Insurance & Annuities Associate Product

You are a strategic thinker passionate about driving solutions in Product Delivery . You have found the right team.

As a Product Delivery Associate in the Insurance and Annuities Solutions team, you will play a crucial role in transforming how advisors conduct Annuity and Life Insurance business with their clients. You will collaborate closely with product management and development subject matter experts (SMEs), operations and technology teams, and various key stakeholders within the firm. Your responsibilities include supporting the delivery of key projects from the research phase through to release, all aimed at driving business growth. Your role is integral to ensuring that the transformation initiatives are successfully implemented and aligned with the firms strategic objectives.

Job responsibilities

• Collaborate with development teams to drive planning, delivery, and readiness through the end-to-end product development lifecycle, including ideation, implementation, maintece, release, and support.
• Partner with product and development teams to articulate product features through intake/discovery, authoring epics, detailing user stories, and prioritizing and maintaining a healthy backlog.
• Understand project scope and priorities, acting as a subject matter expert in the features supported; identify potential issues and advise on solutions.
• Work within the agile framework to proactively drive changes that support new business policies and meet the unique needs of different client segments.
• Partner with development teams to drive QA and ongoing testing activities, clarifying acceptance criteria and use cases as needed to meet team goals.
• Partner with teams within the businesses supported on various technology deployments, including goverce and approvals when applicable.
• Work collaboratively with stakeholders across lines of business (LOBs), technology engineering leads, developers, and UX to deliver iterative improvements and continuous growth.

Required qualifications, capabilities and skills

• Minimum of 7+ years of experience in ficial services, with expertise in wealth management, insurance, annuities, product or project management, banking technology, or a closely related business focused on strategic or transformational change.
• Demonstrate strong product delivery and execution, along with project and program management skills, with the ability to manage varying timelines, priorities, and complexities.
• Have experience with Agile Framework and tools such as Jira and Confluence.
• Exhibit intermediate Microsoft Office skills, including proficiency in Excel, PowerPoint, and Visio.
• Show ability to prioritize and strategically tackle opportunities independently.
• Be a structured thinker and effective communicator with excellent written communication skills, capable of translating and synthesizing data for decision-making.
• Be highly self-motivated, personable, proactive learner and listener, with the ability to remain calm under intense pressure.