Job Description / Responsibilities:
- Lead the product lifecycle for a broad range of investment products, from initial concept and planning to launch and ongoing management.
- Conduct in-depth industry research, competitive analysis, and trend forecasting to shape the product strategy.
- Collaborate closely with stakeholders, including the Investment Strategy team, Relationship Managers, and Financial Institution Partners, to identify new product opportunities and review existing investment offerings.
- Manage the comprehensive due diligence and ongoing monitoring of investment products.
- Work with the Training team to oversee the development and delivery of robust training and educational programs on investment products for internal teams.
- Ensure all product documentation and processes are properly maintained and comply with all internal policies and regulatory requirements.
Qualifications:
- Bachelor's or Master's degree in Finance, Economics, Business, or a related field.
- 58 years of experience in wealth management, asset management, or a related field.
- Direct experience in investment products for 35 years is preferred.
- Extensive knowledge of various investment products, including mutual funds, fixed income, structured products, etc.
- Good understanding of SEC regulations governing investment products.
- Proficient in English.
- IC license, Investment Analyst, or other relevant credentials are an advantage.
