Product Due Diligence Analyst

Job Description

Responsibilities

• Review investment and insurance products for approval to sell on WFG/TFA company platforms including fixed/variable life and annuity insurance products, segregated funds, mutual funds, money management, and retirement products.

• Perform initial intake, data collection, product analysis, and alignment with existing offerings of like products on the shelf.
• Prepare and present findings to the Products & Services Committee and other stakeholders.
• Direct product implementation process to set up approved products on appropriate platforms including but not limited to those used for marketing, compensation, data aggregation, and supervision.
• Maintain detailed competitive intelligence data to proactively ensure company product offerings are compensative and priced appropriately for the marketplace.
• Collaborate with Marketing, IT, Operations, and Supervision to ensure published product informat...