Senior Director, Pooled Plans Product Development

This role supports financial discipline around P&L visibility, margin improvement, and business performance. You will partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation in a regulated financial services environment.

Responsibilities

• Develop the strategy for pooled plan growth
• Collaborate to document model gaps during RFP processes
• Analyze market trends for product enhancement opportunities
• Socialize recommendations to product leadership and teams
• Ensure efficient sourcing and prioritizing of product ideas
• Lead development of large institutional PEP relationships
• Provide reports on profitability and product landscape

Requirements

• Bachelor's in Business, Finance, Economics, or related field
• 12 years experience in retirement services or financial products
• 8 years management experience leading teams
• Expertise in pooled plan products like PEPs and MEPs
• Proven ability to translate market insights into product enhancements
• Experience with RFP processes and strategic decisions
• Strong organizational skills and ability to manage competing priorities

Benefits

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability, Medical, Dental, and Vision Insurance
• Paid Time Off starting at 160 hours annually
• 10 paid holidays per year
• Holistic wellness program with coaching
• 15 days paid parental leave
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Inclusion and Diversity Programs

Pay

$200,000 – $225,000 annually

Location: Remote - US based candidates only, no visa sponsorship available