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Investment Product Management Associate, Equity Services Inc.

Addison, TX; Montpelier, VT

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.

Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.

We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.

About Us

At Equity Services, Inc. (ESI), we are more than a broker-dealer. We’re a passionate team helping financial professionals and their clients create confidence in their financial future. We do this through our entrepreneurial hunger, our outside-in mindset, and a culture of real-time communication and feedback. We are part of the National Life Group family — a purpose-driven company committed to keeping our promises for over 175 years.

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

Role Summary

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.

Essential Duties and 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. 

 

Minimum Qualifications

 

  • 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 

 

Benefits

Base Pay Range.  The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.  The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.

Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.

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

Salary Pay Range

$72,000 - $105,600 USD

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.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

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National Life Group

1 National Life Dr

Montpelier, VT 05604

 

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