Job Description:

Business Overview

Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by providing best in class, integrated products in the most intuitive, efficient and client friendly way while maintaining a forward thinking mindset and risk management focus. RPWS is responsible for both the institutional and personal retirement capability set to include 401(k), Equity and Health Benefit plans for companies of all sizes as well as college savings, personal retirement planning, retirement income, insurance and estate planning for individuals. RPWS also provides tools and content that enables advisors and bankers to help their client’s live their best financial lives.

Job Description

As a member of the Institutional Retirement Product Management team, the Product Manager will provide support for DB/ITCS/NQDC products including the
integrated record-kept Nonqualified Deferred Compensation so NQDC Investment Only offerings, Defined Benefit and Institutional Trust and Custody solutions.
Responsibilities will include understanding the needs of the products, providing solutions and enhancements, processing and oversight of NQDC sales, managing
third party relationships, and maintenance of product related resources for strategic, operational, regulatory and policy changes.
Other responsibilities of the Product Manager will include:
• Providing support to the development of enhancements to the client facing websites (Benefits OnLine (BOL) platform) as it relates to integrated offering
• Supporting and maintaining monthly billing, validation and invoicing approvals relating to relationships with third party provider
• Collaborating and/or leading initiatives and issue resolutions with third party providers as needed
• Understanding and experience with vendor contracts and marketing agreements including renegotiations
• Supporting Financial Advisors/Retirement Plan Specialist/Internal Sales Desk, Client Relationship team and Trust Officers to resolve day to day inquiries
• Sales Support – annual review of RFP Q&As and SME for individual RFPs, including assisting underwriting in plan and trust reviews and 409A compliance, in
addition to accessing plan design and third party platform compatibility
• Coordinating projects with various internal departments including Sales, Service, Technology, Marketing, Legal, Risk, Compliance and other control partners
• Understanding, awareness and knowledge of industry and regulatory trends with ability to access requirements and recommend enhancements as necessary

Required Skills

•Bachelor degree strongly preferred or equivalent experience
•Minimum of 7 years related experience and detailed knowledge of nonqualified deferred compensation plans, IRC Section 409A
and/or rabbi trusts, IRS Notice 2008-113
•Familiarity with the use of corporate owned life insurance for financing NQDC
•Strong project management, communication and critical thinking skills
•Must work well in both a team environment and independently
•Must be detail oriented with the ability to effectively manage multiple projects simultaneously
•Travel as needed <5%.

•Advanced knowledge of MS Excel, Access and SharePoint is a plus

Shift:

Hours Per Week: