Senior Competitive Intelligence Analyst – Product Management

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as an internal consultant to help understand the competitive landscape of annuities.

• Design and implement ongoing mixed-method research initiatives regarding competitors’ products, rates, service capabilities, sales processes and strategies, technology partnerships, and operational integration capabilities.

• Assist in annuity competitive intelligence programs and projects from planning and research to packaging and sharing insights and conclusions.

• Continuously analyze competitor products and capabilities utilizing both quantitative and qualitative methodologies.

• Create and enhance product battlecards and side-by-side comparisons for competitive sales analysis, intranet applications, and training purposes.

• Develop reports, presentations, and data dashboards to convey research findings and recommendations to stakeholders.

• Conduct Win-Loss evaluations and document the findings.

• Perform ad-hoc research on competitors’ products, capabilities, and associated market information.

• Collaborate with the Market Research Team on mutual projects and information sharing.

• Carry out other assigned responsibilities.

⛳️ Requirements

• A minimum of 5 years of overall industry experience at an annuity carrier, broker-dealer, bank, BD, or BGA in product development, sales, marketing, account management, due diligence, market research, IT, or operations.

• Preferred experience at both an annuity carrier and broker-dealer, or significant interaction with the other.

• Strong familiarity with web-based client- and advisor-facing policy management or advising tools.

• Working technical knowledge of various annuity product types and features.

• Understanding of selling and servicing annuities and their integration within retirement planning.

• Bachelor’s degree is mandatory.

• Relevant advanced degrees, executive education, industry certifications, or licenses are preferred.

• Outstanding written communication and presentation skills, with a proven ability to influence others.

• Experience in a fast-paced and collaborative environment involving multiple stakeholders.

• Familiarity with analytical methods in both business and academic settings.

• Awareness of AI tools, their optimal applications, and limitations.

• Moderate skills in analytic tools.

• Proficiency in Excel is required.

• Familiarity with Power BI, Tableau, or similar tools is preferred.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance.

• Mental health benefits.

• Employee assistance program.

• Paid time off.

• Paid parental leave.

• Short-term disability benefits.

• Cultural observance day.

• Contributions to healthcare accounts.

• Pension plan.

• 401(k) plan with company matching.

• ProHealth Rewards wellbeing platform offering cash rewards.

• Annual incentives based on individual and company performance.