Senior Associate - Annuity & Life Product Management

Job Description:

The Role

The Senior Associate, Annuity & Life Product Management is a key member of the Institutional Custody & Retirement product team and will support the development and management of a holistic suite of retirement and protection products intended for intermediary Fidelity clients like Broker Dealers and RIAs. The associate will also play an important role on the team as a key interface for Fidelity with its carrier community.

The Expertise and Skills You Bring

This role will drive product development in partnership with intermediary clients and related external partners/ vendors. The ideal candidate must have strong domain knowledge in individual fixed and variable annuities, with expertise in life insurance and long-term care products being a plus. Specifically, an understanding of the evolving carrier e-App and DTCC ecosystem for end-to-end electronic annuity order processing and posting will differentiate a candidate.

• Bachelor's degree (or its equivalent).

• 5+ years of experience with annuities, insurance products and the respective marketplace (specifically the insurance carrier or distributor side).

• Experience with a large (top 10) carrier of Annuity products is a big plus.

• Experience with brokerage technology is a plus.

• Ability to interface with clients and translate their needs into product requirements for a customized platform that enables digital annuity order processing.

• Ability to collaborate with a variety of technology teams to establish clear client-ready outcomes that enable annuity platform adoption

• Ability to collaborate with vendors & annuity carriers and their teams to launch industry-leading experiences that comply with the latest industry standards

• Entrepreneurial drive-must be a self-starter and a critical problem solver with attention to detail coupled with the ability to work in a fast-paced and innovative work environment.

• You are curious, driven, collaborative in nature and an excellent teammate.

• Participation in or working knowledge of insurance and annuity industry boards such as DTCC Advisory Board, Insured Retirement Institute, etc. as well as an understanding of their role within the industry.

• Must have your FINRA Series 99 and 7, or willingness to acquire within a prescribed period.

• A history of defining priorities based on business needs and critical metrics and providing clear readouts to senior management on progress.