• Gain a deep understanding of the SmarterDx user and buyer market, with a focus on charge capture. • Engage with customers to understand their workflow needs, gather feedback, and identify opportunities for product improvements. • Define, track, and report on key success metrics to measure product performance and adoption. • Own the product development lifecycle for new features and lead cross-functional team of engineers, data scientists, and designers through execution. • Own day-to-day decision-making for the team to unblock technical contributors.

Role Description The Product Manager – Talent Solutions is responsible for managing all activities that contribute to the success of talent-focused products and services, including hiring and training solutions for financial professionals, sales leaders and managers, home office sales professionals, life insurance agency models, and home office employees. This role ensures membership satisfaction, operational integrity, and profitability of the talent solutions portfolio. Responsibilities include: - Deploying product management best practices - Leading development initiatives - Engaging with members and external partners - Understanding market trends in talent acquisition and development Prior experience with international sales training is highly desirable. Qualifications - 3+ years of product management experience - 5+ years of experience in financial services and/or insurance industry, with a focus on talent development or training - Bachelor’s degree or equivalent experience - Strong expertise in hiring and training solutions; familiarity with agency models and home office structures - Experience developing training programs using learning content management systems and delivering through learning management systems - Experience delivering facilitated learning programs desirable - Prior experience with international sales training is a plus - Excellent communication and presentation skills - Strong collaboration and influencing skills across internal and external stakeholders - Ability to leverage research and data for decision-making - Proven ability to develop and execute multi-year business plans - Experience leading cross-functional teams and managing multiple deliverables Requirements - Collaborate across the organization and with external partners to understand drivers of adoption for hiring and training solutions, revenue trends, and member feedback - Serve as a subject matter expert in talent development, including during member engagement and sales processes to drive adoption and revenue - Manage financial results and profitability of the talent solutions portfolio; conduct regular pricing and ROI assessments - Maintain a strong understanding of talent development trends, industry best practices, and competitor offerings - Build and manage relationships with external training vendors and technology partners; negotiate contracts and ensure alignment with business objectives - Engage regularly with members and sales organizations to gather feedback on hiring and training needs - Leverage data and research to inform product enhancements and new offerings - Lead research initiatives to identify emerging talent needs and global training trends, including international sales training requirements - Assess viability of new talent solutions or enhancements to existing offerings - Manage innovation processes to design and deliver impactful hiring and training programs; develop business cases and ensure alignment with organizational strategies - Ensure solutions meet adoption and profitability targets and deliver measurable improvements in talent acquisition and development - Use instructional design best practices to design learning programs, develop engaging and meaningful learning content, and author materials within learning content management systems - Develop go-to-market plans, including integrations with various learning management systems - Oversee implementation of new talent solutions from concept through market release - Establish milestones, manage timelines, and communicate progress to stakeholders - Provide subject matter expertise and coaching to implementation teams; incorporate feedback into product design - Collaborate with Marketing and Sales to develop go-to-market strategies for talent solutions Benefits - Collaboration and continuous learning opportunities - Meaningful contributions to the organization Company Description LIMRA and LOMA are committed to fostering an inclusive workplace where individuals feel valued and empowered to contribute. We welcome people with unique perspectives and backgrounds, recognizing that a wide range of experiences strengthens our ability to help members navigate with confidence. We are an Equal Opportunity employer and do not discriminate on the basis of race, ancestry, color, religion, sex, age, marital status, sexual orientation, national origin, medical condition, disability, veteran status, or any other basis protected by law. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

• Develop long-term client relationships; • Create product strategies aligned with business goals; • Run discovery workshops; • Build data-driven roadmaps; • Gather market insights; • Define innovative requirements; • Implement product metrics; • Maintain project management functions like sprint planning and budget monitoring; • Evangelize product vision across the organization; • Support business development with strategic product insights.

• Set and drive the long-term vision and multi-year strategy for Upstart’s Agentic Platform, establishing it as a foundational capability across the company • Own and evolve the platform roadmap, making high-leverage prioritization decisions that balance speed, safety, scalability, and business impact • Lead the development of intuitive, high-quality product experiences that enable non-technical users to build, test, and deploy agents without writing code • Establish best-in-class evaluation, simulation, and safety frameworks to ensure agents are reliable, compliant, and production-ready in a regulated environment • Define the architectural strategy for agentic systems, including orchestration, tool usage, memory, retrieval (RAG), and state management • Drive company-wide adoption by partnering with senior stakeholders across engineering, legal, compliance, and operations to identify opportunities and embed the platform into critical workflows • Make strategic decisions on model lifecycle management (frontier vs. fine-tuned/distilled), optimizing for cost, latency, and performance at scale • Define and standardize human-in-the-loop patterns, ensuring seamless and auditable transitions between agents and human operators • Translate complex AI and system design concepts into clear, actionable direction for both technical and non-technical stakeholders • Raise the bar for product management across the organization by mentoring other PMs and influencing best practice.