Keflin DeLuca
Brentwood,TN
Summary
Associate Product Manager with 17 years in the financial industry, most recently working with retirement products. Skillful in putting together training material, presenting and communicating ideas to the broader organization and building relationships with our internal and external partners. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy and according to tight deadlines.
Overview
16
16
years of professional experience
Work History
Associate Product Manager
Jackson National Life Distributors
10.2022 - Current
- Leads trainings and presentations around the company and with our broker dealer partners on our products and any updates or new initiatives.
- Collaborates with cross-functional teams, including Legal, Compliance, Marketing, Actuarial, Operations, and Sales professionals in the creation and refinement of retirement products that align with client needs.
- Works closely with Operations and the Implementation team to ensure successful product launches.
- Works closely with the sales team to provide them with the necessary tools, training, and materials to effectively market and sell our products to advisors.
- Works closely with the Marketing team to provide expertise, training, and review of marketing materials related to our products.
- Collaborates with Strategic Accounts and the RIA team to address inquiries, concerns, and feedback related to our products.
- Works with our external 3rd party data aggregators to ensure accurate product information.
- Builds and maintains relationships with internal and external partners as the subject matter expert on our products.
- Trains new associates within the Product Management Department.
Senior Product Analyst
Jackson National Life Distributors
03.2021 - 10.2022
- Worked closely with Operations and the Implementation team to ensure successful product launches.
- Worked closely with the sales team to provide them with the necessary tools and materials to effectively market and sell our products to advisors.
- Worked closely with the Marketing team to review marketing materials related to our products.
- Worked with our external 3rd party data aggregators to ensure accurate product information.
- Built and maintained relationships with internal and external partners as the subject matter expert on our products.
- Created processes and procedures for team tasks to ensure accuracy and consistency.
- Trained new associates within the Product Management Department.
Product Analyst
Jackson National Life Distributors
06.2018 - 02.2021
- Worked closely with Operations and the Implementation team to ensure successful product launches.
- Worked closely with the sales team to provide them with the necessary tools, and materials to effectively market and sell our products to advisors.
- Worked closely with the Marketing team to provide expertise, training, and review of marketing materials related to our products.
Regional Technology Education Consultant
Raymond James
01.2018 - 06.2018
- Provided technology education/training and support for Raymond James offices within assigned region through on-site visits and virtual sessions.
- Assisted with regional conferences and technology workshops.
- Provided solutions and reporting ideas to help advisors with their practice.
Director of Client Operations
David Adams Wealth Group
03.2017 - 12.2017
- Provided a smooth onboarding experience for all new clients that decide to move their accounts to our office.
- Assisted in creating retirement plans and financial goals based on client meetings.
- Trained the office on new technology initiatives and helped with implementing a transition to Salesforce.
- Assisted clients in placing trades in their accounts when requests were made.
Branch Education Consultant
Raymond James
06.2015 - 03.2017
- Provided onsite and virtual training to newly hired branch associates on the different applications available through Raymond James
- Conducted conferences, e-learning classes and webinars for branches on certain systems, processes and industry topics.
- Creating presentations for the Training Department and the Branch Education team for conferences or company meetings.
Transition Consultant II
Raymond James
09.2013 - 05.2015
- Provided consultative educational orientations to all new advisors, offices and their associates on policies and procedures through on-site or telephone meetings.
- Assisted branches from the home office and onsite with general questions on all aspects of their business during their transition to Raymond James.
- Built relationships across Raymond James to assist with an advisor's transitioning book of business, marketing, office vendors, and technology needs.
- Traveled to the new office during week 1 or 2 of their transition to help with moving account over and provide in-person technology training.
Supervision Specialist II
Raymond James
08.2010 - 09.2013
- Supervision of Raymond James Financial Services branch correspondence, trades and annuity transactions to ensure compliance with regulatory and firm policies and procedures
- Passed the State of Florida Life, Health & Variable Annuity license.
- Reviewed annuity policies with the carrier to gather data in order to determine suitability in potential transfer opportunities.
Compliance Auditor
Raymond James
09.2007 - 08.2010
- Audited Raymond James & Associate branches around the U.S. to ensure compliance with regulatory and firm policies and procedures
- Established training sessions on new industry regulations and proper RJ procedures.
- Conducted interviews with branch management and tracked responses.
- Researched trends within the branch office prior to the visit.
Education
No Degree - French
Alliance Francaise
Paris, FranceBachelor of Arts - International Studies
University of South Florida
Tampa, FL12.2003
Skills
- Project Management
- Training and Onboarding
- Relationship Management
- Cross-Departmental Alignment and Collaboration
- Product Development
- Marketing and Advertising
- Competitor Analysis
- Microsoft Office
FINRA Series 7 & Series 24 Licenses
Received the FINRA Series 7 and Series 24 License and have maintained them for 17 years.
Timeline
Associate Product Manager
Jackson National Life Distributors
10.2022 - Current
Senior Product Analyst
Jackson National Life Distributors
03.2021 - 10.2022
Product Analyst
Jackson National Life Distributors
06.2018 - 02.2021
Regional Technology Education Consultant
Raymond James
01.2018 - 06.2018
Director of Client Operations
David Adams Wealth Group
03.2017 - 12.2017
Branch Education Consultant
Raymond James
06.2015 - 03.2017
Transition Consultant II
Raymond James
09.2013 - 05.2015
Supervision Specialist II
Raymond James
08.2010 - 09.2013
Compliance Auditor
Raymond James
09.2007 - 08.2010
No Degree - French
Alliance Francaise
Bachelor of Arts - International Studies
University of South Florida
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