Retirement Planning Tool

I was a Lead Product Manager for a Fortune 500 company's retirement planning technology. The planning tool offered financial advisors a fast and repeatable way to kick start the conversation with clients around retirement income. Advisors could quickly illustrate how they'd help clients and prospects navigate tradeoffs in how they'd save, spend and invest to reach their retirement goals both before and in retirement.

This retirement planning tool included a novel approach to managing a client's withdrawal strategy in retirement. It was the first platform to allow financial advisors to help their clients navigate the withdrawal period in a dynamic way.

The technology was integrated into the work stations of thousands of financial advisors who regularly used the tool. I managed the client relationships for those integrations and was responsible for delivering our technology to a variety of external partners via API. I worked closely with development, research, investment specialists, sales and marketing teams to deliver both new product features as well as new client installations. Ultimately, the technology helped to generate $20B in revenue for the company.