Job Description

Drive strategic Home Office partnerships to new heights—delivering operational excellence, technical leadership, and proactive solutions that anticipate Advisor needs and accelerate business growth.

As the Senior Retirement Product Manager within Asset Management you will oversee a portfolio of Home Office strategic relationships, acting as the primary liaison. This role is responsible for delivering operational excellence, technical leadership, and proactive issue resolution. By gaining a deep understanding of both Home Office and Advisor needs, you will provide outstanding client service, operational support, and customized solutions that align with each Home Office’s strategic goals. Your leadership ensures seamless communication, anticipates challenges, and drives continuous improvement, fostering strong partnerships and supporting business growth. The position requires a client-centric approach, strategic thinking, and the ability to adapt solutions to meet evolving objectives, ultimately enhancing the value and effectiveness of Home Office relationships.

As Senior Retirement Product Manager, you help define, refine, and deliver client engagement strategies for a portfolio of Home Office relationships. Acting as the primary liaison, you will support operational excellence, technical leadership, and proactive issue resolution, ensuring seamless communication and partnership growth. Leveraging your understanding of Home Office and Advisor needs, you provide tailored solutions and outstanding client service that align with each Home Office’s strategic objectives. You will apply best practices to anticipate challenges, drive continuous improvement, and foster strong partnerships that support business growth. Your client-centric approach and ability to adapt solutions to evolving objectives enhance the value and effectiveness of Home Office relationships.

Job responsibilities

• Cultivating and sustaining strong relationships with a portfolio of Home Offices. Acting as the primary point of contact and product expert for the Retirement Platform Business, facilitating client satisfaction, partnership growth, and resolution of operational matters
• Leading product launches for key partnerships by building project plans, managing milestones, collaborating with the National Accounts Team and Home Offices
• Creating and maintaining operational procedures. Providing intermediary Product and Operations support for tasks such as investment approvals, 3(38) line-up changes, and establishing data feeds
• Establishing governance to ensure all client interactions and plan activities align with Home Office Selling Agreements, regulations, and firm policies; proactively identifying, documenting, and mitigating operational, fiduciary, and reputational risks
• Developing and maintaining Home Office playbooks for the Sales and Service Team, and periodically delivering field training
• Coordinating and responding to all RFP and Due Diligence Requests
• Understanding Home Office objectives and constraints, partnering with National Accounts to deliver tailored solutions
• Tracking and analyzing aggregated plan health metrics and providing executive-ready reporting to the National Accounts Team, supporting commentary requests

Required qualifications, capabilities, and skills

• Bring a minimum of 10 years’ experience in the retirement industry
• Hold a Bachelor’s degree in Finance/Business Administration
• Demonstrate proven experience in Product, Operations, and Client Management within financial services, preferably with a focus on retirement plans, National Accounts, and Home Offices
• Possess a strong understanding of 401(k) plan administration, operation, compliance, and investment strategies
• Exhibit excellent communication, judgment, negotiation, and interpersonal skills
• Build and maintain strong senior-level client relationships and strategic partnerships
• Apply an analytical mindset to interpret data and provide actionable recommendations

Preferred qualifications, capabilities, and skills

• MBA or relevant professional certification as a plus