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Alternative Investments Product Manager
4 months ago
For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.
Job Description
The individual will work closely with product development and operations to continue the mission in curating a world-class alternative investments platform. The individual will oversee the alternative investments distribution function, where the primary responsibility is to partner alongside Account Officers to provide expertise and guidance for the alternative investment offerings available on the platform.
Responsibilities:
- Build new trusted partnerships for the bank as an Alternative Investment Specialist, providing guidance across hedge funds, private equity, private credit, private real assets, mutual funds, DSTs, and direct investment opportunities
- Host monthly workshops, educational seminars, and client meetings
- Lead proactive outreach to new AI consumers at the bank, ensuring a thorough understanding of the product suite and develop best practices for implementation
- Assist in answering inbound requests regarding product clarifications, fund updates, performance inquiries, as well as other matters to enhance Account Officers' and client experience
- Create product summaries, talking points and presentation materials for both internal and external stakeholders
- Work across the Bank with the product development and operations teams on demand assessments, marketing materials, and broader platform enhancements
- Provide strategic and tactical advice in all aspects of the development and implementation of the Company's alternative investment offerings in an effort to scale the business more effectively and efficiently
Qualifications
- Bachelor's degree. MBA, CFA, CAIA preferred
- At least 7 years of experience in a bank or Financial Services industry and at least 7 years of Alternative Investments experience in a bank or within a private wealth management firm
- Strong Knowledge of intermediaries and third-party distribution platforms
- Series 7 and 66 licenses required; 24 highly desired
- Ability to represent the bank professionally with internal and external contacts
- Ability to work effectively in a team and independently
- Ability to explain complex information clearly
- Familiarity with Data Analytics, Reporting and Automation Initiatives
- Excellent communication skills
- Expertise in Microsoft Excel, Word, and Power Point
The expected annual salary for this position is between $150,000 and $200,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.
Additional Information
The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:
- Those with a known mental or physical disability.
- Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
- Victims of domestic violence, sex offenses or stalking.
- Employees with religious observance and practice obligations.
Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.
The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
NO AGENCIES PLEASE.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
