Product Strategy Lead

About the role

Join our Business Development organization and play a critical role in shaping the future of our asset management solutions. We are seeking a senior, strategic leader with deep asset management expertise who can translate market dynamics, client needs, and competitive insights into a clear product and innovation roadmap. This role acts as a senior thought leader—driving strategic direction, influencing product decision-making, and representing the firm across the industry.

Responsibilities

• Serve as a subject matter expert on the asset management industry, with strong functional knowledge of products, strategies, and market structure
• Anticipate how asset managers, distributors, and wealth platforms are evolving and identify what clients need to be doing over the next 2–5 years
• Develop client-facing insights that articulate how our products and data address real-world challenges across investment, distribution, and operating models
• Bring a strong point of view on market needs, competitive dynamics, and client priorities to inform product strategy and innovation
• Shape and influence product vision and roadmap definition in partnership with product leadership
• Perform competitive analysis and benchmarking to inform positioning, differentiation, and long-term strategy
• Understand client distribution workflows, sales enablement needs, and retail distribution models
• Engage with clients alongside sales and relationship teams to support strategic discussions and deepen engagement
• Represent the business externally through conference participation, speaking engagements, and industry forums
• Partner with stakeholders across product, sales, marketing, and client success to align strategy and deliver greater client value
• Contribute to the evolution of commercial and engagement models to support sustainable growth

Qualifications

• 10+ years of experience in asset management, product strategy, product development, or business strategy
• Deep functional understanding of asset management products, investment strategies, and distribution
• Proven ability to translate market intelligence and client insight into actionable strategic direction
• Strong communication skills and credibility with senior internal and external stakeholders
• Experience serving as a strategic advisor to clients or internal partners
• Demonstrated industry engagement, including conference participation or public-facing thought leadership
• Highly organized with strong attention to detail and the ability to manage multiple priorities
• Collaborative mindset with a strong inclination to partner across functions
• Passion for solving complex client and industry challenges through insight and innovation

Benefits

Base salary: The New York City expected base pay range is $125,000 - $155,000 per year. Exact compensation may vary based on skills, experience, and level of education. The role is bonus or incentive eligible.