Senior Director, 529 Product Strategy
Job Summary
To shape the strategy and growth of 529 education savings solutions, the full-time Senior Director, 529 Product Strategy will serve as a senior subject-matter expert, collaborating across Product, Technology, Operations, and Sales, while working remotely or in hybrid locations.
Key responsibilities
- Lead 529 industry expertise, monitoring market developments and translating them into strategic decisions
- Shape product strategy and roadmap by defining and advancing the 529 product vision based on client and market needs
- Drive operational and technology solutions to enhance efficiency and user experience in 529 processing requirements
Required qualifications
- Significant experience in the 529 or education savings industry with deep market knowledge
- Strong expertise in transfer agency and recordkeeping operations, including transaction processing and tax reporting
- Comprehensive understanding of the 529 ecosystem and its stakeholders
- Demonstrated ability to translate complex requirements into product strategies and technology solutions
- Exceptional executive communication and relationship management skills
Complete Job Description
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