Asset & Wealth Management, Multi-Asset Solutions: Personalized Portfolios Investment Product Manager (Retirement), Vice President - Chicago

Core Responsibilities

• Drive the evaluation, design, and enhancement of investment features and methodologies for Retirement Planning and Advice
• Monitor the managed accounts landscape, including competitive positioning, industry trends, and regulatory developments
• Represent investment team as part of broader discussions with clients, prospects, consultants, advisors and other external parties regarding Retirement Planning and Advice services
• Own methodology design for select features, including the development of governance materials and the facilitation of formal approval cycles
• Develop client and participant-facing methodology and investment product documents
• Project and roadmap management, in coordination with the project management and engineering teams
• Review large amounts of data and develop observations and time series trends
• Ad hoc requests to review investment fund exposures and portfolios
• Review recurring investment deliverables to clients and prospects

Required Skills/Experience

• Bachelor's degree or equivalent
• At least 5 years of relevant experience in defined contribution, retirement or digital financial planning
• Strong writing and presentation skills
• Excellent investment acumen and advanced quantitative proficiency
• Mastery of advanced Excel (including creating bespoke analytics) and PowerPoint capabilities
• Experience with multi-asset portfolio construction
• Experience working with multiple clients/projects simultaneously
• Experience presenting to internal and external Investment Committees (plus)
• Strong understanding of the managed accounts landscape (e.g., competitive dynamics, fiduciary considerations, etc.)
• Experience as a product manager and/or client portfolio manager in related field (plus)