Product Operations - Associate

Own end-to-end onboarding for Wealth Managers and financial professionals, coordinating across internal stakeholders to deliver a consistent, high-quality experience from intake through activation. Configure and maintain annuity products on the platform, ensuring product data integrity and timely updates in alignment with business requirements. Collaborate on Hexure integration and configuration under senior direction, supporting implementation, testing, and optimization of annuity product setups to ensure accuracy and a seamless client experience. Support senior management in advancing high-level operational and strategic objectives, including preparing materials, synthesizing platform data, and acting as a reliable execution partner on cross-functional initiatives. Serve as a collaborative liaison to the Sales team, proactively communicating platform capabilities and operational timelines to support client acquisition and retention goals. Partner with Engineering teams to identify, escalate, and resolve platform issues, contributing to a feedback loop that improves long-term platform reliability. Manage client expectations through proactive communication, structured issue tracking, and timely resolution of operational inquiries. Employees work in the office Monday-Thursday with remote flexibility on Friday.