We're Looking for an experienced Product Manager!About the Role: As an
Product Manager youwill own the product outcome for the Annuity and Retirement Plan Forms area within Security Benefit's CCDM operating model, independently owning product direction and the Epic-level backlog for policyholder- and plan-participant-facing forms - new business applications and enrollments, compliance documents, and post-issue policy change forms - across annuity and retirement plan product lines. Operating independently on standard product management cases, the PM serves as the voice of the customer, maintains the Epic-level backlog, defines the 6-9 month product roadmap, and drives quarterly planning and value delivery for forms governance and regulatory alignment. This is the core professional-level role in the Product Management series - expected to function without daily supervision while escalating complex or ambiguous decisions appropriately.
The Product Manager position reports to the Vice President, Portfolio Strategy & Delivery and can be based out of our office in Topeka or Overland Park, Kansas. We work a hybrid schedule, offering flexibility to work both remotely and on-site.
- Define and maintain a 6-9 month Epic roadmap for forms modernization, aligned to Security Benefit's strategic themes and CCDM operating model
- Communicate product vision and roadmap for the forms backlog to stakeholders, delivery team, and leadership
- Own the end-to-end forms inventory across three document types - New Business (applications, enrollments, suitability), Compliance Documents (disclosures, prospectus materials, buyers guides), and Post-Issue Policy Changes (financial and non-financial changes)
- Identify and validate product opportunities based on customer needs, regulatory change, and business priorities, including forms governance, version control, and sunset schedules
- Serve as an expected primary source of portfolio intake and lead cross product team and / or cross business team collaboration - surfacing forms needs from Legal/Compliance, Operations, Product Management, Marketing, and Sales, converting them into Initiatives once they meet the Predefined Portfolio Governance Thresholds
- Own Epic-level backlog prioritization, balancing regulatory deadlines, customer comprehension, compliance requirements, risk, and delivery capacity
- Collaborate with Product Team BAs on story readiness and acceptance criteria for form changes - story-level detail is owned by the BA where a BA exists; otherwise by the product team, with Delivery Manager facilitation
- Partner with the Tech Lead on Enabler Epic identification and sequencing for forms automation and digital delivery
- Drive quarterly objective setting and Epic prioritization for QPE; present the prioritized Epic list and commit to quarterly objectives and Epic targets
- Serve as the primary point of contact for business stakeholders - Legal/Compliance, Operations, Product Management, Sales, and Design partners - in the forms product area
- Represent customer needs - financial professionals, policyholders, plan participants, and SB associates - to the delivery team
- Define and track KPIs and OKRs for delivered increments - including error rates, cycle time, and filing turnaround - and confirm value realization when Initiatives complete
- Ensure product processes comply with internal audit requirements, state insurance filing requirements, DOL/ERISA regulations, IRS rules, NAIC model regulations, and license agreement delivery tracking
- Provide Initiative health data to Portfolio Governance for portfolio-level reporting
What We're Looking For:- Bachelor's degree in Business, Finance, Insurance, Communications, or related field, or equivalent work experience
- 2-4 years of product management experience in annuity, life insurance, or retirement plan operations, compliance, or a technology-enabled environment
- Working knowledge of annuity contract structures, retirement plan types (DC/DB, IRA, 401(k)/403(b)), and related regulatory frameworks (ERISA, IRS, state insurance law)
- Experience owning a product backlog and driving Agile delivery ceremonies
- Demonstrated ability to translate complex or legal concepts into clear customer language and product requirements
- Strong communication and stakeholder management skills
- Familiarity with Agile/Scrum frameworks and product management tooling (Jira, Azure DevOps, or similar)
Preferred Qualifications:- Experience with forms design/automation tooling
- Certified Scrum Product Owner (CSPO), SAFe Product Owner/Manager, or equivalent
- Prior experience at a life insurance carrier, annuity issuer, TPA, or retirement plan recordkeeper
Why Choose Security Benefit?When you join our team, you're not just getting a paycheck - you're getting a career path full of growth opportunities, plus a robust benefits package that puts your well-being first. Here's what you can expect as a full-time Security Benefit associate:
- Competitive salary and annual incentive bonuses to reward your contributions.
- 33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
- Paid parental leave after 90 days of service.
- Comprehensive medical, dental & vision insurance.
- 401(k) with company match, plus Profit Sharing & Savings Plan.
- Short- and Long-Term Disability Insurance to give you peace of mind.
- Flexible Spending Accounts for medical and dependent care.
- Life Insurance to protect your loved ones.
- Educational assistance to support your career development.
- Associate assistance programs for your personal and professional well-being.
Ready to Make an Impact?Apply today by visiting our career page to submit your resume. We're excited to meet you!
