As a Senior Product Specialist within Retirement Solutions, you will play a key role in enhancing product execution, operational excellence, and advisor support. You will partner across business functions to analyze trends, improve workflows, coordinate critical product activities, and drive consistent client and advisor outcomes. This position offers broad exposure to product management, retirement plan services, compliance, and operations while creating opportunities to influence process improvements and business results. If you enjoy combining analytical thinking, collaboration, and problem solving to deliver meaningful impact, this role provides an excellent platform for continued growth and development.
Responsibilities
- Conduct industry and competitor research and deliver insights and recommendations that enhance products, services, policies, procedures, and client outcomes
- Analyze trends, recurring issues, and operational data to identify process improvement opportunities and support informed decision-making
- Manage advisor and business partner inquiries, improve routing and response quality, and ensure consistent service delivery across Retirement Solutions
- Support product approval, compensation, and retirement plan client service activities while appropriately escalating matters requiring business, legal, compliance, or product management decisions
- Maintain and update marketing materials, analytical tools, research resources, and supporting documentation to ensure accuracy and effectiveness
- Own recurring workflow tracking and follow-through, prepare reporting on open issues and trends, and maintain business procedures and audit-ready documentation
- Coordinate audit data preparation, validation, and delivery for retirement plan sponsors and third-party administrators while ensuring timely and accurate completion
- Partner with Sales, Operations, Compliance, Legal, Supervision, Marketing, recordkeepers, and external retirement partners to support product and operational initiatives
Qualifications
- Two or more years of experience in product support, financial services, retirement plans, operations, project coordination, or a related field
- Bachelor’s degree or equivalent combination of education and relevant experience
- Knowledge of employer-sponsored retirement plans, including 401(k) and 403(b) products, is preferred.
- Relationship management and project management skills with the ability to use data to identify trends and recommend solutions
- Experience supporting financial advisors, product managers, recordkeepers, customers, or cross-functional business partners
- Ability to work independently, manage competing priorities, maintain audit-ready documentation, and exercise sound judgment regarding issue escalation
- FINRA registrations or progress toward relevant industry credentials preferred
U.S. Work Authorization & Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated base salary for this role is $71,300 - $98,100 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full time
Exempt
Marketing/Product Management
FPPS Wealth Management Solutions
