Sr. Offer Manager - Integrated Solutions Manager

About the role

Manages the life cycle for a portfolio of complex products and value-add offers that engage and deliver value to the client(s) within an assigned business unit. Specifically responsible for the management of the firm's Integrated Retirement Plan Solutions Offer with key Advisor/Consultant partners, including aggregate plan solutions (PEPs, GOPs, MEAPs).

Responsibilities

• Develops offer road maps and business cases, frames the organization's competitive positioning, and establishes the economics of standard offers.
• Maps the vision of the offer and the deliverables necessary to make it successful.
• Uses data and analysis from more junior staff to understand how to invest and grow offers.
• Advises stakeholders on approaches to improve existing offers and develops new offers based on specialized knowledge of industry trends.
• Serves as the product owner and leads an internal team to build and test prototypes, obtains feedback from sales and end users, maintains product backlogs, holds regular meetings with stakeholders, and manages the product road map for complex products/offers.
• Manages the process of taking new offers to market and getting approval from legal and other internal functions; gets buy-in from client-facing associates and sales to deliver the go-to-market plan.
• Reviews and interprets market assessment scans; prepares recommendations for growth opportunities, pricing strategies, and overall competitive positioning.
• Makes recommendations on which key performance indicators/measurements should be recorded to measure offer effectiveness, and uses analysis done by lower-level staff to create reports that can be used to update management and key stakeholders.

Qualifications

• Bachelor's degree or the equivalent combination of education and relevant experience AND 8+ years of total relevant work experience
• Direct experience structuring Pooled Employer Plan (PEP) solutions
• Experience working with Advisor distribution partners
• Prior Experience working in Product or Offer Management role
• Process improvement capabilities including application of Artificial Intelligence (AI)
• Recordkeeping platform management experience ideally including SS&C TRAC and/or FIS Omni

Requirements

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

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home. Manager may consider a telework option.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

Benefits

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.