Product Manager, Retirement

Location: Jersey City, New Jersey US

Notice

This position is no longer open.

Job Number: 3255

External Description:
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first.


SUMMARY

We are looking for a product management professional with a background in financial services with a focus on retirement to join our Investing team. Successful candidate will possess retirement industry knowledge (particularly on IRA accounts), experience working with key organizational partners, such as Marketing, Sales, Customer Service, Customer Education and Technology, as well as key skills, including strategy development, project management, communication and problem-solving. Ideal candidate will have an understanding of both the traditional sales of brokerage products through financial advisors as well as the digital channel.

Desired candidate is someone who thrives in a and results-oriented, team environment, welcomes challenge, embraces change, is creative and can learn fast. We are seeking an individual that can have strong empathy for retirement customer needs, and will design customer-focused solutions, based on customer feedback, competitive trends, and business results.

The Product Manager will assist in shaping retirement business strategy, developing needs-based solutions, tools, and customer education that will assist in helping E*TRADE attain a stronger position in the retirement space.

RESPONSIBILITIES

E*TRADE's target retirement customers are long term investors in the mass affluent segment. Candidate must be able to strategically assess these customer's needs, come up with retirement solutions, assess the costs, benefits and risks of potential opportunities, define business specifications, and work within a cross-functional, agile team to manage the rollout of projects.

Key responsibilities for this job are:

  • Keep the pulse of the competitive environment and retirement industry trends. Work with Business Intelligence to gather customer, industry and business data to support decisions and strategic direction
  • Design the strategy for the retirement business
  • Create and lead key initiatives to take our Retirement offering to the next level. Assist in creating new retirement experiences, tools and solutions. Track the results of existing solutions and identify ways to enhance these. Ensure that all initiatives are not only viable and feasible, but also create customer value
  • Work closely with a variety of teams, including Sales, Training, Marketing, User Experience, Design, Technology,
  • Customer Education, Compliance, and Legal in an agile project environment to design retirement solutions. Manage rollout of solutions in a timely manner
  • Act as a retirement subject matter expert for the entire organization
  • Work with the Customer Education and Sales teams to develop timely retirement, guidance and investing content including web / branch seminars, videos, and articles. Regularly monitor content and implement any necessary changes
  • Monitor and understand regulatory changes and implement necessary updates to training materials, forms, applications, and web pages
  • Manage external vendor relationships, if necessary


REQUIREMENTS

REQUIREMENTS
  • 3+ years of experience within financial services, either in a product strategy, retirement/investing product management, project management or other similar role
  • Excellent working knowledge of individual and small business retirement products and accounts (Traditional IRA,
  • Rollover IRA, Roth IRA, SIMPLE, SEP, Individual 401(k), Profit Sharing)
  • Hands-on team player that will work seamlessly with a variety of key partners across the organization, such as Sales, Service, Marketing, Design, Technology...
  • Experience with Agile methodology and tools used in agile project management (e.g., JIRA, Confluence) is a plus
  • Consumer empathy is a must. Experience with digital customer experience (education, online tools...) is a plus
  • Strong project management skills; ability to manage several projects simultaneously. Experience with efforts such as product strategy design, product launches and regulatory change implementation is preferred
  • Proven ability to think strategically and creatively to design solutions that meet E*TRADE clients' needs through both online and off-line channels
  • Strong analytical skills
  • Good understanding of the business model for retail brokerage. Should be able to articulate the business purpose and the key metrics of a broker dealer
  • Excellent written and oral communication skills with the ability to communicate complex issues to cross functional partners
  • Expert in Microsoft Office applications, such as PowerPoint and Excel

EDUCATION, CERTIFICATION, TRAINING
  • BA/BS in business, finance, management, marketing or related field required. MBA is a plus, but not required
  • Project management experience, particularly management consulting experience is a plus. Experience in product strategy roles is a plus
  • Series 7 and industry designations, such as CRPC, CISP, CFP are a plus


We offer a competitive and comprehensive benefits package. Please visit https://www.etradecareers.com/why-work-at-etrade/employee-benefits/ to learn more about the opportunities.

E*TRADE Financial is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.

Job Number: 13442

Community / Marketing Title: Product Manager, Retirement

Location_formattedLocationLong: Jersey City, New Jersey US