Assistant Vice President, Investment Products
6 days ago
We are seeking a highly skilled and experienced product manager to join our team. As an investment product owner, you will be responsible for delivering competitive solutions that meet the needs of our advisors and clients.
The successful candidate will have a strong background in financial services, with experience in investment product management. They will be able to think independently, thrive in a fast-paced environment, and communicate effectively to senior leadership.
Key responsibilities will include acting as a product owner for key investment product initiatives, leading and driving projects forward, and capturing feedback from advisors and stakeholders. The ideal candidate will also have knowledge of the investment advisory product landscape, including offerings in UMAs (SMAs, Mutual Fund, and ETF Strategists) and future state platforms.
Responsibilities:
- Act as a product owner for key investment product initiatives.
- Lead and drive projects forward.
- Capture feedback from advisors and stakeholders.
- A Bachelor's degree in a related field.
- 6+ years of financial services experience, with investment product/platform experience preferred.
- Series 7 and 63 licenses.
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