Job Purpose:
- The Investment Solutions Product Development team is responsible for supporting more than $650 billion in assets under management across mutual funds, money markets, 529 College Savings Plans, ETFs and ETNs
- The group is seeking a highly motivated professional to join the 529 Product Development team
- This position will involve interface with key areas which support the 529 product including operations, investments, sales, marketing, legal and compliance, technology and web, and industry initiatives.
Your Responsibilities:
- Serve as a subject matter expert for 529 Plans
- Provide support to sales and service desks and financial advisors including 529 related training sessions
- Possess high level of detail and ability to coordinate multiple projects and meet deadline
- Engage with legal and compliance in all matters pertaining to risk management
- Oversee efforts of operations and technology to address issues and ensure necessary on-going controls
- Assist with the oversight, development, maintenance, and updating of all 529 websites, tools, marketing materials, forms, disclosures, and other materials
- Develop and/or coordinate field- and client-facing communications
- Facilitate reporting requests which includes gathering plan statistics, activity metrics, and tracking of industry data.
Skills and Qualifications:
- Proficiency in financial products including Section 529 plans
- Prior product management and/or project management experience
- Strong verbal and written communication skills
- Attention to detail and ability to multi-task
- Experience with financial intermediary and direct to consumer distribution
- Excellent analytical skills and attention to detail
- Strong judgment in prioritizing, evaluating and sharing information as appropriate, and determining issues requiring escalation
- Ability to work independently, often on multiple assignments concurrently, while adhering to deadlines and the group’s standards
- Strong interpersonal, collaborative and team skills including ability to work with third party investment managers and Financial Advisors
- Proficiency in Word, PowerPoint, and Excel (functions, formulas and macros)
- EOE M/F/D/V Committed to Diversity.
Source: for more information click here.
