Job Description
Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world’s most innovative financial organizations.
As a Senior Product Associate on the Retirement Planning Experience & Platform team, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative experiences for clients in retirement. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
Job responsibilities
- Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
- Understands the retirement industry products, solutions, and competitive landscape to inform which initiatives and features to prioritize
- Considers and plans for upstream and downstream implications of new product features on the overall product experience
- Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
- Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
- Writes the requirements, epics, and user stories to support product development
Required qualifications, capabilities, and skills
- 5+ years of experience or equivalent expertise in product management or a relevant domain area
- Subject matter expertise across banking, investment, and/or insurance and annuity solutions. Strong understanding of retirement income methodologies and withdrawal strategies
- Deep knowledge of wealth management advisor tools, including advisor desktop and planning applications
- Proven experience in financial planning, wealth management, or a related area
- Knowledge of retirement landscape; highly detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets knowledge)
- Proficient knowledge of the product development life cycle
- Experience in product life cycle activities including discovery and requirements definition
Preferred qualifications, capabilities, and skills
- Experience with Agile Framework and tools such as Jira and Confluence
- Excellent communication skills; ability to explain complex concepts in a clear and concise manner
- Strong organizational skills and the ability to manage multiple tasks simultaneously