time off

Company

Equitable

Glassdoor3.6

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

Founded in 1859

New York, New York, USA

5001-10000 employees

https://equitable.com/

H1B Sponsorship

Equitable has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (31)

2024 (18)

2023 (26)

2022 (37)

2021 (20)

2020 (12)