Senior 401(k) Product Manager

Sentry Insurance

Madison (WI)

Hybrid

USD 105,000 - 145,000

Full time

6 days ago
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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

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.

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