Insurance and Retirement Solutions Product Specialist – Vice President at JPMorgan Chase Bank, N.A. (New York, NY)

Responsibilities will include:

Support annuity product R&D with timely financial and risk analysis

Deep knowledge of annuity product design, pricing and hedging strategies for variable and indexed annuities

Partner with Insurance carriers to develop private label investment advisory solutions

Develop new and innovative products through the product development process, from ideation & focus group research, to business specification, platform specifications, development and roll out

Conducts competitive intelligence and analysis of the annuity industry with a focus on variable and index annuities

Effectively steer cross-functional resources in a collaborative way to meet business objectives

Serve as a product SME in support of Sales, marketing and our control partners

Manage carrier relationships and day to day business.

Serve as subject matter expert for investment specialists, planners and internal sales desk.


Strong technical skills, including annuity financial statement and hedging knowledge

Ability to communicate complex concepts in an easy to understand fashion

Strong analytical, critical thinking and problem solving skills – demonstrated ability to understand impacts of simple to complex concepts

5+ years of annuity pricing and product development preferably at a manufacturer strongly required, additional annuity distribution experience a plus

Ability to assist the head of annuity product development develop robust platform product requirements and negotiate desired product designs with our insurance carrier partners

Demonstrated high level of detail orientation and can manage multiple projects efficiently

Knowledge of distribution regulatory impacts to product design a plus

Experience in leading business transformation initiatives and/or project management skills a plus

MS Word, MS Excel, MS Powerpoint required

Life & Health Licenses

Series 7 or 6 required, Series 24 preferredJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

Thank you for visiting NYCJOBS.CO

Company: JPMorgan Chase Bank, N.A.