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&aposs or Master&aposs 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.
