Senior Associate, Retirement & Institutional Custody Product Management

TL;DR

Senior Associate, Retirement & Institutional Custody Product Management: Supporting the development and management of retirement and institutional custody services for Fidelity's intermediary clients with an accent on product management and client interface. Focus on collaborating with technology teams and vendors to ensure optimal client outcomes.

Location: Hybrid (onsite every other week in Smithfield, RI)

Company

hirify.global is a leading financial services corporation.

What you will do

• Support product management and development for retirement products and institutional custody services.
• Interface with clients, vendors, and internal stakeholders to oversee product management requirements.
• Drive new product initiatives and ensure current products meet specifications.
• Collaborate with technology teams to establish client-ready outcomes.
• Provide clear progress updates to senior management based on business needs.

Requirements

• Bachelor’s degree or equivalent.
• 5+ years of experience with RIAs, Broker Dealers, and independent record keepers.
• Strong knowledge of retirement products and operational nuances.
• FINRA Series 99 and 7 required or willingness to acquire.
• Trust accounting experience is a plus.