Fidelity Bank · 5 months ago
Associate - Annuity & Life Product Management
Westlake, TX
Full-time
Hybrid
Mid Level
3+ years expFidelity Bank is a key player in the financial services industry, and they are seeking an Associate for their Annuity & Life Product Management team. This role involves supporting the development and management of retirement and protection products for intermediary clients, requiring collaboration with various stakeholders to ensure optimal client experiences.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Drive product development in partnership with intermediary clients and related external partners/vendors
Interface with clients and translate their needs into product requirements for a customized platform that enables digital annuity order processing
Collaborate with Fidelity & vendor technology teams to establish clear client-ready outcomes that enable annuity platform adoption
Define priorities based on business needs and critical metrics and provide clear readouts to senior management on progress
Qualification
Required
Bachelor's degree (or its equivalent)
3-5 years of experience with annuities, insurance products and the respective marketplace (specifically the insurance carrier or distributor side)
Ability to interface with clients and translate their needs into product requirements for a customized platform that enables digital annuity order processing
Ability to collaborate with a variety of Fidelity & vendor technology teams to establish clear client-ready outcomes that enable annuity platform adoption
Entrepreneurial drive—must be a self-starter and a critical problem solver with attention to detail coupled with the ability to work in a fast-paced and innovative work environment
You are curious, driven, collaborative in nature and an excellent teammate
Must have your FINRA Series 99 and 7, or willingness to acquire within a prescribed period
A history of defining priorities based on business needs and critical metrics and providing clear readouts to senior management on progress
Preferred
Experience with a large (top 10) carrier of Annuity products is a big plus
Experience with brokerage technology is a plus
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase