Sr Product Leader-Leader of Protection Products

About the role

The Senior Product Leader – Protection is accountable for setting and executing the firm’s Protection strategy to ensure advisors and branch teams have competitive, high-quality products and support to help clients meet their financial goals. This role provides enterprise-level leadership for protection solutions while building strong internal and external partnerships.

Responsibilities

• Lead the end-to-end Protection strategy, driving product design, innovation, and portfolio evolution based on client, branch, and market insights aligned with firm advice standards.
• Lead teams responsible for product partner relationships across Life, Disability, and Long-Term Care. Oversee portfolio governance, including recommendations to add, remove, or modify products and partners.
• Identify gaps and growth opportunities and execute plans to address them.
• Approve and oversee partner business plans aligned with firm strategy. Ensure product literature and wholesaling support are high-quality, compliant, and aligned with firm messaging. Resolve complex escalations using root-cause and systems-based thinking.
• Serve as the firm’s Protection expert with deep knowledge of product features, pricing, and competitive positioning. Represent the firm with product partners, at industry events, and in relevant external forums.
• Monitor and interpret tax, legal, and regulatory developments affecting Protection products. Shape firm positions and lead risk mitigation strategies to protect clients and the enterprise.
• Lead and participate in cross-divisional initiatives, governance committees, and strategic projects. Partner closely with Branch Development, Compliance, Finance, Legal, Product Review, Operations, and Solutions teams.
• Attract, develop, and lead high-performing leaders and associates, fostering a collaborative culture focused on results, accountability, and professional growth.

Requirements

• Bachelor’s degree required; quantitative discipline preferred
• Series 7, 66, and State Life/Health licenses required within 12 months
• Advanced degree or professional designations preferred (e.g., CFP, CFA, CLU, ASA/FSA, CPA)
• 15+ years of financial services experience; 10+ years in Protection strongly preferred
• Proven senior leadership experience

Qualifications

• Proven track record of successful leadership and management experience
• Strong understanding of financial planning and investment principles
• Experience in product development, marketing, and sales
• Excellent communication and interpersonal skills
• Ability to work collaboratively with cross-functional teams
• Knowledge of regulatory requirements and compliance

Skills

• Strategic thinking and problem-solving skills
• Strong negotiation and relationship-building abilities
• Effective written and verbal communication skills
• Ability to manage multiple priorities and deadlines
• Proficiency in Microsoft Office Suite

Benefits

• Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability, basic life, and basic AD&D coverage (provided at no cost)
• 401(k) retirement plan
• Tax-advantaged accounts: health savings account, and flexible spending account
• 10 paid holidays
• 15 days of vacation per year
• Personal days and sick time
• Paid day for volunteerism
• Opportunities for bonuses and profit sharing
• Employee Assistance Program

Pay

Compensation provided for using, not obtaining, the rating.

Schedule

Full-time position.