Director, Managed Accounts Product Manager

Key Responsibilities And Duties

• Support Product Lifecycle Management: Create and maintain product roadmaps, develop and articulate product specifications, and drive product life cycle management activities.
• Deliver Data and Insights: Perform research and business analysis on market trends and leverage customer insights to inform product strategy; present key findings and potential solutions to produce actionable product recommendations.
• Monitor Performance Metrics: Define and track to key performance indicators to measure product performance and value delivered – understand P&L impact and make data-driven decisions to deliver on product/solution business case.
• Develop Product Collateral: In partnership with Marketing team, develop and maintain product-related content and communications including sales, training/education, and marketing materials.
• Drive Value Proposition: Collaborate with the Sales Enablement team to drive advisor and customer engagement plans and distribution strategies.
• Maintain Governance Standards: Manage risk by aligning product/service activities to the firm’s risk appetite – maintaining and enhancing product-related controls as required and ensuring design and development of products/solutions adhere to applicable regulations and internal policies.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Sedentary Work

Career Level

• 8IC Required

Qualifications

• 5+ years Managed Accounts experience

Preferred Qualifications

• 7+ years Product ManagementWealth management or managed accounts product experience
• External benchmarking and competitive analysis
• Product enhancement planning and rollout
• Product strategy development
• Understanding of product P&L and financial performance
• Sales engagement and distribution strategy experience
• Leading cross-functional product initiatives
• Bachelor’s degree (preferred)