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Fidelity Investments · 2 days ago

Associate - Annuity & Life Product Management

Roanoke, TX

Full-time

Hybrid

Mid Level

3+ years exp

Fidelity Investments is a leading financial services company, 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 strong domain knowledge in annuities and life insurance.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

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 a variety of 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

Annuities expertiseLife insurance knowledgeBrokerage technology experienceFINRA Series 7FINRA Series 99Client interfacingEntrepreneurial driveCollaboration skillsProblem-solvingAttention to detail

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

Strong domain knowledge in individual fixed and variable annuities, with expertise in life insurance and long-term care products being a plus

An understanding of the evolving carrier e-App and DTCC ecosystem for end-to-end electronic annuity order processing and posting will differentiate a candidate