Product Owner managing Microsoft Dynamics 365 platform for Blue Cross charity. Collaborates with teams to enhance and optimize the system for better functionality and user adoption.
SF
Hybrid Senior Associate, Retirement & Institutional Custody Product Management
Posted 4 months ago
About the role
- Support product management for retirement and institutional custody services for intermediary Fidelity clients. Interface with clients, vendors, and internal stakeholders to drive product development and daily requirements.
Responsibilities
- Support the development and management of a holistic suite of retirement & institutional custody services
- Interface directly with clients, vendors and internal stakeholders in sales, relationship management, operations and service
- Oversee the daily requirements of product management
- Help drive the next iteration of products and services offered to firms
- Ensure current products and platforms operate to product and client specifications
Requirements
- Bachelor’s degree (or its equivalent)
- 5+ years of experience with RIAs, Broker Dealers, independent record keepers, third party administrators, bank and trust company firms as brokerage clients
- Experience with Defined Contribution and Defined Benefits retirement plans and the many operational nuances they bring to the plan, the record keeper and the advisor
- Trust Accounting experience is a Plus
- Working knowledge and work experience with individual retirement accounts and self-directed brokerage accounts
- Experience with brokerage technology and a basic understanding of vendor integrations, third party record keeping and trust accounting software
- Experience with principal and income accounting, beneficiary disbursements, trustee and investment management fee calculations
Benefits
- Health insurance
- 401(k) matching
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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