Product Offer Manager, Retirement Planning

• Product Rollout – Implement a pilot program for offering financial planning and holistic advice and guidance to retirement plan participants.  Work with a cross-organizational team to define the scope of services, identify pilot clients, ensure organizational readiness, monitor progress and recommend adjustments to the offer, and assess long-term success.
• Product Ownership — Partners with various teams such as business teams, legal, compliance, finance, and design to ensure that solutions are compliant, client-centric, and in line with brand standards. May own product(s) from end to end. Establishes or heavily contributes to road map for assigned product(s). Removes impediments and facilitates decisions both inside and outside the core team to ensure successful product delivery. Elevates product-related issues that cannot be resolved to senior offer manager or management for resolution assistance; elevates key product decisions to senior management. The offer manager sets the direction for the product and prioritizes what will be included in the business case and each release. Prioritizes and manages backlog work.
• Achieves Business Results —Oversees a cross-functional team, which could include marketing, client services, technology, and design associates. Ensures products meet and/or exceed standards for business performance, client satisfaction, compliance, and operational efficiency by closely monitoring, analyzing, and interpreting the metrics to assess the performance of products against key performance indicators (such as sales, new accounts, lead and referral generation, etc.). Develops and implements strategies and tactics to meet the desired business objectives for assigned products.
• Product Release Coordination —Plans with other key team roles as well as product owners who are part of other teams, if necessary, to ensure a strategic, complementary release schedule. The offer manager also helps to identify necessary operational changes stemming from a release and is co-responsible for defining reusable solutions/shared components.

• Experience working with institutional retirement plans and/or retail investors
• Professional designations such as CFP, ChFC, CRPC, or RICP

FINRA licenses are not required and will not be supported for this role.

Owns assigned product(s) and establishes product roadmap the Holistic Lifetime Advice (HLA) offer within Retirement Plan Services (RPS). Executes on product strategy. Gathers and organizes product/services requirements and prioritizes or contributes to prioritization of product roadmap and approach to delivery and plan for adoption by business teams. Through business knowledge, provides guidance to internal and/or external clients on optimizing their use of enablement platforms and tools. Leverages insights gained from client interactions to recommend enhanced processes, reports, tools, etc., for improving effectiveness. Takes the lead in conceptualizing and developing enhancements. Advises business management on recommended priorities.

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 5+ years of total relevant work experience
• Familiarity with financial planning processes and financial wellness solutions

This role is eligible for hybrid work, with up to one day per week from home.