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Director, Product Development
WealthVest Bozeman, MT
$150k-194k (estimate)
Full Time 3 Weeks Ago
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WealthVest is Hiring a Director, Product Development Near Bozeman, MT

About WealthVestWealthVest Marketing—based in Bozeman, MT—is a financial services marketing and distribution firm specializing in high-quality fixed and fixed index annuities from many high-quality insurance companies. For the 10,000 baby boomers who are retiring daily, retirement is top of mind. Americans have purchased $24.2 trillion in retirement assets to ensure their golden years, according to the ICI. WealthVest specializes in the marketing and distribution of these essential building blocks of retirement savings for financial professionals and their clients across the nation. As a member of our team, you will be empowered to be innovative, solutions-oriented, and a driver in a culture of continuous improvement. Our goal is to enable you to reach your professional goals and be an integral part of a team of people driving to achieve departmental and overall organizational goals.
Director, Product Development The Product Development & Commercialization team at WealthVest seeks to advance WealthVest’s fixed annuity, fixed index annuity, registered index-linked annuities, variable annuities, structured products and market-linked CDs business through client-centric innovation and commercialization strategies that drive revenue growth and increase market share. The Director, Product & Commercialization will lead and direct product development and commercialization initiatives.
Annuity product development & competitive intelligence
  • Regularly coordinate with insurance company partners and key internal stakeholders to develop a consistent pipeline of new annuity concepts across fixed, fixed index, registered index-linked, and variable annuity concepts and innovation opportunities within the framework of WealthVest’s strategic priorities
  • Organize and lead the research activities vital for proper evaluation and prioritization of product concepts and innovation
  • Direct the development of summary analyses and recommendations for prioritization based on what is selling in the marketplace
  • Direct and communicate annuity competitive intelligence to internal stakeholders
  • Establish a consistent, disciplined marketing strategy to drive flows into bespoke indices in indexed annuities and registered linked annuities
Structured product development & marketing
  • Regularly coordinate with structured product issuers and key internal stakeholders to develop monthly structured product calendars
  • Establish a consistent, disciplined marketing strategy and approach for monthly calendars, and structured product thought leadership by leveraging capabilities across the firm and issuers to maximize revenue growth and market share
Key Requirements, Skills, And Experience
  • Undergraduate degree required
  • Preferred licenses: Insurance license and Series 7
  • Minimum 10 years of experience in the financial services industry focusing on product management for annuities
  • Management experience is a positive
  • Internal sales or external annuity sales experience is a positive
  • Annuity desk experience is a positive
  • Strong understanding of financial markets, investment concepts and styles
  • Strong interpersonal skills necessary to communicate effectively with both internal and external contacts
  • Must be organized and detail-oriented and demonstrate a high level of professionalism
  • Must work well both independently, and as a team member, and be able to manage time under tight deadlines
Benefits
  • Medical
  • FSA HSA
  • Dental
  • Vision
  • Life & AD&D
  • Short Term Disability
  • Long Term Disability
  • Employee Assistance Program
  • 401(k) Roth 401(k) 401(k) matching (up to 3% on both the regular and Roth 401(k) options)
Position TypeFull-time
In-office in Bozeman, MT
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Job Summary

JOB TYPE

Full Time

SALARY

$150k-194k (estimate)

POST DATE

05/25/2024

EXPIRATION DATE

07/20/2024

WEBSITE

wealthvest.com

HEADQUARTERS

Bozeman, MT

SIZE

200 - 500

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