Advice Product Manager

The Advice Product Management job is part of the management of end-to-end investment products, in terms of its description, customer satisfaction, financial performance, and value of the service. This job may guide the investment leadership and relationship management discussion about the shape and content of the investment product portfolio delivered by the organization. This job is part of a team ofprofessionals focused on the creation and management of product, promotion, communication, distribution strategies and programs designed to achieve business objectives.

Key Responsibilities and Duties

• Leads oversight of profitability, investment performance, governance, operating model, vendor management and strategic direction of investment products.
• Oversees structuring changes of products or accounts and fosters strategic partnership between product management and portfolio management, legal, accounting, and client servicing teams.
• Leads monitoring efforts of governance matters with various private fund boards and internal committees relating to product development and administration.
• Verifies that clients are provided with excellent customer service and expert assistance on assigned product matters by designated team members.
• Knowledge of agile development and JIRA work tools a plus.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC