Product Manager

• Onboard and manage complex investments across all Executive Benefit lines of business, including PPLI
• Create and maintain procedures and tools for monitoring new and ongoing client investments
• Provide insights/recommendations for efficiencies and process improvements
• Maintain close collaboration with internal and external stakeholders spanning legal, investments, distribution, administration, investment managers and systems.
• Manage and lead the process of administering allocations into and out of exempt funds
• Execute on routine tasks of the role with independent thinking
• Support a growing market that is expected to have evolving demands, requiring fast paced timelines
• Serve as a resource to applicable internal/external stakeholders.
• Carry out duties in compliance with all state and federal regulations and guidelines.
• Complies with all company and site policies and procedures.
• Remain current and curious on profession and industry trends.

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