Retirement Plan Project Manager -- 401(k) Growth

Sentry Insurance; Davenport (IA); Hybrid; USD 62.000 - 93.000; Vollzeit

Benefits dieser Stelle

Hybrid flexibility

Tuition reimbursement

Wellness resources

Paid time off

Zusammenfassung

Sentry is seeking a Retirement Plan Project Manager to provide technical expertise and support for selling 401(k) products, driving growth, retention, and profitability for Sentry Direct Writer sales producers.

The role is hybrid, with offices in Stevens Point, WI; Madison, WI; Davenport, IA; El Paso, TX; or Denver, CO, not fully remote. 5+ years in the 401(k) industry and strong project leadership are required.

Qualifikationen

• Bachelor's degree or equivalent work experience.
• 5+ years in the 401(k) industry.
• Knowledge in retirement product development and project leadership.
• Experience in marketing of group/401(k) products and B2B communications.
• Relevant certifications (CAPM, PMP, QPFC, CFP) are beneficial.

Aufgaben

• Coordinate and track projects ensuring on-time, in-scope delivery.
• Deliver department-level or cross-department projects across IT and business areas.
• Communicate product updates and challenges to stakeholders at all levels.
• Conduct market research and competitive analysis to identify opportunities.
• Monitor product performance and iterate to achieve business goals.

Kenntnisse

Retirement plan knowledge

Project management

Stakeholder communication

Market research

Product performance analysis

Ausbildung

Bachelor's Degree or equivalent

CAPM, PMP, QPFC, CFP (certifications)

Tools

Microsoft PowerPoint

Microsoft Excel

Jobbeschreibung

Sentry is seeking a Retirement Plan Project Manager to provide technical expertise and support for selling 401(k) products, driving growth, retention, and profitability for Sentry Direct Writer sales producers.

The role is hybrid, with offices in Stevens Point, WI; Madison, WI; Davenport, IA; El Paso, TX; or Denver, CO, not fully remote. 5+ years in the 401(k) industry and strong project leadership are required.