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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in product management and development, with a strong focus on strategic thinking, profitability analysis, and cross-functional collaboration. Proven ability to drive product vision, execution, and performance measurement while enhancing client satisfaction.
Highest-signal resume keywords
Product ManagementProduct DevelopmentStrategic ThinkingProject ManagementFINRA Series 6 or 7
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product StrategyProduct Lifecycle OperationsMarket AnalysisCompetitive PositioningOperational Problem SolvingPerformance MeasurementExecution RoadmapsClient Satisfaction
Soft Skills
CollaborationAccountabilityResiliency
Certifications & Qualifications
FINRA Series 63FINRA Series 24
Industry Keywords
Retirement ProductsCross-Functional PartnershipsBusiness Results MonitoringProduct Feature Modification
About the role
Key responsibilities & impact- Lead collaboration across teams and stakeholders to drive retirement products forward
- Develop product strategy based on profitability, competitiveness, performance expectations, organizational needs, and execution roadmaps
- Build and maintain cross-functional strategic partnerships across the enterprise
- Develop product offerings and strengthen product lifecycle operations and client satisfaction
- Analyze business, markets, competition, and user requirements to ensure competitive product positioning
- Define strategy and resolve complex operational and process problems throughout product development and modification
- Partner with technology teams on operationalization and product lifecycle needs
- Drive product vision, roadmap, plan execution, and delivery for the product suite
- Directly manage product teams
- Establish product performance measurement and metrics
- Monitor business results and recommend product feature and positioning modifications
- Assess product profitability and viability against organizational objectives
Requirements
What you’ll need- 10+ years of work experience
- University degree preferred
- FINRA Series 6 or 7, Series 63, and Series 24 registrations indicated
- Expertise in product management and product development
- Experience with strategic thinking, go-to-market, project management, accountability, and resiliency
- Ability to work in a collaborative in-office environment
- Ability to work in the United States
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work life offerings
- Financial well-being support
- Learning experiences and development pathways
- AI tools and future-focused skills
- Performance-linked incentive program may be available depending on the role
- Reasonable accommodation support for the online application process
- Drug-free and smoke-free workplace
