The Retirement Income Planning Squad Leader within the Planning & Advice Services Product Area develops and maintains a clear, client-centric Product strategy, vision, and experience along with the right set of enabling applications/capabilities. The success of the Product Area will be measured by the depth of engagement by clients as well outcomes – such as the positive steps our clients have taken after engaging with the offerings/experiences the squad develops. The Squad Leader has autonomy to prioritize which experiences, capabilities and features are to be developed based on understanding of our client’s needs and what the team believes regarding how best to support those needs through the end-to-end experience. The role helps to craft new user experiences (journeys), developing improved retirement income exploration and planning.

An individual who is successful in this role understands and consistently delivers in the following areas: knows the competition inside and outside the financial services space in order to help think about future innovations and creative product design; actively quantifies, prioritizes and leads day-to-day capacity (squad backlog); listens intently to client and product feedback and actively improves their offering to better serve our target market; and understands how to design, develop and maintain innovative solutions / experience over time.

This role can be hired at Director or VP level, depending on skills.

The Expertise and Skills You Bring

• College Degree; Advanced Degree preferred; CFA or similar certification preferred.
• 12+ years of overall work experience with a focus on financial services, data analytics and financial planning.
• Expertise in strategies for generating income in retirement. Deep understanding of risk, return and tax implications of retirement income strategies.
• Passion for financial planning to help individuals reach their financial goals.
• B2C user experience design and offering / product development
• Field client research and conducting needs analysis to better understanding client needs and what our clients value
• Craft end-to-end client journeys and experiences to address key client health & wealth needs
• Technology and application development experience – front-end development and integration with backend systems
• Identify and work with data to analyze and drive fact-based decision-making
• Use data analytics, data science and artificial intelligence (AI model development, deployment; Using AI to drive valuable insights)
• Have fact-based approach to knowing clients, translate those needs into priorities and strategic objectives to improve client value
• Find opportunities to continuously improve and are passionate about the Agile way of working
• Lead, influence, and motivate colleagues without formal authority, and have a track record of building hard-working teams
• Intellectual curiosity and model a culture of learning and mentorship