Senior Manager of Annuity Product Management
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will manage and enhance an in-market annuity product portfolio. You will maintain product documentation and reporting, coordinate pricing and product initiatives, work with internal and external partners, resolve product inquiries, and contribute annuity expertise and market insights to product development.
Requirements
- Bachelor's degree.
- 5+ years of annuity and insurance experience, including developing, launching, and managing annuity products.
- Deep annuity product expertise.
- Knowledge of financial services products and annuities in retirement planning.
- Understanding of annuity mechanics, riders, taxation, and suitability rules.
- Project management experience influencing cross-functional groups.
- Microsoft Excel expertise.
- Strong communication, critical-thinking, and decision-making skills.
Responsibilities
- Maintain product specifications, collateral, forms, training materials, and performance reporting.
- Review contracts, riders, and prospectus language for consistency with product specifications.
- Coordinate annuity pricing submissions with actuarial and reinsurance partners.
- Publish rate, sales-tracking, and analysis reports.
- Manage external vendor relationships, tool access, and contract processing.
- Coordinate cross-functional product enhancement initiatives.
- Update training and marketing materials for product enhancements.
- Provide annuity expertise, customer perspectives, and market insights for product initiatives.
Benefits
- Comprehensive health care coverage.
- Emotional well-being support.
- Retirement benefits.
- Paid time off.
- Parental leave.
- Charitable giving employee match program.
- Student loan repayment.
- Tuition reimbursement.
- Learning resources.