Senior Director, Pooled Plans Product Development

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

📋 Description

• Formulate and oversee strategies to accelerate growth and service models for all types of pooled plans.

• Work collaboratively across various functional areas to identify and document model gaps during the RFP and pre-sales consulting phases.

• Examine market trends, data, and the competitive landscape to pinpoint opportunities for pooled plan products.

• Convert market conditions into actionable product development and enhancement strategies.

• Suggest product features, competitive positioning, profitability objectives, sales targets, and key milestone dates.

• Identify and prioritize product concepts while building a pipeline for future enhancements in partnership with pricing, marketing, sales, and operations teams.

• Direct the development, design, and upkeep of significant institutional PEP relationships.

• Collaborate with distributors, Marketing, Finance, IT, and other stakeholders regarding product and launch decisions.

• Provide updates and reports on the Pooled Plan business and ongoing initiatives.

• Serve as the subject matter expert in retirement business for PEPs, MEPs, and Exchange plans.

• Promote collaboration, transparency, quality delivery, accountability, and continuous improvement within the team.

• Offer leadership through coaching and performance management.

⛳️ Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related discipline.

• Twelve years of experience in retirement services, product management, or financial services, showcasing deep expertise in pooled plan products.

• Eight years of management experience in leading and developing teams.

• Proven expertise in pooled plan design, service models, and the regulatory considerations of the retirement industry.

• Capability to create and implement product strategies and roadmap initiatives.

• Strong comprehension of retirement plan operations, distribution models, and pricing/profitability dynamics.

• Experience leading cross-functional initiatives and influencing stakeholders in Product, Sales, Marketing, Finance, Operations, and Technology.

• Advanced analytical abilities for interpreting market trends, competitive intelligence, and financial data.

• A successful track record in managing complex product portfolios and large institutional client relationships.

• Experience supporting RFP processes, pre-sales consulting, and product positioning.

• Exceptional communication and presentation skills.

• Strong organizational and prioritization capabilities.

• Proficiency in data analysis tools and reporting solutions.

• Willingness to travel moderately (10–25%) and as needed for internal meetings.

🏝️ Benefits

• Competitive Pay

• Bonus for Eligible Employees

• Benefits Package

• Pension Plan

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

• Paid Time Off starting at 160 hours annually for employees in their first year of service

• Ten (10) paid holidays per year

• Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars

• Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service

• Adoption Assistance

• Employee Assistance Program

• Back-Up Care Program

• PTO for Volunteer Hours

• Employee Matching Gifts Program

• Employee Resource Groups

• Inclusion and Diversity Programs

• Employee Recognition Program

• Referral Bonus Programs