Defined Contribution Product Specialist

Responsibilities

• Drives business and financial results through the selection, design, development and promotion of new and existing products or experiences utilizing traditional and emerging capabilities in technology, operations, and data analytics to offer customers a differentiated product experience.
• Uses knowledge of emerging technologies to deliver products to customers through all applicable channels.
• Prioritizes and makes decisions regarding product recommendations.
• Develops business case, business plan and roll-out of specific products or experiences.
• Monitors the marketplace to assess product, technology, and market trends to identify a market need or opportunity.
• Recommends new products or enhancements to existing products or experiences and develops and designs innovative features.
• Manages the development, production, roll-out, pricing or promotion of specific products, recognizing, anticipating and resolving operational and process problems that arise.
• Partners with key stakeholders including sales, marketing, digital channel delivery, and other internal service partners.
• Participates in client-facing and external stakeholder activities to ensure all product offerings or experiences meet strategic goals.
• Develops product-specific marketing initiatives.
• Supports risk management, compliance and audit needs as part of the first line of defense.
• Drives business, financial and customer experience results of new and existing products and recommends modifications in product features and/or marketing to improve results.

• Demonstrated experience working as, and collaborating with, investment advisors for defined contribution plans.
• Proven expertise in content creation, including delivering presentations at industry and local events, as well as webinars.
• Comprehensive knowledge of complex investment and asset management strategies.
• Established track record in leading sales initiatives.
• Experience with non-qualified deferred compensation plan.
• Chartered Financial Analyst (CFA®) Designation is strongly preferred.
• University / college degree, with 5+ years of industry-relevant experience.

• data analytics
• product development
• business case development
• market analysis
• content creation
• sales initiatives
• investment strategies
• asset management strategies
• risk management
• compliance

• decision making
• collaboration
• stakeholder management
• presentation skills
• problem solving
• strategic thinking
• customer experience focus
• innovation
• marketing initiative development
• leadership

• Chartered Financial Analyst (CFA)