Retirement Plan Product & Project Lead (Hybrid)

Sentry; Stevens Point (WI); Hybrid; USD 62,000 - 102,000; Full time

Benefits offered by this job

Hybrid schedule

Meal stipend

Tuition reimbursement

Health insurance

PTO & volunteer time

401(k) match

Caregiver leave

Charitable giving

Job summary

Sentry seeks a Retirement Plan Project Manager to leverage 401(k) expertise in developing and marketing products, supporting growth, retention, and profitability in a hybrid, multi-office setting.

You will coordinate cross-functional projects, conduct market analysis, and monitor product performance to drive strategic initiatives across IT and business teams across the U.S. locations.

Qualifications

• Bachelor’s Degree or equivalent work experience
• 5+ years of related 401(k) industry experience
• Experience and knowledge in retirement product development, project management and strategic project leadership
• Experience and knowledge in the marketing of group and 401(k) products, business to business communications, and sales cycle beneficial
• Industry coursework such as CAPM, PMP, QPFC, CPFA, QKA, ARPC, AIF, AIFA, or CFP beneficial
• Knowledge of qualified retirement plan and group benefit insurance products
• Proficient with Microsoft Power Point and Excel
• Highly effective interpersonal, communication, and presentation skills

Responsibilities

• 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 projects
• Deliver department level projects or assist with cross-department projects, typically involving multiple teams across IT functions or 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 and enhancements
• Monitor product performance, analyze key metrics, and iterate on products to achieve business goals

Skills

Retirement product development

Project management

Strategic leadership

B2B marketing

Sales cycle knowledge

CAPM/PMP/QPFC/CPFA/QKA/ARPC/AIF/AIFA/1

Qualified retirement plan knowledge

Interpersonal skills

Presentation skills

Education

Bachelor’s Degree or equivalent work experience

Tools

Microsoft PowerPoint

Microsoft Excel

Job description

Sentry seeks a Retirement Plan Project Manager to leverage 401(k) expertise in developing and marketing products, supporting growth, retention, and profitability in a hybrid, multi-office setting.

You will coordinate cross-functional projects, conduct market analysis, and monitor product performance to drive strategic initiatives across IT and business teams across the U.S. locations.