ESI Product Management Associate

ESI Product Management Associate

Please note that we do not offer visa sponsorship for this position.

Equity Services Inc. (ESI) is the broker-dealer of National Life Group. Our purpose is to create confidence in the financial future of everyone we touch. Our work DNA reflects an entrepreneurial hunger, an outside-in mindset, and a commitment to real-time feedback and communication with our team members and clients. ESI serves thousands of clients and manages more than $15 billion in investment account assets.

Description

National Life Group is seeking a qualified candidate to join its broker-dealer and Product Management team as a Product Management Associate. This role will focus on supporting the development, oversight, and promotion of the firm’s investment product platform with a strong emphasis on product due diligence, registered representative training, relationship management, and website content management.

The successful candidate will have a solid understanding of a wide range of investment and insurance products (including mutual funds, ETFs, stocks, bonds, alternative investments, annuities, and variable universal life), coupled with excellent research, communication, and relationship-building skills. Reporting to the Head of Product Management, the Product Management Associate will play a critical role in ensuring that ESI’s representatives are well-supported, product sponsors are effectively managed, and digital resources are kept accurate and up to date.

Position Responsibilities

• Conduct thorough due diligence reviews and evaluations of prospective and existing investment products, ensuring compliance with firm standards and regulatory requirements.
• Actively participate in due diligence and industry meetings to deepen expertise and enhance the firm’s product platform.
• Oversee and continuously improve the firm’s product portal and website content, ensuring timely updates, accuracy, and accessibility to promote the approved product suite.
• Develop and deliver training programs and PowerPoint presentations for registered representatives to strengthen product knowledge, sales practices, and business development efforts.
• Build and maintain strong relationships with product sponsors and registered representatives, acting as a trusted point of contact for inquiries, support, and ongoing collaboration.
• Collaborate with the Head of Product Management to prepare agendas and materials for the firm’s Investment and Product Committees.
• Create clear, accurate and effective written communications and marketing materials in support of approved investment products.
• Provide outstanding customer service through written correspondence, phone, and web-based support, with occasional travel to ESI offices and industry events.

Requirements

• Bachelor’s degree or equivalent combination of education and experience
• 3–5 years of experience in financial services, preferably within a Broker Dealer
• Ability to obtain Series 7 license within 1 year of hire.
• Ability to collaborate with field offices to conduct training and facilitate industry meetings virtually with occasional travel as needed
• Excellent written, verbal, and presentation skills, with a high attention to detail.
• Self-starter with a high degree of initiative and ability to prioritize competing task
• Strong problem-solving skills with a proactive approach to finding answers and solutions with a lifelong learner mindset.
• Demonstrated ability to deliver exceptional customer service and build strong professional relationships.
• Ability to successfully pass a background check, including fingerprinting.

Preferred qualifications

• 3-5 years of experience working with Registered Investment Advisors
• Working knowledge of Broker/Dealer products and services
• Experience creating training presentations for adult learners
• Experience collaborating with Web or Marketing teams on required product updates

What You’ll Find at National Life Group

• Competitive pay and comprehensive health, wellness, and insurance benefits.
• Genuine opportunities for growth and career advancement.
• Over $5K annually in tuition reimbursement, including full tuition sponsorship for undergraduate and graduate degrees with University of Arizona World Campus.
• Paid time off, holidays, and 40 hours annually dedicated to community service.
• Flexible work options, including remote work on select days.
• A culture committed to inclusion and diversity.

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.

Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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