Retirement Plan Product Manager

Sentry Insurance; Madison (WI); Hybrid; USD 105,000 - 145,000; Full time

Benefits offered by this job

Hybrid work model

Tuition reimbursement via Sentry U

Comprehensive benefits including HSA/F

Paid time off & volunteer time

Job summary

Sentry is seeking a Senior Retirement Plan Analyst to apply technical retirement- plan knowledge to develop and market 401(k) products. You’ll coordinate projects across IT and business lines, while communicating progress to stakeholders and driving product opportunities.

You will help monitor metrics, conduct market research, and refine products to align with strategic goals. This hybrid role offers flexibility with on-site collaboration and remote work options.

Qualifications

• Bachelor-grade education with focus on retirement plans or related field.
• Strong knowledge of qualified retirement plan and group benefited products.
• Experience in marketing and sales cycles for B2B products.

Responsibilities

• Provide project coordination and support ensuring on-time, in-scope delivery of assigned initiatives.
• Deliver department-level or cross-department projects across IT and business areas.
• Communicate product updates, progress, and challenges to stakeholders at all levels.
• Conduct market research, competitive analysis, and customer feedback analysis to identify new product opportunities.
• Monitor product performance, analyze key metrics, and iterate on products to achieve business goals.

Skills

401(k) industry experience

Project management

Strategic leadership

Marketing of retirement products

Sales support

Communication & presentation

Education

Bachelor’s degree or equivalent

CAPM

PMP

QPFC

CPFA

QKA

ARPC

AIF

AIFA

CFP

Tools

Microsoft PowerPoint

Microsoft Excel

Job description

In this role, you will provide technical knowledge & support during the sales of 401(k) products to achieve growth, retention & profitability among Sentry Direct Writer sales producers.This position will be located at our office in Stevens Point, WI, Madison, WI, Davenport, IA or El Paso, TX in a hybrid work model and is not a fully remote opportunity.For this position, Sentry does not offer employment to holders of F-1, J-1, and H-1 Visas.What You'll DoAs a Senior Retirement Plan Analyst, you’ll leverage your technical retirement plan knowledge and experience in the development and marketing of 401(k) products. Along with this responsibility you will:Provide project coordination and support including, but not limited to tracking and coordination of various projects and initiatives ensuring the on-time and in-scope delivery of assigned projectsDeliver department level projects or assist with cross-department projects, typically involving multiple teams across IT functions or business areasCommunicate product updates, progress, and challenges to stakeholders at all levelsConduct market research, competitive analysis, and customer feedback analysis to identify new product opportunities and enhancementsMonitor product performance, analyze key metrics, and iterate on products to achieve business goalsWhat it TakesBachelor’s Degree or equivalent work experience5+ years of related 401(k) industry experienceExperience and knowledge in retirement product development, project management and strategic project leadershipExperience and knowledge in the marketing of group and 401(k) products, business to business communications, and sales cycle beneficialIndustry coursework such as CAPM, PMP, QPFC, CPFA, QKA, ARPC, AIF, AIFA, or CFP beneficialKnowledge of qualified retirement plan and group benefit insurance productsProficient with working in Microsoft Power Point and ExcelHighly effective interpersonal, communication, and presentation skillsHere is what you can look forward to as part of our team:At Sentry, your total rewards go beyond competitive compensation. We’re committed to supporting the whole you, which is why we offer a comprehensive package designed to help you thrive both professionally and personally.Hybrid Flexibility: Enjoy the best of both worlds. With optional work from home on Mondays and Fridays and join your team in the office Tuesday through Thursday to collaborate and learn. We provide the technology and tools you need for both your office and home workspace from day one.Dining on Us: Depending on your location, we may provide a stipend that can be used at our on-site cafeteria or a meal allowance to keep you fueled.Continuous Learning: Unlock your potential through Sentry University and take advantage of our tuition reimbursement program.Comprehensive Benefits: We support your whole self with group medical, dental, and vision insurance along with parental leave, pet insurance, caregiver leave, and wellness resources. Options for HSA, FSA, and Dependent Care FSA are available.Work-Life Balance: Enjoy your generous Paid Time Off allowance to rest and take advantage of paid Volunteer Time Off to support your community.Investing in Your Future: We’re committed to your long-term financial well-being. We offer a 100% company match on the first 8% you contribute to your 401(k) each pay period, and those funds vest immediately.Giving Back: Through the Sentry Foundation, we’re proud to support the United Way and make a difference in our communities.Why Join Sentry?At Sentry, we believe our people are the heart of our success. We’re proud to be recognized for the culture we’ve built, earning spots on Forbes’ lists for America’s Best Midsize Employers and Best Employers for New Grads, as well as Newsweek’s America’s Greatest Workplaces for Women and Diversity. These honors reflect our commitment to your professional satisfaction and growth.Building on a LegacyOur future is bright, but it’s anchored in a long history of stability. Since our founding in 1904, we’ve dedicated ourselves to helping businesses protect their futures. That trust has made us one of the largest and most financially stable mutual insurance companies in the U.S. We’re proud to have maintained an A+ rating from A.M. Best, the industry’s leading authority, for over 30 years.Your Career, Our CommunityWhether you’re working at our headquarters in Stevens Point, Wisconsin, or one of our many offices across the country, you’ll find a challenging and rewarding environment. Explore the Our Teams tab on our Career Page to see the diverse career paths we offer, with a focus on ongoing development and professional growth.Ready to own your future? Join us at Sentry, opportunities await!Casey Van Der GeestTalent Acquisition [e-mail] Employment OpportunitySentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.