Sr Competitive Intelligence Analyst- Product Management (Remote)

Key Responsibilities

Serve as an internal consultant assisting with understanding of the competitive landscape for annuities.

Develop and execute ongoing mixed method research programs focusing on the strength and capabilities of competitors along core competencies: product specifications, product rates, service capabilities, sales process and strategies, technology partnerships and operational integration capabilities.

Supports development of new ongoing annuity competitive intelligence programs and projects through the entire process from planning and research, to packaging and disseminating insights and conclusions.

Analyze competitor products and capabilities on a continuous ongoing basis through quantitative and qualitative methodologies

Creates and improves tactical-level product battlecards and other side-by-side comparisons of products, features, and capabilities for competitive sales analysis, intranet site, and training.

Develop persuasive reports, presentations, and data dashboards to communicate research findings analysis and help make recommendations to key stakeholders.

Conduct Win-Loss evaluations and catalog findings.

Execute ad-hoc research based on situational requests for competitors’ products and capabilities, or other related market information.

Serve as a point of contact for collaboration with the Market Research Team with reciprocal projects and information sharing.

Performs other duties as assigned.

Qualifications & Experience

5 -years of total industry experience at an annuity carrier or broker-dealer (or Bank, BD, BGA, etc.) with experience in one of multiple fields from: product development, sales, marketing, account management, due diligence, market research, IT, or operations.o     Experience at both an annuity carrier and broker-dealer, or in positions that closely engaged with the other is preferred.

High familiarity with or experience using web-based client and advisor-facing policy management or advising tools at either a carrier or broker-dealer.

Working technical knowledge of annuity product types and features.

Familiarity with the complete process for selling and servicing annuities and how they integrate into overall retirement planning.

Bachelor’s degree required; relevant advanced degrees, executive education, and industry designations or licenses are preferred.

Exceptional written communication and presentation skills with a demonstrated ability to influence.

Experience thriving in a dynamic and collaborative structure with multiple stakeholders.

Familiarity with analysis methods in a business or academic environment.

Familiarity with AI tools, how to apply them for optimal outcomes and for limitations.

Moderate analytic tool skills

o     Excel, Required,

o      PowerBi, Tableau, etc. Preferred.