Analyst, Product Concept Development

Jobtailor; California (MO); On-site; USD 52,000 - 68,000; Full time

Job summary

Jobtailor is seeking an experienced documentation professional to organize and maintain product specifications and supporting files across teams in the retirement industry.

The role emphasizes precise record-keeping, template-driven documentation, and collaboration with directors and business analysts to capture decisions, track issues, and ensure alignment before launches and post-launch reviews.

Qualifications

• Bachelor's degree required or equivalent
• 2+ years of professional office experience in financial services, insurance, or documentation roles preferred
• Basic knowledge of annuity products or willingness to learn retirement industry
• Strong written communication and editing skills with focus on formatting and clarity
• Good collaboration across multiple team functions
• Detail-oriented with ability to maintain accurate records and templates
• Experience writing basic business requirements, meeting summaries or project documentation preferred
• Familiarity with MS Office, Confluence, SharePoint

Responsibilities

• Organizes product documentation to improve clarity and team readiness before files move downstream.
• Maintains precise project files to help teams identify basic design gaps and dependencies early.
• Supports the Director and cross-functional teams by keeping product specifications and supporting files up-to-date.
• Preserves history logs so future enhancements and business decisions are clearly recorded.
• Assist the Director and product leadership by capturing information from product discussions, scoping documents, meeting notes, and stakeholder inputs.
• Draft and update clear product specifications using established templates to document features, assumptions, and open questions.
• Log and track open issues, conflicts, and items requiring clarification from cross-functional partners.
• Review draft documentation for formatting consistency, spotting administrative complexities or edge cases.
• Maintain organized, searchable files of team decisions, design rationale, and unresolved questions.
• Compile data and documentation variations to help the Director evaluate different options.
• Provide administrative support during downstream implementation, launch preparation, and post-launch reviews.
• Coordinate with business analysts to deliver completed documentation packages to cross-functional teams.

Skills

Strong written communication

Attention to detail

Collaboration

Documentation management

Education

Bachelor's degree in business, finance, communications, economics, or related field

Tools

MS Office

Confluence

SharePoint

Job description

• Organizes product documentation to improve clarity and team readiness before files move downstream.
• Maintains precise project files to assist teams in identifying basic design gaps and dependencies early.
• Supports the Director and cross‑functional teams by keeping product specifications and supporting files up-to-date.
• Preserves history logs so future enhancements and business decisions are clearly recorded.
• Assist the Director and product leadership by capturing information from product discussions, scoping documents, meeting notes, and stakeholder inputs.
• Draft and update clear product specifications using established templates to document features, assumptions, and open questions.
• Log and track open issues, conflicts, and items requiring clarification from cross‑functional partners.
• Review draft documentation for formatting consistency, spotting clear administrative complexities or edge cases.
• Maintain organized, searchable files of team decisions, design rationale, and unresolved questions.
• Compile data and documentation variations to help the Director evaluate different options.
• Provide administrative support during downstream implementation, launch preparation, and post‑launch reviews.
• Coordinate with business analysts to deliver completed documentation packages to cross‑functional teams.

Requirements

• Bachelor’s degree in business, finance, communications, economics, or a related field.
• 2+ years of professional office experience (financial services, insurance, or documentation internships preferred).
• Basic knowledge of annuity products or a strong willingness to learn the retirement industry.
• Strong written communication and editing skills, with a focus on formatting and clarity.
• Good collaboration habits and the ability to work supportively across multiple team functions.
• Detail-oriented approach with the ability to maintain accurate records, templates, and supporting files.
• Prior experience writing basic business requirements, meeting summaries, or project documentation preferred.
• Familiarity with standard spreadsheet, word processing, and collaboration software (e.g., MS Office, Confluence, SharePoint).

Core Competencies

Demonstrates strong written communication and editing skills, with a focus on clarity and formatting. Maintains organized documentation and supports cross‑functional teams in the retirement industry through effective collaboration and attention to detail.

Highest‑signal resume keywords

• Strong Written Communication
• Detail‑Oriented Approach
• Basic Business Requirements Writing
• Collaboration Across Teams
• Familiarity With MS Office

ATS Optimization Keywords

Hard Skills

• Project Documentation
• Business Requirements Writing
• Meeting Summaries
• Data Compilation
• Formatting Consistency

Soft Skills

• Collaboration
• Attention to Detail

Industry Keywords

• Annuity Products
• Retirement Industry
• Financial Services
• Insurance

Tools & Technologies

• MS Office
• Confluence
• SharePoint