Product Manager - Compliance Workflow Automation

WHO WE ARE:

Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

WHO YOU ARE:

We are seeking a Product Manager I to lead the design and delivery of workflow automation solutions supporting our Compliance organization, with a primary focus on life insurance and annuity operations. This role will partner closely with Compliance, Legal, Operations, and Engineering teams to modernize and streamline regulatory processes including DOI complaints, subpoenas, regulatory inquiries, and internal audit workflows.

In addition, this role will support the replacement of an internal funds allocation application that receives payments and orchestrates downstream system updates across Finance and administrative platforms. While exposure to financial systems is helpful, the core priority of this role is deep understanding of compliance-driven processes within life and annuity products.

This is a hands-on product role requiring strong process design, stakeholder leadership, and technical collaboration skills.

WHAT YOU’LL DO:

• Own end-to-end product delivery for compliance workflow solutions, from discovery through production release.

• Partner with Compliance and Legal teams to document, analyze, and redesign regulatory processes including:

• DOI Compliants

• Subpoenas and regulatory requests

• Market conduct and audit-related workflows

• Escalation and case management processes

• Translate regulatory and operational requirements into scalable system workflows and automation capabilities.

• Define and manage product requirements, user stories, acceptance criteria, and release plans.

• Collaborate with engineering teams to design integrations with ERP and administrative systems.

• Support modernization of an internal payment allocation platform that:

• Receives incoming funds

• Triggers downstream updates to Finance (e.g., PeopleSoft) and policy administration systems

• Applies funds to contracts and individuals

• Routes funds through appropriate accounts (e.g., suspense, operating)

• Ensure auditability, traceability, and regulatory compliance within all solutions.

• Monitor production performance, resolve issues, and drive continuous improvement.

• Act as the primary product liaison between business stakeholders and technical teams.

WHAT YOU’LL NEED:

• A Bachelor’s/Master’s Degree with 5+ years’ work experience in Product Management or Business Analysis

• Strong background in life insurance and/or annuity operations.

• Direct exposure to compliance processes such as DOI complaints, regulatory inquiries, subpoenas, or audit workflows.

• Experience designing or improving structured business workflows.

• Ability to translate regulatory requirements into system functionality.

• Experience writing detailed product requirements and working with engineering teams.

• Strong stakeholder communication skills across business and technical audiences.

• Experience working with ERP, case management, or workflow platforms.

• Exposure to policy administration systems within life insurance or annuities.

• Familiarity with regulatory reporting or compliance tracking systems.

• Experience integrating systems via APIs or service-based architectures.

• Understanding of financial system integrations (e.g., PeopleSoft or similar ERP platforms).

• Experience working in Agile or iterative delivery environments.

WHAT’S IN IT FOR YOU?

Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, PF, incentive/bonus opportunity, tuition reimbursement, and so much more. We’re looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at www.zinnia.com for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.

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