Insight Global is looking for a strong candidate who is data centric and has experience as both a Digital/Technical Product Manager and Business Analyst to help us craft the future of Schwabs Retirement Journey, specifically the Required Minimum Distribution (RMD) experience. The Required Minimum Distribution (RMD) experience provides a simple digital pathway for clients to understand their RMD obligation, receive their RMD status, and take retirement distributions online. In this role you will create an intuitive experience working with a cross-functional delivery team comprised of business stakeholders, user experience, client experience, product, data/analytics, and engineering.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
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- 5+ years experience as BOTH a Digital Product Manager and Business Analyst
- Financial services industry background (Retirement products preferred)
- Experience with Digital Product Development
- Tech Stack: SQL, JIRA, Confluence, Tableau, Adobe Analytics
- Data-Driven Experience: experience instrumenting products to collect data, leverage user research, and synthesize insights to inform product decisions.
- Agile Development: Experience working in cross-functional scrum teams, prioritizing backlogs, defining requirements.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.